Manager client relations and invesment
Growmore Group
Total des années d'expérience :7 years, 7 Mois
Part of the Core Investment Team of the Group supporting the Group CEO and Chief
Investment Officer in full deal cycle execution
Set up of the Group tech investment platform by : managing the creation
of the investment vehicle in ADGM Supporting the acquisition of 6%
interest in a tech startup, Identifying and assessing potential investments
in the tech industry.
Assisted in the acquisition of a Mauritius bank by: drafting the binding
offer, Finalizing the application to the Central bank while coordinating the
flow of all required information for the approval process.
Worked on the acquisition of a French financial institution focused on
money services by: drafting the binding offer Coordinating with the
financial advisers to prepare the post acquisitions cash flow forecasts.
Assisted with the set up of funds in Luxembourg.
in line with the
company standards.
Successfully promoted and sold duty free products and made it to the top
10 sellers across the company several weeks in a row.
Displayed strong team spirit highlighted by a capacity of adjustment to
work in a multicultural environment with a constant changing of team.
Provided customer support with financial transaction such as deposit,
withdrawal, foreign currency exchange, money orders and transfers
Turned multiple new customers to regular customers by showcasing
ability to listen and understand their needs mixed with a full knowledge of
the company’s products
Managed to up-sell services such as insurance packages, loan packages,
and turned objections into sales opportunities participating in making the
branch amongst the best of the country
Stood up amongst peers by constantly meetings objectives (e.g. opening
accounts) and retaining customers by building close relationships
-Coordinated schedules, meetings, and company visits, and provided
administrative support to a total of 20 staff members.
- Assisted visitors, directing to appropriate personnel, and answered an average of 50 daily calls and emails.
- Provided customers with initial introduction of available Services, recording information regarding client needs and communicating to The Manager.
- Manage office organization and general workflow from supporting staff members.
courses: Marketing Economy Management business set
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