Senior Portfolio Manager
Bric Group
Total years of experience :12 years, 10 Months
Helping clients invest in different investment products from buy to let units for cash flow, fractions to land investment for capital growth. Main responsibilities include generating new business over the phone by calling leads from social media. This includes prospecting, building desire, removing fears, identifying ideal investors and closing through a very detailed structure over 3-5 calls. Average sale value of the product is $100, 000.
Achievements: Senior Portfolio Manager Level which includes more than 150 existing clients that I am currently managing investment portfolio worth more than 30 million USD. This comes through a very deep level of client relationship and by delivering the highest level of service through constant follow up. I am also a team leader for the entire sales floor helping junior as well as other senior staff with sales process.
Developing new contacts in the UK through cold calling. Finding new clients and subsequently retaining them for the long term. Working with clients and helping them make the right decision in respect to their enegry agreements. I also had to develop and maintain healthy, long-term relationships with clients and energy suppliers.
Specialties:
• Energy Procurement: Fixed contracts, Flexible purchasing, Structured energy products, Basket tenders
• Energy Markets: tracking & analysing
• Risk Management Strategies
• Budget planning & targeting
• Multi-site Account Management
• Query Management
• Bill Validation
• Consumption Targeting & Monitoring
• Renewable Energy
• Energy Efficiency
• Site Works Project Management
• Meter Installations
• Water Management
• Energy efficiency finance & implementation
• Worked in Credit Administration Department
• Administered the collections in accordance to the State law such as the fair credit and bankruptcy claims.
• Prepared monthly statements for some of the customers and assisted with the audit of the annual account receivables and payables.
• Maintained corporate policies in the customer credit and collection.
• Prepared the weekly cash receipts, credit card and bank usage reports.
• Monitored the credit card holds on the customer orders such as releasing and placing hold orders.
Graduated as the 6th best student in generation with high honors. Had great interest in finance and investment banking. Served as a president of finance club where we tracked international equity markets on a weekly basis. Received a certificate for outstanding performance for each year. Relevant Courses: Finance, Corporate Finance, Banking, Investment Banking, Financial Mathematics, Accounting, Corporate Accounting, International Finance.
