Claude Elliott Email & Phone Number

Dubai, United Arab Emirates

- Supervise a team of administrators, monitor work flow and efficiency.- Coordinate and organize international fund transfers communicated mainly through daily phone calls and emails also.- Phone to negotiate and set deadlines with various UK pension providers to complete and finalize pension transfers.- Produce and review AUM reports and feedback on a board level.- Approve new business applications in line with industry regulation, Anti Money Laundering and GDPR requirements.- Assist and deal with with clients through emails and phone calls on a daily basis and ensure a solid and healthy relationship is established.- Improve performance as a team to meet targets and deadlines and industry standards.- Provide training and ensure compliance procedures are in place and are being met.- Research and trace clients pension benefits in the UK.

Durban Area, South Africa

- Improve CRM of a call of team 20 Client Acquisition Executives through daily training.- Maximizing sales by advertising retirement products to British Expats all over the globe through calling on a daily basis.- Ensure that lead generation is that of a good standard.- Forecast AUM once a lead has become qualified and produce reports on a board level using Excel.- Assist CAE's during calls in order to market and generate leads for over 60 International Financial Advisors based around the world.- Set and meet weekly targets for new prospects and business.- Draft weekly reports, updates and feedback on the growth of the call team.- Build a strong network between the company and clients though quality assurance and monitoring of calls.

I am a successful Financial Services professional, currently assisting the top Financial Planners across the International Financial Services industry with respect to managing their assets under management and servicing their clients in line with retirement and investment objectives. I am passionate, dynamic, well-organised and highly motivated, with professionalism and knowledge I am committed to providing an exceptional and efficient service for our clients that is delivered with a personal touch.I am experienced in the following areas: - International Pension Transfers- Portfolio Management- Fund Analysis AHR Private Wealth is a global boutique wealth management company. Our approach to wealth management is a partnership built on analysis and ideas; a supportive relationship that equips you to make better-informed decisions and plan for your future with confidence.

Durban Area, South Africa

- Invent and execute new ideas to increase revenue and foot traffic for and too CBali.- Exceeding customers expectation through first impressions such as addressing loyal customers by name as well as making new comers feel at home.- Manage a team of over 50 staff, coordinate rosters, handle HR and training, pay wages and ensure a continuous healthy work environment.- Taking over stressful scenarios that a waiter is not capable to handle.- Promote and market in house business lunch buffets and corporate event hire through networking with local businesses and media outlets.- Manage kitchen staff, replenish stock at all time, ensure kitchen hygiene and cleanliness.- Responsible for cash ups, make sure that all daily take in’s and payout’s balance and that all staff clocking hours are monitored and stipulated on payroll,- Ensure all point of sale systems run smoothly,- Manage social media marketing and build a strong online presence through various social media platforms.

Durban Area, South Africa

- Manage a team of 25 leaders, 15 staff and 120 volunteers. - Coordinate weekly public services and events.- Ensure an adequate role placement of leaders, staff and volunteers. - Monitor weekly team management evaluation and assess monthly reports from leaders and staff.- Responsible for weekly team meetings to ensure the organization's values are met.- Provide updates and progress reports on staff, leaders and volunteers as well as create strategic planning for future growth and expansion.- Maintain a continuous flow of creative concepts and graphic designs for newsletters, brochures, adverts, website and social media platforms.- Responsible for overall brand look and feel and make sure it compliments the vision, goals and purposes of the organisation.

Durban Area, South Africa

- Phoning, coordinating, booking and confirming of appointments and events, maintaining and coordinating diaries and events- Arranging travel, visas and accommodation (occasionally, travelling with the Founder to take notes or dictation at meetings or to provide general assistance during presentations)- Screening phone calls, inquiries and requests, and handling them when appropriate- Meeting and greeting visitors at all levels of seniority. Dealing with incoming email, faxes and post, often corresponding on behalf of the Founder- Organizing and attending meetings and ensuring the Founder was well versed and prepared for all meetings

Durban Area, South Africa

- Sign deals with restaurants willing to add the newspaper into their in store magazine rack in return to have a column to advertise their menu. - Write a weekly column on new and upcoming restaurants who sign up for a business exchange.- Attend various social events related to food and wine and introduce business advertising to local restaurants.- Promote various specials and offers on media coverage and advertising to local restaurants.- Grow and expand the business network by promoting the brand at local events and parties. - Secure new business by introducing special offers on advertising in the newspaper.- Arrange weekly dinners at various restaurants and document the best and worst places for food along the beautiful shoreline of Kwazulu Natal.- Manage the marketing and the promotion of local Restaurants and Coffee shops along the coast of Kwazulu Natal.- Call and connect with local businesses to market our advertising specials and ensure a strong positive presence in the local community.

Durban Area, South Africa

- Produce detailed proposals for events (e.g. timelines, delegating, venues, suppliers, legal obligations, staffing and budgets).- Secure funding and sponsorship by calling and networking with local businesses.- Manage event and venue , caterers, stand designers, contractors and equipment hire.- Identify motivational speakers, special guests, international musicians and bands.- Organize room layouts, entertainment programs, workshops and demonstrations.- Assist in marketing and PR of the relevant event by meeting with local media outlets and prospective business partners.- Liaise with clients and designers to create a brand for the event- Organize ticket sales and promotional material such posters, flyers, social media, local radio stations and local newspapers.- Handle queries and trouble shooting on the day of the event successfully, to ensure that all operations run smoothly. - Oversee setup and breakdown of the event. - Set a post-event evaluation meeting (including data entry and analysis and build final reports of the event).

Durban Area, South Africa

- Meet and greet guests in a timely and professional manner.- Coordinate bookings and meeting rooms.- Arrange couriers, collections and drop offs.- Type and print various materials such as training manuals, minutes of meetings etc...- Keep the reception area neat and clean.- Answer, screen and forward phone calls onto the relevant departments or staff members.- Sort through emails and distribute post and important messages to the relevant departments or staff members.- Phone, coordinate, book and confirm personal & motivational appointments and events.- Arrange travel, visas and accommodation (occasionally, travelling with the Founder to take notes or dictation at meetings or to provide general assistance during presentations).- Screen phone calls, inquiries and requests, and handle them when appropriate.- Meet and greet visitors at all levels of seniority.- Deal with incoming emails, faxes and post, often speaking on behalf of the Founder.- Brief the Founder about all updates to make sure he is well versed before any meeting.