Uzma Arshad
Rotherham,South Yorkshire
Summary
Dynamic professional with a strong foundation in problem-solving, communication skills, and leadership. Demonstrates resourcefulness and expertise in social media marketing and upselling, supported by multilingual capabilities. Proficient in Microsoft Office, Zoho, Ipipeline, iRess, Solution Builder, Underwrite me, FLG amongst other CRM software. Committed to leveraging these skills to drive organisational success and achieve career advancement.
Motivated Professional with over 10 years of experience, recognised for assessing operational needs and developing solutions to save costs, improve revenues and drive customer satisfaction. Resourceful and well-organised with excellent leadership and team-building record.
Overview
1
1
year of post-secondary education
7
7
years of professional experience
Work history
Registered Introducer
F3 Wealth Management
Beckenham, Bromley
2021.12 - 2022.06
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Enhanced service delivery by acquiring new skills, leading to improved efficiency.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Increased customer satisfaction by resolving issues.
- Applied positive customer service approach to increase satisfaction levels.
- Used Microsoft Word and other software tools to create documents and clear communications.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
- Built trust and loyalty through personalised client interactions.
- Utilised problem-solving skills to address client queries efficiently.
- Managed high call volume with tact and professionalism for high-quality customer service.
- Built productive relationships for sustainable sales growth.
- Ensured client retention with excellent after-sales service.
- Captured customer interest by presenting product features attractively.
- Persisted despite challenges to meet ambitious sales goals.
- Tailored solutions for individual customers, enhancing their relationship with the brand.
- Empathised with clients, resulting in a personal and professional connection.
- Achieved a strong rapport with potential customers whilst maintaining professional demeanour.
- Increased client satisfaction by effectively communicating product benefits.
- Enhanced team productivity through effective collaboration and communication.
- Assisted clients in making informed decisions, enhancing their overall experience.
- Handled high call volumes with accuracy and efficiency for optimum productivity.
- Handled customer queries focused on first-call resolution.
- Maintained client databases with updated customer information and current service plan agreements.
- Answered customer enquiries with excellent customer service skills.
- Recorded customer information and interactions.
- Emailed customers comprehensive service information, contracts and after-care support packages.
- Delivered telesales scripts clearly to engage callers with relevant service information.
- Created tailored financial strategies that addressed individual client needs.
- Handled customer complaints professionally, resolving issues promptly.
- Assisted clients in understanding the terms of their policies.
- Prepared and presented effective sales pitches to promote life insurance packages.
- Processed customer instructions for policy changes to ensure compliance. for policy amendments.
- Reviewed new insurance products from carriers to determine suitability for client needs.
- Outlined insurance policies to protect customer interests and meet regulatory requirements.
Customer retentions manager
Lifesecure financial Services
Birmingham, west midlands
2017.11 - 2020.08
- Ensured client retention with excellent after-sales service.
- Cultivated strong relationships with clients to secure repeat business.
- Fostered strong relationships with clients, building a loyal customer base.
- Empathised with clients, resulting in a personal and professional connection.
- Assisted clients in making informed decisions, enhancing their overall experience.
- Advised clients on coverage and claims to assist with informed decisions.
- Educated clients about policy features and benefits leading to informed decisions.
- Helped clients set up new policies and followed up about timely payments.
- Handled client queries effectively, demonstrating excellent customer service skills.
- Answered customer enquiries with excellent customer service skills.
- Managed high call volume with tact and professionalism for high-quality customer service.
- Demonstrated resilience under pressure to consistently achieve targets.
- Exceeded sales targets through diligent follow-up on leads.
- Achieved sales targets through effective communication and negotiation skills.
- Negotiated contracts to secure favourable terms and conditions.
- Engaged clients with sales opportunities to secure valuable transactions.
- Cold-called customers from assigned contact lists to build new business.
- Captured customer interest by presenting product features attractively.
- Identified customer needs by asking relevant questions and listening actively to the responses.
- Used targeted questioning techniques to determine customer needs and appropriate support.
- Handled objections professionally, ensuring minimal loss of potential sales.
- Maintained up-to-date knowledge of products, driving confidence in sales pitches.
- Kept informed of industry changes for up-to-date advice provision.
- Recorded customer information and interactions.
- Planned revenue generation strategies designed for growth.
- Developed accurate sales forecasts for improved strategic planning.
- Prepared comprehensive reports on sales performance and trends.
- Secured new business opportunities with successful networking events.
- Optimised resource allocation for increased profits.
- Collaborated with underwriters to ensure accurate policy issuance.
- Ensured policy renewals with timely follow-ups and reminders.
- Managed complex cases requiring special attention, ensuring client satisfaction.
- Gathered customer information to assess coverage needs and recommend products.
- Conducted risk assessments, minimising potential losses for the company.
- Engaged in continuous learning, enhancing expertise in life insurance products.
- Advised clients on coverage and claims to assist with informed decisions.
- Helped customers determine appropriate products and policy terms.
- Gathered customer information to assess coverage needs and recommend products.
Lead generator
4life marketing
Birmingham, west Midlands
2017.07 - 2017.11
- Participated in trade shows and events promoting company products effectively, generating high-quality leads.
- Coordinated with the marketing team devising highly effective email campaigns that boosted lead generation efforts significantly.
- Analysed campaign performance regularly and adjusted strategies to improve lead generation efficiency.
- Built rapport quickly with customers on the phone enhancing the level of trust and confidence in our services.
- Monitored and upheld call quality to provide superior client experiences consistently. standards for superior client experience.
- Managed high call volume efficiently, ensuring timely responses to customer inquiries. to meet company's targets.
- Managed difficult situations calmly, ensuring customer satisfaction at all times.
- Adhered strictly to data protection regulations during conversations with clients, ensuring confidentiality of information.
- Executed various administrative duties while managing customer calls, streamlining office operations. efficiently whilst handling calls from customers, demonstrating multitasking abilities.
- Undertook intensive product training sessions, providing insightful knowledge during client interactions.
- Attended training sessions regularly for upgradation of product knowledge and service delivery skills.
- Contributed positively towards achieving team goals by meeting individual targets consistently.
Charity fundraising
one sixty fundraising
birmingham, West Midlands
2015.08 - 2017.07
- Secured donations through persuasive communication tailored to donor interests.
- Informed potential donors of beneficiaries' success stories to foster emotional connections.
- Handled objections calmly and professionally to retain potential donors' interest.
- Adapted sales pitch according to individual's response to increase donation probability.
- Collaborated with team members to strategise and meet fundraising targets.
- Interacted with pedestrians to raise awareness and encourage donations.
- Enhanced public awareness by explaining charity goals and initiatives.
- Worked in various weather conditions for uninterrupted fundraising operations.
Education
Bachelor of Arts - business Management
Arden University
Birmingham 2023.10 - 2025.01
Skills
- Customer relationship management
- Client relationship management
- CRM software proficiency
- Social media marketing
- Problem-solving
- Resourcefulness
- Communication skills
- Leadership
- Multilingual
Timeline
Bachelor of Arts - business Management
Arden University
2023.10 - 2025.01
Registered Introducer
F3 Wealth Management
2021.12 - 2022.06
Customer retentions manager
Lifesecure financial Services
2017.11 - 2020.08
Lead generator
4life marketing
2017.07 - 2017.11
Charity fundraising
one sixty fundraising
2015.08 - 2017.07