Marketing And Business Development Manager
Eurostar Group
Total des années d'expérience :7 years, 4 Mois
• Supervise team by providing guidance, training, mentorship, setting sales targets and goals, create sales plans, assign sales territories and build a strong team
• Communicate job expectations by planning, monitoring, appraising and reviewing job contributions
• Manage recruitment, selection, training, assignments, schedule, coach, counsel and discipline employees
• Identify and address problems and opportunities for the company. Build alliances and partnerships with other organizations.
• Communicate customer issues with operations team and devise ways of improving the customer experience, including resolving problems and complaints
• Oversee the activities and performance of the department.
Operations Representative - Account Opening & Maintenance
• Manage financial account records within the bank for both Corporate & Individual clientele
• Process customer and account source documents by reviewing data for deficiencies, resolving discrepancies by using standard procedures or returning incomplete documents to the branch for resolution.
• Perform the due diligence on new clients, requesting the KYC information, documentation, review and verify the received documentation
• Investigate high risk clients and reporting where necessary, including Politically Exposed Persons (PEP), and obtaining all necessary documentation to complete the client file
• Perform Risk Assessment, analyze current risks and identify potential risks that are affecting the company
• Review, validate, and process all tax (W-8 Series and W-9) forms ensuring clients are FATCA/CRS classified using the global tax validation tool
• Perform World-Check & Black List check to minimize false positives and ensure consistent results
• Secure information by completing data base backups & Maintain operations by following policies and procedures
• Maintain customer confidence and protect operations by keeping information confidential. • Identification and escalation of potential or actual problems arising from the daily work in a timely manner
• Answering and responding the various phone calls, emails Client inquires following up with them as necessary to ensure all queries are answered well in time.
• Effectively involved in training of associates in systems part as well as process and responsible for their performance while in training
Provide guidance and assist sellers/buyers in marketing/purchasing property for the right
price under the best terms.
• Act as an intermediary in negotiations between buyers and sellers over property
prices and settlement details, and during the closing of sales.
Financial Analyst - Corporate Actions
Process Equity and Bond payments for global Clientele in US and Canadian Securities Market
• Process International fund transfer via Wire transfer and SWIFT payments, Web Cash Movement, CRM, Finnacle
• Worked with Depository Trust & Clearing Corporation, Canadian Depository, American Depository Receipt, Federal Bank, Royal Bank of Canada. Royal Bank of Scotland, Citi Bank and others
• Reconcile client payment reports on daily basis
• Identification and escalation of potential or actual problems arising from the daily work in a timely manner
• Answering and responding the various phone calls, emails Client inquires following up with them as necessary to ensure all queries are answered well in time.
• Responsible for maintaining daily Ms Office (Excel, Word) based reports & Record
in
Commerce