Adam Bańkowski Email & Phone Number

Warszawa, Woj. Mazowieckie, Polska

• acquiring customers, establishing cooperation, selling company solutions• conducting negotiations with customers• preparation of product offers• implementation support for new customers• research and development of new products• monitoring offers, areas of cooperation, adjusting price lists• maintaining relationships and developing cooperation with existing customers• debt collection• initial AML/KYC verification of customers

Warsaw

• developing strong relationships with assigned clients• conducting regularly scheduled status calls with client to discuss important key service topics, to review projects• educateing clients on various processes and procedures assisting with awareness, navigation and self-help• acting as an escalation point between client and request desk• monitoring monthly service level/availability management reports to identify possible trends in service level agreement (SLA)• manageing the service component of the client relationship

Warsaw

• acquiring customers on EPP - Employee Pension Plan, ECP – Employee Capital Plan• sale of investment funds• providing direct service to institutional clients• conducting training of distribution network employees on investment funds, EPP/ECP• cooperation with brokers, multiagencies, etc.• participation in talks with employee representation/trade unions on EPP/ECP• preparation of replies to requests for proposal for EPP/ECP• coordination of the process of EPP/ECP implementation (preparation of offers helping the employer in EPP/ECP implementation, participation in meetings with employees etc.)

• conducting training of distribution network employees on investment funds, EPP - Employee Pension Plan, ECP – Employee Capital Plan• acquiring customers on EPP/ECP• sale of investment funds• cooperation with brokers, multiagencies, etc.• preparation of replies to requests for proposal for EPP/ECP• participation in talks with employee representation / trade unions on EPP/ECP• coordination of the process of EPP/ECP implementation• control over documentation, preparation of agreements, implementation of proper amendments and alterations, ensuring proper circulation of documents• supervision over the process of signing contracts• cooperation with regional directors and sales representatives of distributionnetworks - substantive and sales support (preparation of presentations, reports etc.)

• providing direct service to wealthy customers• selling investment funds and pension products• ensuring efficient telephone customer service• processing complaints, preparing reports• designing and updating procedures• providing support in organizing conferences• cooperating with financial supervision bodies

• ensuring efficient telephone customer service in Russian• conducting correspondence in Russian• assisting in problem solving

Magister

Education record

wymiana uniwersytecka