Shamir Ali

Client Consultation: • Meet with clients to understand their financial goals, needs, and personal circumstances. • Educate clients on the principles of Takaful and how it differs from conventional insurance. • Explain the benefits and features of various Takaful life insurance products. Needs Assessment: • Analyze clients' financial situations, including income, expenses, debts, and investments. • Conduct risk assessments to determine appropriate coverage levels. • Identify gaps in clients' existing insurance coverage and recommend improvements. Product Recommendation: • Develop customized Takaful life insurance solutions tailored to individual client needs. • Present and explain policy options, terms, and conditions to clients. • Assist clients in selecting the most suitable Takaful products based on their requirements. Application and Documentation: • Prepare and submit Takaful insurance applications on behalf of clients. • Ensure all required documentation is completed accurately and promptly. • Follow up with clients and Takaful companies to expedite the approval process. Client Relationship Management (CRM) : • Build and maintain strong, long-term relationships with clients. • Provide ongoing support and advice to clients regarding their Takaful policies. • Address any client inquiries, concerns, or issues in a timely and professional manner. Sales and Business Development: • Achieve sales targets and contribute to the growth of the Takaful business. • Identify potential clients and generate new business opportunities through referrals and networking. • Stay updated on industry trends, product developments, and regulatory changes. Compliance and Ethics: • Adhere to all regulatory and compliance requirements governing Takaful operations. • Ensure all recommendations and transactions are in line with Shariah principles and ethical standards. • Maintain confidentiality and protect clients' personal and financial information.

• Making calls and appointments with prospects for sales personnel. • Inviting prospects/clients to seminars/training/workshop sessions • Helping out sales and technical personals in research/admin work • Maintaining the company’s website and social media presence. • Working with the sales team to develop targeted sales strategies. • Answering client queries about product specifications and uses. • Maintaining client relations.

• Provide service to clients' changing insurance needs by selling AIA products and services: life, health, and disability insurance. • Create and maintain good rapport with clients by offering good quality services for repeat business and referrals. • Conduct in-depth reviews of clients' financial plan, current provision and future aims and assist customer in choosing the right financial plan. • Focus on customer-relationship. • Engage and interact with customer face to face or via online virtual. • Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.

• Maintaining a positive, empathetic, and professional attitude toward customers at all times. • Responding promptly to customer inquiries. • Communicating with customers through various channels. • Acknowledging and resolving customer complaints. • Knowing our products inside and out so that you can answer questions. • Processing orders, forms, applications, and requests. • Keeping records of customer interactions, transactions, comments, and complaints. • Communicating and coordinating with colleagues as necessary. • Providing feedback on the efficiency of the customer service process. • Managing a team of junior customer service representatives. • Ensure customer satisfaction and provide professional customer support.

• Builds business by identifying and selling prospects, maintaining relationships with clients. • Identifies business opportunities by identifying prospects and evaluating their position in the industry, researching and analyzing sales options. • Sells products by establishing contact and developing relationships with prospects, recommending solutions. • Maintains relationships with clients by providing support, information, and guidance, researching and recommending new opportunities, recommending profit and service improvements. • Identifies product improvements or new products by remaining current on industry trends, market activities, and competitors. • Prepares reports by collecting, analyzing, and summarizing information. • Maintains quality service by establishing and enforcing organization standards. • Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, benchmarking state-of-the-art practices, participating in professional societies. • Contributes to team effort by accomplishing related results as needed.

• Inspecting landing pages, product information, checkout options, and all other pertinent website-related system to ensure their visual appeal, accuracy and ease of use. • Assisting with decisions about promotions such as discounted offers and affordable bulk packages. • Ensuring that payment options and promotional tabs are configured correctly. • Cultivate standards, systems and best practices for content creation, distribution, maintenance, and new product listings. • Inspecting and uploading customers’ product reviews. • Work with product management, sales, graphics, and other relevant departments to provide updated content for assigned accounts to be shared across eCommerce platforms. • Teaming up with our SEO Specialists to increase the online presence of our website. • Multi-task, prioritize and successfully meet several deadlines at once while maintaining attention to detail. • Analyzing sales-related data to predict future sales and concomitant stock requirements.

• Established and maintained referral programs within the community. • Social media marketing campaigns to build up and promote clientele. • Ensured proper communication with clients to meet individualized goals. • Generated sales leads through walk-ins, telephone inquiries, and company sponsored outreach. • Work with collections on overdue accounts and respond to billing related inquiries. • Responsible for membership sales activities including daily membership sales, corporate/residential/general public membership prospecting and marketing related activities. • Participate actively to recruit and retain members, convert telephone inquiries into appointments, recruit referrals at point of sale and identify networking functions to present opportunity to market to the Anytime Fitness membership base. • Responsible for tours of facility and equipment demonstrations with prospective members. • Managed daily opening and closing duties. • Met and exceeded specific sales goals/standards. • Responsible for promoting and selling memberships to potential new members and selling renewals/upgrade to current members. • Followed up on any potential new members. • Conducted gym tours and telephone inquiries.

• Ensure high levels of customer satisfaction through excellent sales service. • Assess customers needs and provide assistance and information on product features. • Welcome customers to the store and answer their queries. • Follow and achieve department’s sales goals on a monthly, quarterly and yearly basis. • Maintain in-stock and presentable condition assigned areas. • Actively seek out customers in store. • Remain knowledgeable on products offered and discuss available options. • Process POS (point of sale) purchases. • Cross sell products. • Handle returns of merchandise. • Team up with co-workers to ensure proper customer service. • Build productive trust relationships with customers. • Comply with inventory control procedures.

• Organize to-be-called lists and make telephone calls to new and existing customers to provide them with service and product information. • Provide customers with detailed information on features and benefits of offered products using strong, clear voice with high energy. • Convince customers to make informed purchasing decisions, based on provided information using customer focused mentality and positive attitude. • Respond positively to customers’ inquiries and concerns by following company protocol. • Create and maintain logs of conversations transpired with customers according to established procedures. • Generate viable sales leads and pass them on to the sales department for perusal. • Deliver prepared scripts about offered products and services, and ensure that any complaints are handled quickly. • Create and update customers’ information in the database on a regular basis.

• Approaching customers and helping them with their needs. • Assisting the management team in maximizing the stores sales and profitability. • Operating the till systems, including cashing up. • Describing or demonstrating in detail a product and its benefits to customers. • Assisting customers with their enquiries. • Putting up posters and promotional material for sales etc. • Maintaining the cleanliness of the retail shop at all times. • Completing all necessary paper work at the start and end of shift. • Identify trends in complaints and highlight to the relevant managers. • Processing payments of various kinds, including cash and credit cards. • Dealing politely with customer complaints and resolving them. • Keeping the store organised & maintaining an uncluttered environment. • Constantly updating and replenishing sales display areas. • Substantial experience in altering clothes and operating sewing machine. • Analyzed customer’s comments and ensured alterations according to the same.