Hoda Aghaei Email & Phone Number

Vancouver, Canada Area

Sales, administrative and operational support to assist Senior Portfolio Manager in maintaining high standards for all clients.- Operational Support: Providing expertise, support and participate in the research of complex client issues. Working with other lines of business to arrange mutual client contact strategies.- Analysis: Using knowledge about products & services to identify opportunities and anticipate client needs.- CRM: Establishing and maintaining a client contact plan… Show more Sales, administrative and operational support to assist Senior Portfolio Manager in maintaining high standards for all clients.- Operational Support: Providing expertise, support and participate in the research of complex client issues. Working with other lines of business to arrange mutual client contact strategies.- Analysis: Using knowledge about products & services to identify opportunities and anticipate client needs.- CRM: Establishing and maintaining a client contact plan to ensure all existing clients are contacted regularly, and that Senior Portfolio Manager's in-house and road-trip schedule is full.- Procedures: Processing trade requests and ensuring all regulatory requirements are met. Show less

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

· Practice Lead for customization and utilization of HighLevel CRM and other internal web-based applications for a team of Front end web developers and Back end software developers· Create automatic process reviews and eliminating manual checks and human error· Support business partners and internal teams to provide solutions to operational challenges · Identify opportunities to increase efficiency and amend processes while supporting business… Show more · Practice Lead for customization and utilization of HighLevel CRM and other internal web-based applications for a team of Front end web developers and Back end software developers· Create automatic process reviews and eliminating manual checks and human error· Support business partners and internal teams to provide solutions to operational challenges · Identify opportunities to increase efficiency and amend processes while supporting business objectives· Proactive relationship management with key external vendors including leading the review of Vendor reconciliations, experience improvement, compliance considerations and general product releasesWith a focus on:· Process simplification· Optimization and automation· Finding gaps in technology, and providing solutions· Technology enhancements through analytical skills· Implementing control measures and checkpoints Show less

Vancouver, Canada Area

Providing tailored advice to my clients. Whether it's everyday banking, Lending or investments on personal or business side, my clients can rely on me to find the best solutions for their specific situations.

Vancouver, Canada Area

• Provided technical consultation, information and training to team members. • Supervised the projects. • Provided periodic reports to senior management.• Controlled and supervised assembly of parts and technical after-sales-services.

• Provided the board with monthly financial reports.• Controlled and supervised over company’s bank accounts and daily transactions.

• Ran all business affairs with the company's authorized sellers all across the Middle East.• Answered and triaged incoming customer service inquiries to sales team members and guided them towards the most efficient products suited for their needs.• Supervised publicity and introduced new products.• Arranged business meetings, fairs and international exhibitions.• Made outgoing sales calls to encourage existing customers to upgrade.• Operated within a team to reach… Show more • Ran all business affairs with the company's authorized sellers all across the Middle East.• Answered and triaged incoming customer service inquiries to sales team members and guided them towards the most efficient products suited for their needs.• Supervised publicity and introduced new products.• Arranged business meetings, fairs and international exhibitions.• Made outgoing sales calls to encourage existing customers to upgrade.• Operated within a team to reach targets.• Assisted with coaching new staff members. Show less

Software Development

Diploma Of Education, Accounting And Finance

Bachelor Of Science (B.S.), Marine Biology And Biological Oceanography