Account Opening Team Leader
MULTITRADE IKON DMCC
Total years of experience :14 years, 0 Months
Responsibilities:
- Develops, initiates, maintains and revises policies and procedures for the general operation of the Account Opening and Compliance program and its related activities to prevent illegal, unethical or improper conduct. Manages day-to-day operations of the Account Opening and liaison work with head office and back office.
- Develop and provide effective training (Account Opening, Compliance and CRM system) for new employees as well as ongoing training for all employees and managers.
- Generate periodic MIS reports and provide reports on a regular basis.
- Responsible for acting as a liaison between clients, sales persons and company. Assist with complaints, error, investigations and other queries. Resolve clients’ complaints via phone and email by clarifying the client’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. .
- Act as key liaison person with head office in Beijing, back office in Turkey, compliance office in UK and Australia to maintain relationship, obtain and provide required information, updates, communications and assistant.
- Managing company’s key accounts/accounts that brought in by the CEO, maintaining a long term relationship with accounts and provide support and assistant as and when required.
Accomplishment:
- Managed to shorten the timeline for an account opening from the general practice of 2 to 3 to 1 working day.
- Shared the innovation experience and trained the employee of another newly setup office in ShenZhen, China. Remotely support the new team from Dubai office till fully independent.
Responsibilities:
- Drive new account sales by demonstrating the benefits of the company’s products and services.
- Introduce new client business to achieve or exceed monthly targets.
- Converts leads into sales; ensure high quality interaction with potential clients.
- Being able match customer needs to our product/service range, explain to clients the company’s trading systems.
- Support clients with questions regarding trading, funding procedures, technical issues as well as administration and account opening.
- Work closely with management to implement marketing campaigns for the covered region.
- Consistent target achievements, in turn, increasing target marks respectively.
Accomplishment :
- Overachieved number of target set for new account opened for consecutive months, and always maintained the highest number of new account opened in the team.
Responsibilities - SFE:
- Worked with Business Operations Lead to design and launch a periodic Sales and Performance dashboard for 5 countries in the Gulf and 150 users. The dashboard linked sales performance vs. market, sales force activities, survey results and inventory data of all customer facing employees.
- Designed and launched a periodic Individual Sales Force Performance Assessment Dashboard for 5 countries in the Gulf and 150 users. The individual dashboard linked the result of individual monthly sales force activities and in-market sales achievement.
- Worked with Sales & Marketing Intelligence Analyst to align with Business Unit Leads on the in-market Sales Incentive Programme and communicate to individual sales force.
- Designed and create periodic Sales and Marketing Plan Template.
- Coordinate with IT and other related departments for timely availability of IMS data for analytical and sales trend on customer portfolio.
- Worked with Business Unit Leads to align and agree on the BCM & FLM Yearly Planning Calendar.
Responsibilities - CRM:
- Co-leading a Customer Engagement platform with SFE Manager in the Gulf region in 2010 and 2011 that resulted in significantly raising the business implementation level, increase employee buying and alignment to business processes. The project included managing strategies and implementation of scientific leader management, customer relationship management, Customer Centric Interaction and sales force KPI projects.
- Co-leading the launch of an Oracle based CRM with SFE Manager in 5 countries in the Gulf and 150 users in 2010 that resulted in an adoption rate of 90% to KPIs by December 2010. In this project, I was the communications lead, database Lead, CRM administrator, Reports lead and trainer. Continue to provide support on upgrade/modification to the system through functional analysis, and carry out UAT.
Completed :
- Merck Six Sigma Yellow Belt Training - December 2011
Responsibilities:
- Control dead and overstocked products across markets, promoting Intercompany sales, and supporting emerging markets.
- Responsible for increasing product movement between markets; with a clear plan to deplete unhealthy stocks. Managed to move averagely AED 1.5 million worth of stock every month within markets.
- Monitor and negotiate with logistics suppliers, improving beyond borders delivery lead times and cost.
- Support Supply Planner during his absence. Accurately analyzing and assessing statistical data.
- Support purchasing department & marketing function with external foreign communication. (Special language such as Chinese, Cantonese and Malay).
New Assignment:
- Reporting direct to Business Development Director in supporting his additional functional responsibility for the Sales operation in UAE. In this additional responsibility, the main task will focus on step changing, drawing sales strategies, designing the organization structure and improving the tools and resources available to align with company's business downsizing strategies.
- Completing the administrative needs of the Sales Department, help Sales Representatives improve their productivity to win business and spend more time selling.
Responsibilities:
- Initiate product discussion and delivered effective sales presentation to pharmaceutical buyers and healthcare professionals.
- Exceptional success penetrating new markets and establishing genuine rapport with doctors and pharmacists in the short period of time.
- Established network of buyers using innovative sales approach.
- Organized and implemented highly successful “sales-blitz” in my sales territory together with territory sales partners, managed to increase sales by more than 35% and gained new accounts.
- Being assigned additional responsibility by covering the vacant area. Managed to deliver and over achieved sales target for the vacant area; coverage carried out for 7 consecutive months.
- Organized conferences for healthcare professionals and other medical staff; includes managing budgets (for catering, outside speakers, conferences, hospitality, etc).
Accomplishments :
- Excellent Service Award - July 2007
- Special Achievement Award - January 2008
- Promoted from Product Specialist to be Senior Product Specialist - January 2008
- Managed to build and increased account base by 50% through assertive salesmanship and consistent follow-up, managed to deliver and over achieved sales target every year.
Responsibilities:
- Develop market strategies and price plans that cater to the prepaid segment to gain market share.
- Led the wholesale marketing team of 6 sales executives to deliver sales and subscribers target, agreed annual objectives & goals.
- Explore new business opportunities such as wireless broadband, mobile games, etc to bundle with company's existing telecommunications services.
- Collate customer’s feedback and competitor’s information; liaison with the project development team on market’s new product / value added services implementation.
- Follow-up till the projects fully implemented; prepared marketing materials, train the sales team and provide briefing sessions to Customer Services team.
- Involved in company corporate planning tasks, such as Initial Public Offering (IPO), PR arrangements, corporate profile presentation, etc.
- Handled ad-hoc task, research and ad-hoc projects within the group’s operations.
- Closed contacts with foreign Telcos and local regulatory commissioners.
- Attended international Telcos’ exhibitions (held in Hong Kong and Singapore); meetings & seminars held by Malaysian Communications & Multimedia Commissions (MCMC) and Multimedia Development Corporation (MDC); new product launching for telecommunications or network products related.
Accomplishments :
- Promoted from Marketing Executive to Assistant Marketing Manager after 6 months joined - Dec 2003
- Outstanding Performance Award in the company - January 2004
- Applied and granted Application Service Provider (ASP) Individual License for 2 subsidiary companies.
- Applied and granted Network Service Provider (NSP) Individual License for the company.
- Successfully implemented international buy and sell minutes business with international telcos. Capacity of 45MB leased line fully filled up in less than a year. On-going pricing negotiation and quality monitoring to maximise company’s profitability.
Responsibilities:
- Managed projects and promotions activities for merchants and Diners Club Cardmembers to drive Diners Club revenue and Cardmembers loyalty growth.
- Support Establishments, Sales and Marketing team with corporate events, marketing or product campaign, communication leaflets, monthly newsletter, Cardmembers Quiz activities prize sponsorship, Cardmembers’ Birthday Promotion, Joint Promotion with Merchants, write-ups and printing.
- Build good relationship with merchants for joint promotions and prize sponsorship.
- Printing suppliers’ contracts, quality and pricing review.
- Research and prepare monthly competitors’ activities report.
- Annual marketing budget allocation and activities plan.
- Worked with IT department to generate IMS data for analytical and cardmembers’ spending trend.
- Worked with a cross-departmental team and web developer, copyedit, proofread, maintain and update all web content.