Iman M. Email & Phone Number

Los Angeles, Ca

Sales and customer service experience in a fast paced retail-banking environmentManagement of customer-bank and services relationships Cross-selling of Wells Fargo products and servicesDevelopment and sustainment of relationships with Wells Fargo partners, such as mortgage consultants, private bankers, and financial consultants, with the goal of sales maximizationUsage of profiling analysis tools to identify cross selling opportunitiesPlacement of outbound sales calls typically by phone to increase product-per-customer ratiosProvision of a broad base of financial and credit services with the goal of 100% customer business acquisitionIdentification and make sales referrals, recommends alternate channels, cross-sells bank services

San Diego, Ca

Acting as a representative of Scottrade to clients that directly visited the branch or communicated by telephone/email for quotes and/or account inquiries Broker assistance for the analysis of daily reports related to options, margin delinquencies, and reorganizationsPromotion of various products, including investment retirement (IRA) accounts and banking accountsEmployment of business development techniques to strengthen client relationshipsEncouragement of client participation in webinars and seminarsOrganization, preparation, and facilitation of monthly information seminarsClient assistance with Internet-related questions, online trading, website navigation, and trading platform issuesFollow-up on leads about potential clients and pending ACATS transfers Client education on stock quotes and current market trendsAcceptance of customer checks, stock certificates, and other documentationClient record and account accuracy assuranceNew brokerage accounts openingNew online bank accounts opening for existing brokerage clients

Anaheim, Ca

Building of relationships with new leasing offices and clients to advertise/promote servicesNetworking with different leasing offices to generate salesCommunication with clients over the telephone/emailSupervision, training, and development of a team of six employees to maximize efficiency and productivity of the businessAchievement of an annual customer base growth rate of 30% 15% net profit margin attainment in the first year of business

Los Angeles, Ca

Preparation of financial forecasts and annual operating plansImplementation and maintenance of financial planning models in Microsoft ExcelDevelopment of detailed management reports, analyses, and presentationsCreation of documentation for quarter-end financial reportingConsumer behavior, industry, and technological trends research for operational and strategic planning

Irvine, Ca

Utilization of project management and personal communication skills to achieve company leasing goals Achievement of customer service excellence with a high volume of walk-in client trafficGuarantee of leasing upon first-round negotiationPreparation of daily sales presentationsSuccessful attainment of monthly and yearly quota metrics set by the Irvine Company

Analysis, negotiation, origination, structure, preparation, and presentation of complex loans, which required in-depth analysis and involved greater risk.Underwriting of loans and terms for the purpose of making recommendations to credit.Service as the primary representative in key client relationships and client liaising Development and maintenance of strong client relationshipsMulti-marketing and bank products cross-sale resulting in increased company revenues. Maintenance of high-standard lending practicesClient relationship management: developing and maintaining client relationships through email/phone communication and the provision of customer service to both existing and new clients

Bachelor Of Science (Bs), Business Administration, Option: Finance

Finance

Bacheler Of Science, Finance

Accounting And Finance