Head of Customer service
Ahli United Bank
Total years of experience :19 years, 3 Months
Schedule and conduct weekly sales meetings and assign floor duty and open houses
· Arrange new listing tours for salespeople and approve all contracts and related forms signed by salespeople
· Keep records of sales associates' productivity and discuss noticed trends.
· Work with salespeople to improve performance and discuss unsatisfactory performers
· Interview and hire new sales associates
· Develop company-wide marketing and oversee advertising placement and budget
· Resolve disputes among salespeople and report on sales activities to top management
· Besides supervising sales agents, also performs human resources duties, such as conduct interviews Employee payroll, budget and inventory reports.
· Coordinates open houses or other initiatives to develop new leads and increase sales for the office.
· Performs administrative duties and issue supplies or equipment when needed, occasionally attends association meetings to receive the latest information on housing regulations and legislation that affects the industry.
• Leading, managing and motivating a sales team to implement a sales strategy and meet agreed targets.
• Developing targeted telesales campaigns and working with telesales team to set up campaigns that promote the services on discounts and offers to existing and new customers.
• Communicating with the existing accounts to increase or maintain levels of the business activity.
• Presenting and selling company products and services to new and existing clients.
• Identifying sales opportunities and presenting benefits and key features of products effectively to acquire new business.
• Searching proactively for new revenue generating opportunities to meet the company targets and
• Following up on new leads and referrals.
• Identifying sales prospects and contacts and other accounts as assigned.
• Developing and maintaining sales materials and current product knowledge.
• Managing the agreed levels of calling activity to raise revenue or volume streams in conjunction with sales team.
• Researching prices and products of competitors.
• Managing the Customer Relationship Management database of to ensure accurate and up-to-date information is available
• Leading, managing and motivating a sales team to implement a sales strategy and meet agreed targets
• Compiling sales progress reports on a weekly/monthly and end of year and proactively
• addressing shortfall on targets due to be achieved
• Adhering to the company external and internal customer care policies and procedures.
• Attending trade shows to exhibit products/services or conferences to keep abreast of the latest products and trends.
• Participating in marketing events and attending sales meetings
• Managing the Customer Relationship Management database of to ensure accurate and up-to-date information is available.
• Led and manages a team of Business Banking Specialists (BBS) and/or Business Relationship Managers (BRM) who act as the most important physical interface between HSBC and business banking customers. Provides direction, is involved in new business development (where necessary and applicable), and promotes CMB’s two-pronged strategy “Best Bank for Business” and “Leading International Bank"
• Oversee assigned market’s strategic initiatives ensuring profitability, steering financial performance, and delivering superior quality of service in a consistent manner
• Responsible for sales management of staff and assigned market
• Ensured a stellar customer experience by driving BRMs and/or BBSs (all with branch network and staff) to meet and exceed customer expectations through effective relationship management, ensuring customer banking needs are being met, and fully representing the HSBC brand
• Upheld credit policy and lending guidelines, maintaining a balanced approach to risk management
• Protected the bank’s assets and reputation by knowing the customer and their business, monitoring for suspicious behavior, and taking appropriate action as set forth in operating policies when necessary
• Updated entry fee comparison and competitors analysis worksheets ensuring accuracy of all data collected
• Managed data in Accounts Receivable regarding vendor payments.
• Reviewed, investigated, and corrected errors and inconsistencies in financial entries, documents, and reports.
• Communicated with both internal and external auditors and satisfies their requests for information.
• Prepared monthly account reconciliations
• Assisted with analyzing financial statements on a monthly basis and report on variances
• Assisted with financial and tax audits
• Performed account reconciliations and general ledger entries.
• Posted to General Ledger accounts and performed cash flow analysis.
• Provided accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.
• Performed monthly account analysis and bank reconciliation for all bank accounts.
• Updated job knowledge by participating in educational opportunities; read professional publications; maintained personal networks; participated in professional organizations
• Answered accounting and financial questions by researching and interpreting data.
• Developed and implemented accounting procedures by analyzing current procedures; recommending changes.
• Protected organization's value by keeping information confidential.
• Assisted with quarterly producer commission reports; analyzed and corrected discrepancies.
