Portfolio Sales Manager
Atex International Exhibitions
Total des années d'expérience :7 years, 2 Mois
ATEX International Exhibitions is an exhibitions & events company that has evolved into one of the leading organisers of exhibitions, conferences and events in the Middle East & North Africa.
• Drive sales and sponsorship targets through face-to-face meetings and over the phone
• Create new business stream to drive sales
• Conduct research for lead generation
• In-charge of managing and building strong relationships with C-level clients, country
pavilions and government ministers.
• Manage marketing and social media staff to initiate campaigns appropriate per event, also
sets visitor and delegate targets.
• Manage operation staff on pre-event, on-site and post event technicalities.
• Influence developing conferences / masterclasses to run in the event.
Finsbury Associates is a highly regulated financial services group which specialises in providing
consultation, advice and bespoke solutions in all areas of financial planning and investments
* Attained clients through a variety of different channels for potential sales and investment
opportunities
* Advised clients on Private Investment Banking solutions and Investment Platforms
* Provided tax efficient financial planning advice on products such as Personal Portfolio
Bonds, Pension transfers and Overseas Trusts based on clients intended tax jurisdictions
* Provided in depth analysis to clients on a range of international investment opportunities
namely mutual funds, structured products, indices, equities and commodities
* Recommend products and solutions for retirement planning, education planning, general
savings, life and critical insurances
* Acted as intermediary between financial institutions and clients, ensuring efficient and timely
business processes
all administration requirements in line with regulatory requirements up to FCA
standards including; source of funds, risk profiling and portfolio growth illustrations
* Consistently met and exceeded sales targets