jason clemo, Senior Business Analyst

jason clemo

Senior Business Analyst

Naseba

البلد
الإمارات العربية المتحدة - دبي
التعليم
الثانوية العامة أو ما يعادلها, Business Management; Accounting; Biology; Mathematics
الخبرات
6 years, 1 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :6 years, 1 أشهر

Senior Business Analyst في Naseba
  • الإمارات العربية المتحدة - دبي
  • فبراير 2017 إلى مايو 2017

Role:
• Senior business analyst in the investor introduction team focused on finding Global Healthcare and Tech companies to attend investor introduction meetings and summits we host and facilitate across Europe, GCC, China, South East Asia and India.
Duties:
• Extensive research finding the right companies and at the right stage of funding.
• Maintaining strong relationships with companies globally to get an understanding of their investment and market strategies to help them expand their global presence.
• Developing new business by having them pay and attend our investor introductions meetings and summits.
• Facilitating the process from the client attending the meeting through to helping them raise the capital. Ranging from $3 Million up to $15 Million.
• Reporting to the Founders; Partners; Board Directors; CEO’s or CFO’s of the companies attending.

Senior Business Development Manager في deVere Acuma Group
  • الإمارات العربية المتحدة - دبي
  • يناير 2016 إلى فبراير 2017

Role:
• Senior Business development manager role, working alongside the area manager and a senior consultant generating business through new and existing clients to achieving weekly and monthly targets.
Duties:
• Developing new business through cold-calling and networking events.
• Liaising with financial institutions to make sure all policies and client valuations are up to date.
• Managing existing client portfolios and reports. Analysing and identifying the level of their current investments and solutions to help them achieve their financial goals
• .Achieving set out weekly and monthly targets.
• Assisting expats in the UAE with all areas of their offshore requirements.
• Completing financial examinations to become a Wealth advisor.

Senior Sales Associate في Circle Consulting
  • جنوب أفريقيا
  • يناير 2015 إلى ديسمبر 2015

Role:
• Senior position responsible for Managing and building relationships with existing accounts while still generating and closing new business through Face to Face meetings to achieve monthly sales targets. Responsible for managing a small telesales team.
Duties:
• Managing 2 telesales representatives in order to book appointments with new prospects.
• Managing corporate and key accounts of multi-branch companies and across Africa.
• Working with Channel partners to ensure the right solution and costing has been implemented.
• Quoting and presenting to new and existing clients to generate and achieve monthly targets.
• Selling solutions to SME’S and Corporates - Yealink Hosted IP telephone systems, Samsung IP systems, MPLS and VPN Solutions, DSL, wireless and Fibre line connectivity, XEROX and Canon automation equipment.

Business Development Manager في Carrick Financial Services
  • جنوب أفريقيا
  • أغسطس 2014 إلى نوفمبر 2014

Role:
• Business Development Manager generating new business with a focus on British expatriates and IHNW individuals in South Africa.
Duties:

• Generating new business through cold calling and seminars with services providers.
Liaising between 2 separate sectors.
• Administration work - Preparing paperwork for new clients in order to set up specific offshore trusts through different financial institutions.
• Assisting higher net worth South African residents with OPES offshore trusts, Portfolio management Tax Planning and Wills.
• Assisting British expats with QROPS. Helping them gain more control and mitigate tax on frozen pension schemes.
• Reaching weekly and monthly sales targets and completing sales reports.

Business Development Manager في deVere Acuma Group
  • جنوب أفريقيا
  • يناير 2014 إلى يوليو 2014

Role:
• Business Development Manager responsible for generating new business to achieve weekly sales targets and completing sales reports.
Duties:
• Cold Calling and setting up networking events and seminars to find new clients.
• Preparing paperwork for new clients in order to set up specific offshore trusts through specific financial institutions.
• Managing existing clients.
• Reaching weekly and monthly sales targets.

Sales Representative في Circle Consulting
  • جنوب أفريقيا
  • مارس 2011 إلى نوفمبر 2013

Role:
• Sales associate responsible for generating and closing new business through Face to Face meetings and events while reaching monthly sales targets.
Duties:
• Cold Calling; Direct Sales and networking client events.
• Developing a new client base.
• Reaching and exceeding monthly sales targets.
• Presenting and quoting new clients on specific solutions.
• Project managing new installations
• Selling Hosted IP solutions to SME’S and Corporates - Yealink Hosted IP telephone systems, Samsung IP systems, MPLS and VPN Solutions, DSL, wireless and Fibre line connectivity, XEROX and Canon automation equipment.

الخلفية التعليمية

الثانوية العامة أو ما يعادلها, Business Management; Accounting; Biology; Mathematics
  • في Table View High School
  • ديسمبر 2010

Specialties & Skills

Telecom Sales
Wealth Management
Financial Services

اللغات

الانجليزية
اللغة الأم
الأفركانية
متوسط

التدريب و الشهادات

International Certificate for Wealth and Investment Management (الشهادة)
تاريخ الدورة:
June 2016
International Certificate for Introduction to Securities and Investment (الشهادة)
تاريخ الدورة:
May 2016
Certificate for UAE Financial Rules and Regulations (الشهادة)
تاريخ الدورة:
June 2016