Private Wealth Manager
Globaleye
Total years of experience :7 years, 2 Months
In my first 7 months i have successfully acquired and now manage in my portfolio 35 clients, with total assets under management of $600, 000 and growing.
Creating opportunities for lead generation has been key to my success so far and this has been
done via organizing networking events and attending business councils. Also conducting
business seminars and workshops for financial planning.
Other areas of focus have been the managing of my CRM data, cross selling for our affiliates
and monitoring financial market trends to ensure best advice.
Manages all activities necessary to the efficient operation of a group of stores, more particularly, to ensure that those stores provide prompt and courteous service to customers in order to maximize sales and customer service in order to promote the company’s image of quality and professionalism.
Responsible for managing sales of the company, to achieve business objectives and goals set by the Board. Ensure to achieve sales targets monthly/quarterly/yearly as per the sales budgets shop wise / Region wise / department wise and companywide.
Key Job Functions
• Recruit, train and develop professional people.
• Visual presentation, customer service, administration, security, and control operating costs.
• Create all company policies and procedures with the management team.
• Ensures that all employees comply with company policies, practices & procedures.
• Ensures stores operate within predetermined budgets and obtains their sales objectives.
working in one of the toughest areas in london with a declining customer base, was able to improve my section by maintaining the work force that i had and enhancing it with strenghining my team skills and approach to work. my section grew to the biggest of that area.
Duties that i carried out:
•Improving sales and collections.
•Encouraging colleagues to proactively seek new quality customers and retain existing customers
•Supporting and developing a team of sales and collections agents.
•Creating a development environment though regular one to ones and team meetings.
•Mentoring colleagues through arrears management techniques to maximise collections.
•Recruiting, training all new colleagues to actively perform in line with business objectives.
•Ensuring compliance is completed and documented in line with company procedures.
My position is second in control to the manager in running the branch, so my duties include taking over responsibilities in managing staff, maintain sales in various services, personal loans, home insurance, managing their accounts and providing financial advice along with overall running of the branch. This role is perceived to be the most vital for customers who bank with LloydsTSB as I look after their everyday personal interest in their finances which allows me to advise and manage their finances to give them best service available i.e. to make more money, save money or help get them out in financial trouble.