ghali Benmakhlouf

Analysis of investor profiles (KYC, risk tolerance, investment horizon) for a portfolio of
80+ individual and SME clients. Participation in the management of $12M in assets
(mutual funds, ETFs, life insurance, retirement solutions).
Development of personalized financial plans (retirement, tax optimization, estate
planning) with an average annual net return improvement of +1.8%.
Preparation of investment proposals and financial simulations (RRSP, TFSA, universal life
insurance).
Built and maintained strong client relationships by deliveringtailored financial solutions
(mutual funds, insurance, investment products), improving retention by +18%.
Used CRM tools to monitor client interactions, personalize follow-ups, and enhance client
satisfaction scores by +20%.
Collaborated with advisors and internal teams, ensuring alignment between client needs,
product offerings, and sales strategies.

Identified and pursued new business opportunities, contributingto a +25%
increase in client acquisition across key accounts.
Generated and qualified leads through outbound outreach and strategic
networking, achieving a 30%+ lead-to-client conversion rate.
Developed tailored pitches and commercial proposals for major brands,
supportingthe acquisition of high-value clients and partnerships.
Collaborated with marketing and creative teams to design integrated campaign
proposals, improvingwin rates by +20%.
Contributed to closing deals with leading brands (Coca-Cola, Orange, Accor),
supporting multi-channel marketing campaigns with 6-figure budgets.
Identified upsell and cross-sell opportunities within existing accounts,
increasing client revenue by +15-20%.

Developed and executed social media strategies to grow community
engagement by 40% for our clients.
Managed online communities across platforms (Instagram, Facebook,
Supported the sales team in generating and following up on 5-10 leads per
week.
Maintained CRM data and tracked 20-30 client interactions per month to
improve follow-ups.
Assisted in preparing weekly sales reports and presentations for business
development.
Conducted market research to identify new client opportunities and support
growth strategies.

Managed key accounts for top-tier brands like LC Waikiki, Nike, and Adidas, leading high-impact digital ad campaigns during major events like Black Friday. Spearheaded multi-million-dollar ad campaigns, driving over 100 million
impressions, achieving a 3.5% Click-Through Rate (CTR), and increasing
online orders by 25%.
Optimized ad strategies to achieve a great Return on Ad Spend (ROAS) and
consistently exceeded client KPIs for conversions and engagement.