COMMUNICATION
Rafiqul Islam
Sales Executive
Dhaka
Summary
Driven SENIOR offering 8-year track record working with financial products. Handles diverse range of financial needs, retirement planning, and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies. Collaborative Finance professional 5 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.
Overview
11
11
years of professional experience
1
1
Certification
2
2
Languages
Work History
Senior Financial Advisor
WELLS FARGO ADVISORS
03.2018 - Current
· Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning with minimal risk
· Develop, review, and optimize investment portfolios for 300+ high value clients with over $190M AUM (Assets Under Management)
· Ensure maximum client satisfaction by providing exceptional and personalized service, enhancing client satisfaction ratings from 88% to 99.9% in less than 6 months
Work closely with specialists from multiple branches, managing investment portfolios for over 800 clients with over $25M in assets under care
Financial Advisor
SUNTRUST INVESTMENT SERVICES, INC.
03.2013 - 01.2018
· Served as knowledgeable financial advisor to clients, managing an over $20.75M investment portfolio of 90+ individual and corporate clients
· Devised and applied a new training and accountability program that increased productivity from #10 to #3 in the region in less than 2 year period
Partnered with cross-functional teams in consulting with clients to provide asset management risk strategy and mitigation, which increased AUM by 50%
Education
Master of Science - Business Administration And Management
LOUISIANA STATE UNIVERSITY
Baton Rouge 04.2001 -
BBA - Business Administration
Dhaka University
Dhaka 04.2001 -
Skills
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved [Result] through effectively helping with [Task].
Software
Certification
CIC - Chartered Investment Counselor
Timeline
CIC - Chartered Investment Counselor
02-2023
Senior Financial Advisor
WELLS FARGO ADVISORS
03.2018 - Current
Financial Advisor
SUNTRUST INVESTMENT SERVICES, INC.
03.2013 - 01.2018
Master of Science - Business Administration And Management
LOUISIANA STATE UNIVERSITY
04.2001 -
BBA - Business Administration
Dhaka University
04.2001 -
Similar Profiles
Aharon SiegelAharon Siegel
Financial Advisor at Wells Fargo AdvisorsFinancial Advisor at Wells Fargo Advisors
Mattilda BottMattilda Bott
Sr. Registered Client Associate at Wells Fargo AdvisorsSr. Registered Client Associate at Wells Fargo Advisors
TRISHA DRURYTRISHA DRURY
Brokerage Client Associate at Wells Fargo AdvisorsBrokerage Client Associate at Wells Fargo Advisors