Sales Manager
ACE Life
مجموع سنوات الخبرة :21 years, 4 أشهر
• Manage a team of 8 Salesmen .
• Manage achieving targets life insurance and medical insurance.
• Meet the deadlines for all reports.
Monitoring and advising other dealers on best practice in executing client’s orders
Releasing and exercising futures products
Reviewing company dealing policies and cooperation with legal/compliance to update company Terms & Conditions
Client’s trading manual on both platforms
Reconciling client’s deposits and withdrawals
Direct and plan the branch selling activities to both existing and potential Customers within established policies and procedures
Assume full charge in the absence of the branch manager
Develop and maintain high net worth individual accounts and ensure efficiency of account management
Administer and monitor branch call program, call documentary, and review contact reports made by account officers
Solve problems of non-routine nature (such as validity, insufficient funds, and trades)
Handle customer’s reconciliation problems and their request for different information
Assist account officers with problems that involve changes or special handling instructions
Maintain branch procedures to be consistent with the company policies and operating objectives
Supervise, cross-train and develop staff to handle several problems effectively
Monitoring and advising other dealers on best practice in executing client’s orders
Releasing and exercising futures products
Reviewing company dealing policies and cooperation with legal/compliance to update company Terms & Conditions
Client’s trading manual on both platforms
Reconciling client’s deposits and withdrawals
Direct and plan the branch selling activities to both existing and potential Customers
Assume full charge in the absence of the branch manager
Develop and maintain individual accounts and ensure efficiency of account management
objectives
Administer and monitor branch call program, call documentary, and review contact reports made by account officers
Solve problems of non-routine nature (such as validity, insufficient funds, and trades)
Direct and plan the branch selling activities to both existing and potential Customers within established policies and procedures
Assume full charge in the absence of the branch manager
Develop and maintain high net worth individual accounts and ensure efficiency of account management
Administer and monitor branch call program, call documentary, and review contact reports made by account officers
Solve problems of non-routine nature (such as validity, insufficient funds, and trades)
Handle customer’s reconciliation problems and their request for different information
Assist account officers with problems that involve changes or special handling instructions
Maintain branch procedures to be consistent with the company policies and operating objectives
Supervise, cross-train and develop staff to handle several problems effectively