Alan Mcphillips Email & Phone Number

Dubai, United Arab Emirates

Dubai, United Arab Emirates

Dubai, United Arab Emirates

• Drive the entire sales cycle from initial customer engagement to closing the sale
• Prospect for potential customers using various direct methods such as code calling and face to face meetings, and indirect methods such as networking, social selling to clients within the assigned territory
• Qualify prospects against company criteria for ideal customers and sales within the territory
• Consult with prospects about business challenges and requirements, as well as the range of options and cost-benefit to each
• Maintain a high level of relevant domain knowledge in order to have meaningful conversations with prospects
• Draft and deliver proposals

United Arab Emirates

• Provide clients with strategic financial advice on investments and financial planning
• Develop and maintain strong relationships with clients
• Promote the AES client value proposition while driving engagement and positive client outcomes.
• Ensure compliance with the regulatory and legal environment
• Delivering monthly revenue targets
• Work closely with colleagues to ensure that all clients receive excellent service and that all marketing and cross-sell opportunities are maximised

Stillorgan

• Provide high quality face-to-face customer centric service to direct retail service customers
• Provide a comprehensive and professional advisory and delivery service to customers
• Actively searching for new potential business
• Research and follow up new business opportunities to ensure targets are met
• Meeting potential customers to discuss mortgage options and other financial needs
• Convert enquiries into sales opportunities and ensure the highest service level throughout the process

St Stephens Green, Dublin

• Consistently work towards weekly, quarterly and yearly targets while giving a positive customer experience on every occasion.
• Act as a point of contact for customers at branch level, managing customer queries effectively and efficiently.
• Providing the highest quality service in all client interactions.
• Develop a relationship with the customer to enable practical and appropriate advice on suitable products and services. Ensuring each client is comfortable and at ease discussing personal financial details, creating an.
• Complete new lending & restructuring applications
• Carry out high quality ‘personal needs reviews’ by identifying, prioritising and planning for future, as well as current needs from customers, from lending, savings, protection and investments

St Stephens Green, Dublin

• Member of the customer service support team. The first point of contact in Bank of Ireland Stephens Green, effectively listening and handling customer queries and providing advice on financial products.
• Identifying quality sales opportunities, leads and referrals and directing to the relevant advisors.
• Working effectively as a member of the branch team to deliver excellent customer service and maximise sales whilst ensure customer satisfaction.
• Constant ongoing training to ensure regulations, risk awareness and compliance kept at a constant up dated standard.
• Trained multiple new employees on banking procedures to ensure a high standard of professional services are maintained.
• Active participation in daily meetings with Branch Manager and team, providing updates on front-line targets and referrals and leading product knowledge sessions when requested by management.

Stillorgan

Dundrum

Professional Diploma In Financal Advice Qfa, Loans, Regulations, Investments, Pensions, Life Assurance, Financial Planning, Qfa

Bachelor Of Arts (B.A.), Business Studies, 2.2 ( Grade Avg. 59.4% )

Higher Certificate, Business, Grade 1

Leaving Certificate