Sales and Product Manager
Quintessentially
مجموع سنوات الخبرة :5 years, 8 أشهر
Sales and business development of app software and advertising platforms to global corporations Product Management of luxury lifestyle app and online magazine. Overseeing content on luxury lifestyle app and online magazine. Sourcing and managing a content team in London, New York, Hong Kong, Toronto, and Dubai. Building and implementing content strategies, marketing strategies, and app development. Marketing lifestyle app and online magazine. Managing social media platforms. Creating marketing presentations.
Marketing and communication to corporate and individual clients via email, post, telephone, and website. Development and maintenance of existing and potential corporate and individual clients. Corporate and retail sales (telephone, email, PP presentations, Sales presentations, WebEx, Seminars) Educating clients on how to plan for retirement, what investment products are available, the importance of life insurance, etc. Attend, plan, and host corporate and individual client meetings. Management, maintenance, and implementation of Corporate Group Pension Plans and Corporate Group Benefits for various large and small corporations. Individual Financial Planning and Investment Advice (Mutual Funds, Segregated Funds, Equities) Life Insurance, Disability Insurance, Critical Illness advisory and sales.
Nurturing existing client relationships and being the first point of contact via phone and email. Executing account transfers, cheque requests, and electronic disbursements. Maintaining all client accounts in good standing. Mediating and solving client requests. Placing client trade orders. Opening, processing, and maintaining client accounts while following the Know-Your-Client guidelines. Providing support to an Investment Advisor.
Processing large volume Accounts Payables and Receivables. Processing weekly and monthly bank reconciliations for eight bank accounts in three currencies (CDN, USD, GBP). Entering journal entries. Assisting with month, quarter, and year-end. Other duties as assigned.