• Closed over 250 million in sales for the organization, leading to a 15% increase in revenue within fivemonths.• Developed and maintained relationships with customers, ensuring their satisfaction and loyalty.• Conducted market research to identify new opportunities for the company, resulting in successfulproduct launches and increased market share.• Attend to customer issues and inquiries through various communication channels, including email,direct messages, and comments on social media, utilizing SAC Bots Chat.• Make calls and follow up with potential customers to purchase our products and sign up for events.• Coordinate with the team and CRM Volunteer team to call leads and ensure follow-ups.• Launch an SMS campaign targeting our customer databases to increase sales.• Create daily sales reports and update monthly sales reports to track progress.• Conduct customer surveys to gather information about potential customers and compile the data foranalysis.

•Attend meetings with the managing director, respond to technical inquiries as appropriate, and assessand recommend various courses of action based on meeting decisions.•Aid and support the managing director on technical issues related to sales and client matters.•Assist the managing director with various tasks, including collecting, analyzing, and summarizingrelevant data.•Maintain relationships and contact with all clients and vendors.•Schedule and monitor the managing director's work calendar using Microsoft Outlook.•Maintain strict confidentiality when handling compassionate and proprietary information.•Attend to customers and engage in telemarketing to source for sales.•Forecast sales orders and appliances to improve sales performance.•Assist and support sales and marketing teams to maximize revenue.•Could organize a filing system for important and confidential company documents

• Manage incoming calls and customer service inquiries while generating sales leads that convert intonew customers.• Identify and assess customers' needs to ensure their satisfaction, providing accurate, valid, andcomplete information using appropriate methods and tools.• Meet personal and customer service team sales targets and call handling quotas.• Handle customer complaints, providing appropriate solutions and alternatives within established timelimits, and following up to ensure resolution.• Keep records of customer interactions, process customer accounts, and maintain accuratedocumentation.

• Advising clients on insurance coverage, investment planning, cash management and otherareas to help them reach financial objectives• Implementing financial plans or referring clients to professionals who can help them.• Managing and updating client portfolios.

• Handling office tasks such as setting up meetings, presentations, and bookingappointments.• Screening phone calls and routing callers to the appropriate party.• Using computer to generate reports, transcribe minutes from meeting and conduct research.• Welcome and assist visitors.• Maintain polite and professional communication via phone, e-mail, and text messageswith customers.