Aamir Qureshi

Analyst/Associate

Primerica

April 2015 to Actually working here

? Assisting in preparation of FNA Financial need analysis for clients
? Always Client First attitude is followed, even if it requires off office hours meetings/follow-up
? Emphasis on retention of client by outstanding services
? Exercising ownership of responsibilities assigned.
? Advising corporate customers on best employee benefit options
? Identifying expansion client base activities
? Phone calls for appointment with potential clients
? Working on continuous basis to improve client services standards
? Submission of competitive Quotes for corporate clients
? Working with seniors on complex proposals.
? Presentation on products offered by the Company
? Appreciated by seniors for outstanding services rendered

LLQP certified

July 2015 to January 2017

IFIC-Mutual Fund certification

May 2015 to August 2016

Masters In Business Administration

July 2004 to September 2005

Career Goals

Be part of decision making process of a organization in my field

Industries of interest

Areas of interest

Availability to travel and work outside the city

Yes

Interests and hobbies