Sola Boutros

Holding Governments Accounts and Preparing Contracts Rates for the company's. booking and offers Contacting Clients for Hospitality

• Collaborate with other financial planners / expertise on our team
• Build comprehensive financial plans
• Educate clients and answer questions about investment options and potential
• Monitor clients’ accounts and determine if changes are needed to improve alignment of the account strategy to objectives and constraints
• Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes
• Analyse financial information
• Conduct financial planning research using different databases
• Prepare and revise financial reports/plans for clients
• Interact with the investment team to understand strategies, risks, and portfolio positioning
• Generate new client opportunities through networking, referrals, and other sourcing strategies

• Accomplish business development activities by researching and developing marketing opportunities.
• Manage sales of the company’s products and services within a proposed area.
• Produce and organize the company’s marketing collateral, for example; leaflets, banners, flyers, broachers etc.
• Maintain and manage the development of the company’s various websites
• Manage PR campaigns
• Receive and co-ordinate all sales in line with the company’s sales process
• Follow up sales activities with clients & potential clients
• Chase and analyse the reason for failure to turn an enquiry into a new job order
• Monitor company’s sales performance

• Responsible for running a credit control team of three people, reducing write off rates and bad debt provision year on year
• Won several major disputes with client’s priors to taking court action to recover debts
• Worked with the Sales Director to reduce the business risk by ensuring some customer payments were made upfront
• Helped reduce the overall level of debt, as a percentage turnover.
• Was responsible for managing some key accounts and ensuring all sales invoices queries were dealt with promptly

• Maintenance Programs for Maserati Cars premium service and premium service plus
• Car Models, Tools and Services
• Car Services and check up
• Managing events and exhibitions

• Receive customers' requests by telephone or mail, analyse and provide information requested
• Respond politely and courteously to customer inquiries via email or telephone and ensure speedy resolution of issues
• Analyse transactions, correct records, and adjust errors
• Handle high volume of emails and phone calls daily
• Refer unresolved customer grievances to designated departments for further investigation
• Identify fraudulent refund complaints of customers and report to concerned department

• Manage accounts receivable and cash management function
• Manage receivable management - monitor debtors ageing, interact with the customers for collections & clarify issues, send reminders and provide MIS on debtors to the management
• Manage & monitor delinquent account collection and establish terms of payment as well as handle vendor management
• Formulate effective debt collection mechanisms to ensure timely receipt of money from clients
• Monitor collections processes, as well as set up new processes for improving collections time
• Handle collections from customers across various delinquencies and take appropriate measures for normalizing the delinquent accounts
• Render regular feedback to the sales and collection team on the portfolio performance, quality of sourcing, turnaround and market trends
• Manage timely & accurate processing of bills and detection of billing discrepancies to ensure zero level system errors
• Review and manage issues & significant transactions;
• Monitor credit applications received by new or existing customers
• Liaise with internal and external customers to ensure adherence to the company credit policies