Sales Consultant
Bahrain Islamic Bank
مجموع سنوات الخبرة :10 years, 2 أشهر
- Making financial calculations by sue DSR system & Retail banking system to determine the financial capacity of the client as per CBB terms & conditions.
- Increasing sales revenue by generating new leads & ensure their matching with our criteria & close the deals.
- Provide excellent service to existing customers to receive their financial request and fulfillment immediately.
- Submit client financial application form to Electronic Approval system and follow up it.
- Follow up the customers to ensure meet their financial needs & ensure they are satisfied with the service provided to them.
- Assisting clients to make informed decisions.
- Generate new revenue for our client through new client acquisition and up selling services to existing clients as assigned by management.
- Manage existing clients and build strong relationship with them to support company’s reputation.
- Create and deliver sales presentations to key decision makers in targeted accounts.
- Researching and Prospecting (online or in field) to identify new leads and potential new markets.
- Contacting clients to inform them about new developments in the company’s services
- contacting clients and setting up meeting.
- Conducting in-depth review of client's financial circumstances, financial products needs, current provision and future goals.
- Analyzing information and preparing plans best suited to individual clients requirements.
- Assisting clients to make informed decisions.
- Promoting and selling financial products to meet given sales target.
- Assist to prepare financial statements such as Balance sheets, cash flow statement and income statement.
- Manage the fixed assets (building under judicial custody) and use spreadsheets to record sales, expenses, and depreciation.
• Prepare of expert witness reports in relation to:
- Arbitration, Mediation.
- Prepares asset, liability, and capital account entries by compiling and analyzing account information.
- Documents financial transactions by entering account information.
- Recommends financial actions by analyzing accounting options.
- Summarizes current financial status by collecting information; preparing a balance sheet, profit and loss statement, and other reports.
- High value contractual disputes.
- Loss of profits arising from breach of contracts and commercial disputes.
- Business interruption claims.