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Romana Adina, Afp profile image

Romana Adina, Afp

Associate Financial Advisor at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/axa-philippines">AXA Philippines</a>
Intro Book
Romana Adina, a seasoned financial professional with 9 years of experience in AXA Philippines, holds an MBA from Philippine Christian University and a Diploma in Agricultural Economics from University of New England, offering expertise in financial advisory, customer service, and risk management.
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Location
Metro Manila, National Capital Region...
Skills
  • Financial Advisory
  • Customer Service
  • Investments
  • Sales
  • Financial Analysis
  • Show all
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Bio

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Romana Adina is a seasoned financial professional with extensive experience in the industry. Based in Metro Manila, Philippines, she holds a Master of Business Administration (M.B.A.) from the Philippine Christian University and a Bachelor of Science in Agriculture from the University of the Philippines Los Banos. With over 40 years of experience, Romana has worked as a Financial Advisor at AXA Philippines, where she has advised clients on investments, savings, pensions, and mortgage or insurance products. She has also held the position of Information Technology Officer III at the Department of Agrarian Reform. Romana is proficient in multiple languages, including English and Filipino. Her skills include financial advisory, customer service, investments, sales, financial analysis, insurance, risk management, financial planning, finance, and portfolio management.

Experience

  • AXA Philippines
    • Philippines
    • Insurance
    • 700 & Above Employee
    • Associate Financial Advisor
      • May 2016 - Present

      To help clients choose the financial products and services that best meet their current and future needs. As associate financial planner, I advise my clients on the right investments, savings, pensions and mortgage or insurance products.To succeed in my role, I need to explain complex information clearly and simply.

    • Financial Advisor
      • Jul 2014 - Present

  • Department of Agrarian Reform
    • Information Technology Officer III
      • Dec 1972 - Sep 2013

Education

  • 1995 - 1996
    Philippine Christian University
  • 1984 - 1985
    University of New England (AU)
  • 1967 - 1972
    UP Los Banos

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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