Relationship Manager
CMS Financial
Total years of experience :4 years, 6 Months
● Actively brought high net worth clients to the firm, and retained current
clients by proactively informing them of the latest FX and commodities
developments.
● Achieving the target in the process despite any hurdles.
● Offering training and assistance to clients on the trading platform, or in
understanding the overall FX and commodities market.
● Successfully liaised between the firm, clients, and any outside third-party
members looking to aid in the client's Investment success.
● Achieve monthly sales target
● Recommend certain Services such as investments and trading that are in line
with each investor's approach towards returns and risk.
● Provide detailed training on trading platform to help prospective clients
make their first steps in trading
● Manage existing accounts and provide support to accounts when in need.
● Respond to any enquiries from any potential clients.
● Building and maintaining business relationships with clients.
● Discussing and assessing clients current and future insurance needs.
● Negotiating policy terms and costs with insurance providers.
● Arranging insurance cover for clients with the insurance provider.
● Preparing reports for insurance underwriters.
● Advising clients on making claims on their policies.
● Renewing or amending existing policies for clients.
● Receive calls from customers with complaints or queries for information and
ensure all complaints are logged and responded to in a timely manner.
● Researching and compiling answers to information requests.
● Ensuring that adequate communications are held with all relevant parties
during the investigation and resolution of complaints.
I have bachelor's degree in Economics and Business Administration