Sales Account Manager
GKFX Financial Services
Total years of experience :21 years, 4 Months
GKFX is a leading on-line brokerage firm offering FOREX, Equities, and CFDs .Being part of the Sales Management Team, my focus is to managed my clients accounts and seek new prospects in trading in Forex, Commodities, Equities, Precious metals all linked to the international financial markets to generate revenues.
I have successfully build a large network/portfolio.
• Distribution and logistics tasks of FMCG to ensure loyalty and trust towards the company and its brands to increase client base and revenue margins.
• Maintain strong relationships with other business unit leaders and department managers, providing support when needed.
• Overlook the entire mix of brands in the company.
• Discuss business plan development, including long and short-term strategies with management.
• Serve as key internal and external liaison and coordinator for ongoing program activities within the organization.
• Provide analysis, implement strategy, and proactively advise regarding various issues and projects.
• Contributes to products marketing plans, with customer & products analysis and promotional strategy.
• Continuous analysis of the customer’s position, works together with the Key Account Managers to recommend in store actions aimed at strengthening company’s position .
• Provide information's on large programs/market opportunities, works with internal and external teams.
• Met/Exceeded budget for revenue and profitability through effective relationship management.
• Achieved service excellence by focusing on the analysis and satisfaction of Private Banking customers, personal financials as well as investment needs and objectives.
• Informed customers (Including prospective customers) with full information about the bank’s products.
• Conducted all sales and services activities within the risk & compliance parameters as defined by the bank.
• Referred all investment deals to H.O in line with bank’s procedures.
• Provided high quality customer service to achieve a high percentage of client satisfaction and retention to maximize share of wallet and loyalty.
• Managed client relationships to achieve assigned sales revenue and customer acquisition revenue
based on the individual’s potential and affinity towards those client segments.
• Ensured timely completion of sale and other customer related documentation with emphasis on KYC and Customer Risk assessment process.
• Responsible for marketing new products and enhancing productivity of existing portfolio by selling the bank’s products and services to clients.
• Ensured that bank’s procedures are followed when establishing a new relationship (KYC, AML).
Part of the testing team. Responsibilities included:
1. testing data transfer
2. Creating Procedure Manuals
3. Client presentation of the service
4. Management Reporting
• Undertook annual reviews of the existing lines set up for the banks and FIs in the assigned regions and prepare the necessary documentations including the Credit Applications and approval by the Board of Directors.
• Collected and gathered information in the respective markets in the assigned regions for all the trade related activities and made use of the same in the decision making process.
• Assessed on an ongoing basis the Country and the Banks and FIs' risk for the assigned regions; initiated and suggested appropriate preventive measures in order to safeguard the interest of the bank.
• Reviewed and nurtured existing correspondent banking relationships with the banks & FIs in the assigned regions for better reciprocity / business and income generation.
• Identified new clients to expand the consumer base and to meet the budgeted revenue & volume targets under each category of business.
Economics BA
➢ 1990 - International School of Choueifat, UK High School Diploma