Account Manager
Canon Emirates
Total des années d'expérience :12 years, 9 Mois
- Contacted prospective customers through creative sales strategies
- Performed extensive needs analysis, created proposals and presentations and performed
product demonstrations
- Created a sales plan for each account and closed the deal
- Developed clientele by networking and generating lists of prospective clients
- Assessed clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating client’s risk tolerance
- Developed financial strategies by guiding the client to establish financial goals; then matched those goals and the client’s situation with appropriate financial plans
- Monitored clients' financial situation by tracking changes in wealth and life circumstances; analyzed financial plan results; identified and evaluated new financial strategies as needed
- Assisted clients in service requests and claims registration
- Contributed to the efficient operation of the branch through the accurate and timely processing of customer service transactions
- Promoted various banking products including personal loans and credit cards
- Opened new accounts, completed associated documentation and loaded into the banking
system as per bank policy and procedures
- Ensured customer satisfaction by providing top-notch service
- Developed and maintained relationships with new and existing clients in order to capitalize on opportunities to cross-sell bank products
- Followed up on new leads to generate new business
- Did regular meetings with various SME potential clients
- Evaluated credit applications through a thorough financial and qualitative analysis
- Followed-up on renewal and completion of client credit file
- Ensured that all of the contracts are complete and legally correct
- Opened and renewed client accounts
- Promoted bank products and services
- Processed personal loan, car loan and housing loan applications
- Made deposits to customers and processed withdrawal transactions
- Cashed Checks
- Prepared expenditure reports
- Assisted in the financial closure of several projects
- Prepared the "Financial Resources of ESCWA" annual report
- Prepared the "Extra-Budgetary Resources" reports
- Prepared expenditure reports
- Assisted in the financial closure of several projects
- Prepared the "Financial Resources of ESCWA" annual report
- Prepared the "Extra-Budgetary Resources" reports
- Met with clients and discussed their cases
- Handled billing
- Filed legal documents in court
- Prepared trial balances for various companies
- Audited certain accounts in the financial statements of certain
industries including the banking sector
- Assisted in making deposits to customers and withdrawals to clients
- Assisted in cashing checks
- Assisted in accounts opening for new clients
• Jan 2011 - Apr 2013 Université du Québec à Chicoutimi - Québec, Canada Master in Organizational Management - GPA: 4.12/4.30 Main Courses Taken: Management Consulting, Organization's Environment, Organizations' Strategies, Organizational Communication
• Sept 2007 - June 2010 American University of Beirut (AACSB Accredited) - Beirut, Lebanon Bachelor of Business Administration Concentration: Finance Main Courses Taken: Accounting, Finance, Marketing, Management