Saad Almaqaty

• a part of B2B team and will drive WFI relationships with
o large & medium scale corporates with special focus on financial institutions
o government entities
to drive sales and revenues.
• Specific role of the individual is to build trusted relationship with Business Leaders, Human Resource and Learning & Development stakeholders in organizations across industry verticals

Operation Tasks

• Work closely with our marketing and social media teams to design required promotion and awareness campaigns for target market / clients.
• Manage and maintain sales / client’s database.

Administrative Tasks


• All administrative work such as (but not limited to)
o Payment processing:
▪ Process customer payments using our accounting system
▪ Invoice issuance
o Create proposals for target clients with relevant info and quotes

Marketing and Sales Tasks


• Identify and develop new business opportunities at B2B (with special focus on financial institution and government entities) channel by promoting our services to new and existing Clients.
• Develop and manage new and existing clients by providing high caliber of service, explore and Identify all their needs.
• Approach new businesses with proposals.
• Establish & maintain efficient relationship with new and existing clients
• Generate new business opportunities in assigned territory / channel.
• Manage clients’ / projects’ receivables and cash collections in light of preset financial KPI
• Insure clients have positive experience by communicating effectively pre and post deal process
• Oversee and manage corporate sales executives to achieve set targets
• Work closely with relevant departments / colleagues “Business directors, Ops, Logistics to ensure that our clients are getting quality service
• Receive corporate customer calls and provide them with accurate feedback
• Convert corporate customer calls to sales leads using WFI processes
• Enroll and register customers into WFI courses.

Develop and maintain a network of clients and maintain a relationship with them before, during and after their real estate transaction
Manage all advertising and marketing materials for your services
Become an expert in your clients' needs and advise them throughout the real estate purchase and sale process
Be informed on the climate of your local real estate market
Work well and manage relationships with fellow real estate agents
Mediate all negotiations and communication between client and real estate purchaser or seller

Establish and build new relationships with existing and potential producers that have prospective business that meets the companies underwriting criteria
• Maintain existing relationships in order to protect existing books of business

• Develop an in depth understanding of the company’s products
• Co-ordinate any marketing campaigns to prospects
• Conduct broker training and presentations
• Provide feedback to the underwriting department to ensure quality service and underwriting standards are maintained
• Assist brokers with product and business queries
• Demonstrate business planning skills to achieve visitation & sales targets

Ensure sales of products for customers
· Follow set KPI's by team leader for number of calls and proposals.
· Plan and execute the sales activities to achieve set target in line with AOP.
· Search for new leads by different sources (Net - calls - territory Management - Referals - CRM … etc)
· Ensure submitting the quotation within department KPI's (72 hours).
· Ensure high standard written correspondences in Arabic & English
· Ensure daily and weekly update for the month forecasting & send it on weekly bases
· Update the forecast on CRM
· Track all sales stages from identification of prospect, calls, meetings, follow ups, pricing and agreement signature, relation
· Handling inbound & outbound calls
· Maintain awareness of market trends and competitors practices and pass on the intelligence to the retail sales management
· Ensure that the incumbant exhibits strong work ethics that help the team perform as per values.
2
Cash Flow Management
· Ensure premium collection acording to Finance policy
· Ensure Preimum collection in accordanceto BA credit control policy
· Achieving 100 % of Outstanding collection
3
Reporting
· Ensure that the daily sales report is send to the Team Leader
· Ensure that a monthly report of all the accounts that has been won & also the accounts that has been lost.
· Maintain awareness of market trends and competitors move
· Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner
4
Customer experience and excellence
· Ensure that the customer is completely satisfied with the interaction during the introduction
5
Legal requirements
· Comply with all regulatory requirements of SAMA & CCHI to mitigate any compliance risk

Represents the hotel to the guest throughout all stages of the guest's stay. Determinates a guest's reservation status and identifies how long the guest will stay. Helps guests complete registration cards and then assigns rooms, accommodating special requests whenever possible.

Verifies the guest's method of payment and follows established credit-checking procedures. Places guest and room information in the appropriate front desk racks and communicates this information to the appropriate hotel personnel.

Represents the hotel to the guest throughout all stages of the guest's stay. Determinates a guest's reservation status and identifies how long the guest will stay. Helps guests complete registration cards and then assigns rooms, accommodating special requests whenever possible.

Verifies the guest's method of payment and follows established credit-checking procedures. Places guest and room information in the appropriate front desk racks and communicates this information to the appropriate hotel personnel.