How to Present Your Contact Information
- Full name.
- Professional email address (avoid unprofessional ones).
- Link to your portfolio, LinkedIn, or relevant online profiles (if applicable).
- Phone number with a professional voicemail.
Dynamic and results-oriented External Wholesaler with over 5 years of experience in the financial services industry. Proven track record of increasing client portfolios by 25% yearly through strategic relationship building and effective sales strategies. Seeking to leverage expertise in fund distribution and client management to grow client bases by 30% as part of the dynamic team at XYZ Investments.
Technical Skills:
- Fund Allocation and Distribution
- Investment Portfolio Management
- Financial Modeling
- CRM Software (Salesforce)
- Regulatory Compliance
Soft Skills:
- Excellent Communication
- Relationship Building
- Negotiation Skills
- Time Management
- Problem Solving
KPIs (Key Performance Indicators):
- Sales Growth Rate
- Client Retention Rate
- Average Revenue per Client
OKRs (Objectives and Key Results):
- Expand client base by 20% within the first year
- Increase annual sales by 15% through new products
- Enhance customer satisfaction ratings by 10% through improved service delivery
List your experience in reverse chronological order. Focus on achievements, responsibilities, and quantifiable outcomes.
Right Example:
- Consistently surpassed sales targets by 30% through strategic account management and relationship building.
- Developed and executed a client retention strategy which improved client retention rates by 20%.
- Successfully managed a portfolio of high-net-worth clients worth $50 million, resulting in increased revenue by 25%.
Wrong Example:
- Worked on sales in financial services industry.
- Responsible for managing client relationships.
- Handled accounts worth a lot of money.
