lana karam

Financial Advisor

MetLife

البلد: لبنان
التعليم: ماجستير, Business Administration
الخبرات: 10 years, 8 أشهر

الخبرة العملية

مجموع سنوات الخبرة :10 years, 8 أشهر

Financial Advisor في MetLife

لبنان - بيروت
يناير 2019 إلى أبريل 2019

Meeting clients for a financial study
Prepare a tailor made illustration for each client
Advising clients about their needs and wants
Following up with clients
Recruiting potential sales advisors

operations manager في Sarkis Lteif & Sons

لبنان - بيروت
سبتمبر 2015 إلى ديسمبر 2018

 Managing a Healthy Workflow within the Organization (Coordinating throughout the entire Operation being Management Team, Sales Team, Customer Service, After Sales and Maintenance)
 Checking all Daily Sales, Receipts & Purchases.
 Monitoring Daily Reports sent by Head of Departments.
 Closing Daily Cash and checking amounts accuracy.
 Checking & Monitoring Daily Banks Accounts. Supervising Visa Statements& Consumer Loans and making sure commissions are properly calculated.
 Controlling Payments (Setting Dates, Amounts to be spent& Bank Accounts to be used).
 Monthly Banks Reconciliation.
 Meeting with Key Suppliers to close Deals &Contracts, Set Target, End of Year Compensation and Branding Fees.
 Checking “Before Order” issued by the Procurement Department before placing Purchase Orders (making sure Costs are correct and Quantities are reasonable)
 Preparing Quotations for Corporate Clients and Following up for Deal Finalization.
 Initiating Special Campaigns, Fixing Prices & Managing Execution.
 Coordinating & Meeting with Banks Representatives.
 Coordinating with the Company System Provider on behalf of the whole Team, for Corrections, Upgrades &New Versions.
 Coordinating with the Company IT Support for all Technical Problem Solving, Inquiries & requirements.
 Coordinating with the Company Website Developers, for Website Integration and Launching.
 Worked on Company System Migration from “Fox Pro” to “SQL”
 Generate Monthly P&L for Partners.
 Setting Monthly Targets for Salespeople and Preparing Monthly Incentive Pay.

Executive Assistant في sarkis lteif and sons

لبنان - بيروت
أبريل 2013 إلى أغسطس 2015

 Transact Company Purchases Invoices.
 Create New Item on Company Operational System (Define Categories & Sub Categories, Full Specs, Cost and Selling Price)
 Follow up with Suppliers for Credit Notes reception & Transact vouchers accordingly.
 Suppliers Statement of Account reconciliation.
 Transact all Bank Vouchers (Visa Vouchers, Caisse, Consumers Loans, Payments…)
 Checking Items Price Lists & inquires compensation when needed.
 Send Sellouts to Suppliers for Consignment Products & Request Invoices.

Cashier في Sarkis lteif and sons

لبنان - بيروت
نوفمبر 2011 إلى مارس 2013

 Generate Sales Invoices.
 Issue Payment Receipts.
 Prepare Delivery Notes to be sent to the Store Keeper.
 Respond to Clients inquiries.
 Generate & Follow up on Customers debt Report.
 Fill & Submit Consumer Loan Applications