Partner Services Associate
Greenstone Equity Partners
Total years of experience :7 years, 8 Months
As an office manager, I am responsible for organizing all of the administrative activities that facilitate the smooth
running of the office. This includes organizing of people, information and other resources. Makes sure that office
equipment is maintained, relevant records are up to date and that all administrative processes work effectively.
The scope of my responsibilities is as follows:
• Use a range of office software, including email, spread sheets and databases, to ensure the efficient running of the
office.
• Brainstorming of ideas to be presented to the client
• Budgeting and Costing for the project
• Handles Staff Operations on site during events
• Oversee the operations on site during events
• Scouting for the best suppliers
• Scouting for the best talents and performers
• Handling freelance staff for events·
• Handling of suppliers and admin needs for events·
• Processing of permits and approvals for events·
• Manage online and paper filing systems
• Develop and implement new administrative systems, such as record management
• Record office expenditure and manage the budget
• Organise the office layout and maintain supplies of stationery and equipment
• Maintain the condition of the office and arrange for necessary repairs
• Organise and chair meetings with staff
• Oversee the recruitment of new staff, that includes training and induction
• Ensure adequate staff levels to cover for absences and peaks in workload, often by using temping agencies
• Carry out staff appraisals, manage performance and discipline staff
• Delegate work to staff and manage their workload and output
• Implement and promote equality and diversity policy write reports for senior management and deliver
presentations
• Respond to customer enquiries and complaints
• Review and update health and safety policies and ensure they're observed
• Check that data protection laws are being adhered to in relation to the storage of data, and review and update
policies
• Manage social media of the organisation.
As a Corporate Sales and Marketing Executive, my scope and responsibilities are summarized as follows:
• Developing marketing agendas
• Researching and analysing competitors
• Planning and executing new marketing initiatives
• Managing corporate clients relationship
• Tracking sales data
• Identify business opportunities and target markets
• Identify each customer's need
• Build meaningful relationships within the company and outside
• Research market trends and products
• Arrange meetings with potential clients as well as potential contacts
• Check quantity and quality of products prior to delivery
• Record sales information and maintain customer's records
• Prepare sales reports by analyzing and summarizing information
• Review self sales performance with a view to improve it
• Tracking of collection activity to ensure that all clients are paying on time
As a Sales Executive, I build a client base for banking direct sales through prospecting, networking, referrals.
• Develops new business prospects in specific geographic areas through cold calls
• Interacts with existing customers to increase sales of the bank’s product and services
• Promotes the bank’s products and services to existing and prospective clients by utilizing available resources
• Develops and maintains positive relationships with banking client inquiries and ensures their needs are
consistently met
• Addresses client inquiries and ensures their needs are consistently met
• Monitors banking industry trends, competitive products, and pricing, that may affect the bank’s products and
services in order to update and adjust direct sales solutions for clients
• Promote products and services to customers and negotiate contracts with the aim of maximizing sales profits
• Works under general supervision, typically reports to a supervisor or manager.
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