Private Client Investment & Property Advisor
Engel & Voelkers
Total years of experience :13 years, 4 Months
Finding local & international clients in need of consultancy services through cold‑calls, marketing/advertisements, and business presentations.
Determine clients' needs and financial abilities to propose solutions that suit them the best.
Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing.
To liaise with major banks in the market, to ensure mortgage and other activities are being followed efficiently from both the ends.
Advertise my realtor services to the local community through marketing materials and networking.
Obtain and maintaining exclusive listings.
Answer questions about contracts and terms of sale.
Prepare necessary paperwork (contracts, leases, deeds, closing statements etc.)
Remain knowledgeable about real estate markets and best practices.
To meet the sales & revenue objectives set for Liability growth by promoting Transaction Banking through a proactive, professional and compliant sales approach to new and existing customers.
Acquire New to Bank customers through proactive sales calling based on defined objectives.
Identify market and book new liability business.
Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, whilst providing excellent customer service to both external and internal customers and adhering to all appropriate process and procedures.
To Manage a designated portfolio of customer relationships in order to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer.
Prepare customer/sales plans to ensure each relationship is managed according to customer’s needs and potential, regularly reviewing the customer portfolio to assess future needs and ongoing fee/income potential.
Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department
Handling the large enterprise accounts services to increase sales and profitability.
Aug 2017 - Jul 2021
Oct 2011 - Jul 2017
PROFESSIONAL BACKGROUND
Dec 2008 - Jul 2011
Promote products and services to customers and negotiate contracts with the aim of maximizing sales profits.
In my career at Du i have worked for different verticals and managed to become the subject matter expert, these include; Government, Construction, Real estate, Aviation, Transportation, Educational institutions, Oil & gas, Banking, Finance, Media, Hospitality and Technology.
In my tenure I have managed to create excellent rapport with internal departments such as marketing, professional services, order management desk, logistics, special projects team, IT service desk and field engineers which helps me to achieve delivery of services within the expected deadlines.
• Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
• Interview clients to determine what kind of properties they are interested in.
• Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
• Coordinate property closings, overseeing signing of documents and disbursement of funds.
• Post sale customer relation management.
• Participating in property exhibition to generate new leads.
• As a customer support executive in Reliance Broadband has been trained for working on Lotus Notes and CRM tool Clarify and Clarity Services.
• The job involves doing first level trouble shooting and resolving customer's faults.
• Also work in co-ordination with different departments of NNOC (National Network Operating Center) such as enterprise NOC, DATA NOC, TRANSPORT NOC.
• When the issue of customer gets rectify just gives him a call back and
let them know.