Project Administrator / Executive Assistant
Golden Circles Management Consultancy
Total years of experience :9 years, 8 Months
Prepares reports, correspondence, presentations and manages the executive's schedule; Researches and compiles data and liaisons with individuals inside and outside the company on behalf of the executive; Tracking and reporting project overall progress; Secures information by completing data base backups; Performs basic administrative tasks
Responsible for in-house selling and cross-selling of other bank products and services to all bank customers; Responsible for managed account portfolio with clear targets; Processes opening of new accounts and placements; Ensures prompt and efficient service delivery in compliance with service standards of the Bank; Conducts marketing calls to maintain and nurture customers' relationships; Implements promotional and marketing efforts; Attends to customers' complaints
Markets the products and services of the bank; Interacts with the customers on possible solutions to their different financial problem; Portfolio growth; Grow products holdings per customer; Implements promotional and marketing efforts; Maintain excellent customer experience and grow customer loyalty
Provides information to new and prospective customers regarding interest rates, account charges and other pertinent account information; Processes and opens new accounts; Refer customers to appropriate bank personnel in order to meet their financial needs; Responds to customer questions and resolves problems; Compiles forms and documentation of new accounts and verifies input data