Tauqeer Nasir

Greetings! I'm a dedicated professional with a rich history in the financial services industry, spanning over 10 years. My journey has seen me work across diverse roles in Sales and Marketing, banking, and insurance, and I take pride in delivering unparalleled financial solutions to my clients.

Whether you're seeking guidance on investments, insurance solutions, or banking services, or simply want to connect with a professional dedicated to your financial well-being, I'm here to provide insight and support. Let's connect and explore how my expertise can make a meaningful impact on your financial journey."

01-Insurance:

Client Acquisition: Identify and prospect potential clients through various means, including referrals, cold calls, networking, and other lead generation strategies.

Needs Assessment: Conduct thorough assessments of clients' insurance needs, financial situations, and risk tolerance to recommend appropriate insurance policies.

Policy Sales: Present and explain insurance policies to clients, including coverage details, benefits, and premiums. Assist clients in selecting the right policies to meet their needs.

Policy Renewals and Updates: Maintain existing client relationships by reviewing policies annually, making necessary updates, and cross-selling additional coverage when applicable.

Claims Assistance: Provide guidance and support to clients in the event of insurance claims, ensuring a smooth claims process.

Product Knowledge: Stay updated on the latest insurance products, industry regulations, and market trends. Maintain knowledge of various insurance types, including life, health, property, casualty, and more.

Sales Targets: Meet or exceed sales targets and revenue goals set by the agency or insurance company.

Compliance: Ensure that all sales activities and interactions with clients adhere to industry regulations and company policies.

Documentation: Maintain accurate client records, policy information, and sales reports.

Customer Service: Provide exceptional customer service, including addressing client inquiries and concerns in a timely and professional manner.Key Responsibilities: Client Acquisition: Identify and prospect potential clients through various means, including referrals, cold calls, networking, and other lead generation strategies. Needs Assessment: Conduct thorough assessments of clients' insurance needs, financial situations, and risk tolerance to recommend appropriate insurance policies. Policy Sales: Present and explain insurance policies to clients, including coverage details, benefits, and premiums. Assist clients in selecting the right policies to meet their needs. Policy Renewals and Updates: Maintain existing client relationships by reviewing policies annually, making necessary updates, and cross-selling additional coverage when applicable. Claims Assistance: Provide guidance and support to clients in the event of insurance claims, ensuring a smooth claims process. Product Knowledge: Stay updated on the latest insurance products, industry regulations, and market trends. Maintain knowledge of various insurance types, including life, health, property, casualty, and more. Sales Targets: Meet or exceed sales targets and revenue goals set by the agency or insurance company. Compliance: Ensure that all sales activities and interactions with clients adhere to industry regulations and company policies. Documentation: Maintain accurate client records, policy information, and sales reports. Customer Service: Provide exceptional customer service, including addressing client inquiries and concerns in a timely and professional manner.

Skills: Relationship Development · Interpersonal Skills · Sales Prospecting · Performance Motivation · Sales Presentations · Cold Calling · Financial Analysis · Business Planning · Phone Manner · Attention to Detail · Appointment Scheduling · Communication · Customer Experience · Customer Satisfaction · Business · Finance · Leadership · Sales Consulting · Customer Relationship Management (CRM) · Insurance · Marketing · Customer Service · Life Insurance · Client Relations · Client Services

02-Banking:

Responsible for driving business growth and expanding the bank's market presence.
Client Acquisition: Identify potential clients and introduce the bank's products and services.
Relationship Management: Build and maintain strong relationships with existing and prospective clients, understanding their financial needs and providing tailored solutions.
Sales and Cross-Selling: Promote various banking products such as savings accounts, loans, credit cards, and investment services. Cross-sell and up sell products to clients based on their needs.
Business Development Strategy: Develop and implement strategies to achieve business development goals and targets.
Client Education: Educate clients about the bank's products, services, and digital banking options.
Compliance and Documentation: Ensure that all client interactions and transactions comply with banking regulations and maintain accurate records.
Customer Satisfaction: Monitor and address client feedback and concerns to ensure high levels of customer satisfaction.Responsible for driving business growth and expanding the bank's market presence. Client Acquisition: Identify potential clients and introduce the bank's products and services. Relationship Management: Build and maintain strong relationships with existing and prospective clients, understanding their financial needs and providing tailored solutions. Sales and Cross-Selling: Promote various banking products such as savings accounts, loans, credit cards, and investment services. Cross-sell and up sell products to clients based on their needs. Business Development Strategy: Develop and implement strategies to achieve business development goals and targets. Client Education: Educate clients about the bank's products, services, and digital banking options. Compliance and Documentation: Ensure that all client interactions and transactions comply with banking regulations and maintain accurate records. Customer Satisfaction: Monitor and address client feedback and concerns to ensure high levels of customer satisfaction.

Skills: New Business Development · Communication · Banking · Sales and Marketing · Commercial Banking · deposit mobilization · Personal Loans · Credit Cards.

02:Bachelor's Of Commerce:B.Com

Grade: B

This is a regular 02 years of studied program called (B.Com). This program covers following subjects.
01.Auditing
02.Business Communications.
03.Cost Accounting.
04.Financial Accounting.
05.Income Tax Law.
06.Statistics.
07.Accounting Information System.

03:One Year Diploma in Computer & Technology.

Grade: A

Activities and societies: Business & Commerce through information technology Activities and societies: Business & Commerce through information technology

This is a diploma degree of one year of computer literacy which covers.
01.Introduction to E-Commerce & Internet programming.
02.System Analysis & design.
03.Business Communication.
04 Oracle DBA.
05.Visual Basic
06.Internet
07.Microsoft Office. This is a diploma degree of one year of computer literacy which covers... 01.Introduction to E-Commerce & Internet programming. 02.System Analysis & design. 03.Business Communication. 04 Oracle DBA. 05.Visual Basic 06.Internet 07.Microsoft Office.

Skills: Microsoft Office · Computer Literacy.

04:Intermediate FA/F.SC

Grade: B

This is an Intermediate degree called (F.Sc). Completed regular in 02 years.