Senior Client Associate
Edge Services & Solutions Co.
Total years of experience :4 years, 9 Months
●Helped launch my client's (California Deluxe Windows) new CRM Software which featured Cloud Based Quoting, CNC
Integration, Production Scheduling, Payroll Reporting, Logistics and Sales IQ. Making the operations of the company
more efficient and effective.
● Effectively costing each order and calculating Sales representatives commissions.
● Auditing all quotes and orders to check for errors and misrepresentation.
● Constant liaison with Company Clientele, Production department, Sales Representatives, Measure Team, and bi- weekly meetings with senior management on suggestions to improve company operations and help smooth line the
new CRM software.
● Awarded Employee of the Month twice.
●Producing high quality Credit Proposal involving in-depth financial analysis on actual and budgeted financial figures of various corporate customers as well as a comprehensive business analysis enabling thorough credit risk assessment in conformity with Bank's policy and SBP Prudential Regulations.
●Started handling a portfolio of numerous Corporate Clients only 2 months into training. Clientele that consisted mainly of Domestic companies and International Companies, including Turkish, Russian, Ukrainian and Chinese Companies. Providing them tailored financial products and solutions as per their needs.
●Keeping up with the business market, industrial trends, new Start-ups and other stipulations. Generating new leads, meeting with high profile executives and business owners to discuss their future business prospects and provide financial solutions.
●Achieved & excelled all targets whilst closing the highest grossing single transaction in the region.
Data Entry
Daily Reconciliation
Customer Relationship
Tax Reports
Partly Qualified (9/13) - All Applied Knowledge and Applied Skills Exams Cleared. Projected to complete the remaining professional exams by the end of 2024 (Transcript Attached)
Financial Review of Saif Textile Ltd. Marketing Analysis of Haideri Beverages (PEPSICO) Overview of Organizational Culture of Bank of Punjab Society's Attitudes towards Debit and Credit Cards: Introducing an Alternative Card (09/2019 - 01/2020)