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lana karam, Financial Advisor

lana karam

Financial Advisor·MetLife

Lebanon

Master's degree, Business Administration

Work experience

Total years of experience: 10 years, 8 months

Financial Advisor

January 2019 - April 2019

MetLife

Beirut, Lebanon

January 2019 - April 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

Company industry:
Insurance & TPA
Job role:
Consulting

operations manager

September 2015 - December 2018

Sarkis Lteif & Sons

Beirut, Lebanon

September 2015 - December 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.

Company industry:
Retail & Wholesale
Job role:
Administration

Executive Assistant

April 2013 - August 2015

sarkis lteif and sons

Beirut, Lebanon

April 2013 - August 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.

Company industry:
Retail & Wholesale
Job role:
Administration

Cashier

November 2011 - March 2013

Sarkis lteif and sons

Beirut, Lebanon

November 2011 - March 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

Company industry:
Retail & Wholesale
Job role:
Customer Service and Call Center

assistant secretary

May 2011 - September 2011

aquamarina 2

Lebanon

May 2011 - September 2011

customer care, phone operator

Company industry:
Ground Fleet, Aviation, & Marine Refuelling
Job role:
Secretarial

Cashier

July 2010 - February 2011

on the road jbeil

Lebanon

July 2010 - February 2011

cashier, responsible of the store higene, responsible of ordering missing items from the store, western union transactions

Company industry:
Catering, Food Service, & Restaurant
Job role:
Sales

Telemarketing

October 2009 - June 2010

DoReMi magazine

Lebanon

October 2009 - June 2010

selling magazines for kids on the phone, reviewing customers feedback

Company industry:
Non-profit Organization
Job role:
Marketing and PR

waitress

June 2008 - October 2009

edde sands

Lebanon

June 2008 - October 2009

seeking customers orders, assuring customers happiness, maintaining food hygiene

Company industry:
Catering, Food Service, & Restaurant
Job role:
Customer Service and Call Center

Education

Arts, Science and Technology university in Lebanon

July 2018

July 2018

Master's degree, Business Administration

Lebanon

GPA (point): 3.68 out of 4

GPA (point): 3.68 out of 4

Arts, sciences and technology university in lebanon

June 2013

June 2013

Bachelor's degree, management information system

Lebanon

GPA (point): 3.8 out of 4

GPA (point): 3.8 out of 4

Skills

Hygiene
Expert
Hygiene
Expert
Interactive Experiences
Expert
Interactive Experiences
Expert
Information Development
Expert
Information Development
Expert
Information Management
Expert
Information Management
Expert
Information Seeking
Expert
Information Seeking
Expert
microsoft visual studio
Beginner
microsoft visual studio
Beginner
Microsoft office
Intermediate
Microsoft office
Intermediate
Hygiene
Expert
Hygiene
Expert
Interactive Experiences
Expert
Interactive Experiences
Expert
Information Development
Expert
Information Development
Expert
Information Management
Expert
Information Management
Expert
Information Seeking
Expert
Information Seeking
Expert

Languages

Arabic
Expert
English
Expert
French
Expert