Nahiyan Kabir: Education
Nahiyan Kabir: Education
Nahiyan Kabir: Education
PRIMERICA, Financial Advisor intern and Insurance Service provider, N.Y November 2016 – July 2017
Collaborated with three financial advisors currently working for Primerica to devise a successful client service
model
Provided investment plans, life insurance policies and mutual funds opportunities to approximately 100-150 clients
.
Identified micro managed portfolios of approximately 100 IRA accounts using an MS Excel database, and tracked
the activity of clients and their investments efficiently.
Researched and analyzed financial and investment data in business articles and databases to deliver bi-weekly
reports on direction of anticipated market growth.
Assisted my co-workers and other licensed financial advisors with improving the onboarding process by sitting
with clients to understand their future plans and financial worries.
Organized International statistics using MS Excel to showcase growth against the annual operating plan in order to
prepare a half year report presented to the head of financial service workers at Primerica.
Participated in the annual sales and training event at Kalahari Resorts & Convention center.
ADDITIONAL ACTIVITIES
Macaulay Business Club, Member, New York, NY September 2015 – Present
Attend weekly meetings of 100+ members to hear presentations on news and trends in specific industries
and discuss and brainstorm possible solutions to issues and new ideas.
Receive career advice and trainings in mock interviews and networking.
Public After School Mathematics and English Teacher, Participant, Sylhet, Bangladesh June 2017 – August
2017
Provided tips & study guide to 5th – 8th grade students preparing for GCSE exams.
Facilitated interactive educational activities and introduced study techniques used in the U.S for 45-60 children in
Sylhet, Bangladesh to stimulate interest in learning and education.