Direct sales officer
Gulf bank
Total years of experience :16 years, 10 Months
*Interacts with existing customers to increase sales of the bank's products and services.
*Develops and maintains positive relationships with banking clients through excellent customer service.
*Addresses client inquiries and ensures their needs are consistently met.
*Deliver sales in line with sales targets and budgets.
*Qualify customers for suitability.
*Complete credit applications then follow through to obtain the salary continuation certificate.
*Handle issues raised by clients as part of the sales process.
*Answer product queries and provide client reassurance.
*Provide customer service at all stages of sales/conversion process.
• balance sheet & income statement preparation .
• financial analyzing for balance sheet .
• salaries preparation .
• feasibilities studies preparation for new projects .
• control payments & revenue .
• follow customers balances & collections .
• follow financial management employees works .
• control of inventory.
• compile and analyze financial information to prepare financial statements including monthly and annual accounts
• ensure financial records are maintained in compliance with accepted policies and procedures
• ensure all financial reporting deadlines are met
• prepare financial management reports
• ensure accurate and timely monthly, quarterly and year end close
• establish and monitor the implementation and maintenance of accounting control procedures
• resolve accounting discrepancies and irregularities
• continuous management and support of budget and forecast activities
• monitor and support taxation issues
• develop and maintain financial data bases
• financial audit preparation and coordinate the audit process
• ensure accurate and appropriate recording and analysis of revenues and expenses
• analyze and advise on business operations including revenue and expenditure trends, financial commitments and future revenues
• analyze financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations and maintain solutions to business and financial problems
• Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.
• Report to management regarding the finances of establishment.
• Establish tables of accounts, and assign entries to proper accounts.
• compile and analyze financial information to prepare financial statements including monthly and annual accounts
• ensure financial records are maintained in compliance with accepted policies and procedures
• ensure all financial reporting deadlines are met
• prepare financial management reports
• ensure accurate and timely monthly, quarterly and year end close
• establish and monitor the implementation and maintenance of accounting control procedures
• resolve accounting discrepancies and irregularities
• continuous management and support of budget and forecast activities
• monitor and support taxation issues
• develop and maintain financial data bases
• financial audit preparation and coordinate the audit process
• ensure accurate and appropriate recording and analysis of revenues and expenses
• analyze and advise on business operations including revenue and expenditure trends, financial commitments and future revenues
• analyze financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations and maintain solutions to business and financial problems
• Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.
• Report to management regarding the finances of establishment.
• Establish tables of accounts, and assign entries to proper accounts.