Personal Assistant
Pall Mall Consultancy Limited
Total des années d'expérience :11 years, 6 Mois
Assisting in preparing financial reports for the company book-keeper
Diary support for the Managing Director Organization of incoming VIP Visits
Liason with suppliers
Assisting in travel arrangements
Driving and running errands for the Managing Director
Management of petty cash and receipts
Send reminder for Business Appointments Documentation works
Assisting PRO related works
Make sure the office have enough stationary items and also make sure all the office equipments are working properly
Organizing and overseeing maintenance of the property
Ensuring the property is always secure and clean Supervising and managing otherstaff members Perform any other tasks, within reason, required by the employer
* New Business Development by actively bringing new clients to the business and thus expanding the portfolio and achieving individual Retail Banking and Wealth Management (RBWM) performance metrics via data calling and available networks.
* Business analysis and business planning to actively source new business via individual networks and corporate.
* Hands on experience in working with Seibel and Oracle HRMS, IBM File net, SFE ( Leads and Data Management ) and HUB.
* Meeting clients expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face, in written or at the telephone.
* Effective use of tools and information to drive customer service delivery and RBWM performance.
* Leadership and Problem solving execution on customer contact strategies in line with Group operating models and strategy set by regional Customer Relationship Management team.
* Fully utilize and input to Customer Relationship Management data, ensuring all customer information's complete and kept up to date.
* Ensure all customer needs are met and sales opportunities are maximized.
* Undertake effective Individual Reviews.
* Work on leads provided through customer life cycle management and tactical campaign and follow upon diarized leads.
* Achieve cross sale penetration rates and wealth referrals achieved for account opening, lending and other sales.
* Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
* Actively handling team members reports and submitted to line manger timely basis without any delay.
* Actively source new-to-bank customers and generate new business leads .
* Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other eligible bank products.
* By telesales, Increasing the revenue to the bank from existing clients data base.
* Constantly identify opportunities to upgrade customers by identifying customer’s needs & profiling.
* Responsible for quality & soundness of assigned SE portfolio .
* High usage of management software in terms of sales and data management to maximize the leadsand business and thereby improvisation of services and business .
* Enhance relationship revenue from existing portfolio by cross-selling complete range of banking products.
* Assume complete ownership of customer relationship management for the assigned portfolio of accounts.
* Provide superior customer service.
* Maintain acceptable portfolio quality.
* Screen the market for NTB opportunities.
* Liaise with superiors and direct reports within the business units within the bank to achieve business objectives.
* Achieve assigned financial and non-financial targets.
* Adhere to all the compliance & regulatory policies with regards to KYC as set out by the bank from time to time.
* Update branch manager and regional SE manager on regular / weekly for better controls on sales and relationship management.
* Regularly upgrade existing SE customers by offering need based solution as per client’s profile & requirements.
* Screen the market for NTB opportunities.
* Making regular visits to clients for both monitoring and business generation purposes. Such visits to be recorded by way of call reports which are to include all pertinent information in a timely manner.
* Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products like personal loan, CASA, Credit Card.
* Establish effective & professional communication (both internal and external) to ensure turnaround time within designated parameters and higher client satisfaction levels.
* Be the primary point of contact between employees and clients.
* Extend support to a fast-growing team and the preparation of company documentation, presentations, reports and correspondence accurately and timely.
* Ordering stationery and furniture
* Be responsible for the coordination and booking of transport and accommodation.
* Organise and coordinate meetings / appointments for the team, and where required manage the calendar of the CEO.
* Responsible for company correspondence, including assisting in the preparation of letters, presentations and reports inline with the brand guidelines.
* Assist the organization with HR related matters, including coordinating of interviews.
* Writing, extending and maintaining employee personnel documentation, annual leave and sickness records, compensation and benefit records, implement any required policies and procedures.
* Manage the warehousing and storage of all materials.
* Supervise the delivery of materials and supplies to the retailers upon schedule & Make emergency deliveries if needed.
* Ensure accuracy of tasks executed by the team.
* Keeping a stock control system up-to-date and planning future requirements.
* Producing regular reports and statistics on a daily, weekly and monthly basis.
* Motivate, organize and encourage teamwork within the workforce to ensure set productivity targets are met.
* Supervise the cleaning of the warehouse including waste disposal. Develop cleaning schedule.
* Approach potential customers with the aim of winning new business, relationship building, researching the market and presenting the product or service favorably and professional way.
* Proactively identifying and resolving prospective customer issues to drive conversion
* Help clients understand how Life insurance works and educate them on the different options available to them.
* Understand prospects’ pain points and identify and suggest the suitable product .
* Evaluate and highlight features in the plans and make recommendations to prospective clients based on the benefits required.
* Provide excellent customer service and look for ways to enhance the client experience.
* Consistently meet or exceed defined monthly sales objectives
* Develop the team size and train the them in all manner and keep eye on the team to meet their targets.
* Research and identify the new business opportunities.
* Analysis of customer research, current market conditions, and competitor information to determine market potentials.
* Monitor, review, and report on all marketing activity and results.
* Make telephone calls and in-person visits, and presentations to existing and prospective clients.
* Develop written proposals/quotations for current and prospective clients.