Iris Tebehar Email & Phone Number

Tel Aviv

Tel Aviv District

external asset manager for bank hapoalim luxembourg branch

Tel Aviv District

• Working in the private banking center, giving service to the customers for their investment products like bonds, (preferred) stocks, funds, commodities, structured products, time deposit...etc and giving advise according to their profiles compiled with the Israel Securities Authority,• Following international markets from the Bloomberg and updating the customers on a daily, weekly, monthly and yearly basis according to their needs, preparing custom made investment product lists from the Bloomberg according to the customers' profile,• To comply with internal and external compliance policies and procedures,

• Working in the Turkish desk department giving service to the customers according to their needs,• Helping the customers to open accounts, to follow and update them, • To comply with internal and external compliance policies and procedures,

• The objective of the position is to build the gold segment business by deepening the relationship of citigold banking customers and increasing the number of targetted consumer households through the execution of an effective sales process in the EMEA market.• The principal responsibilities are to reach high volume & revenue goals set by the management,• To back up the branch manager during his/her absence,• To make min. 3 new customer calls per day,• To prepare and execute a sales plan for individual customers, businesses and prospects by using internal referrals, customer referrals and telemarketing in the EMEA market,• To generate sales of American Life Insurance Company’s products such as single premium shot, bbp ( bireysel birikim planı) by using existing relationship base to meet overall targets assigned to the branch• To follow up local and international financial markets,• To maintain the account opening process by introducing Citibank,• To assume the responsibilities of other branch team members as required,• To provide an efficient communication with branch manager on the basis of field feedback,• To comply with internal and external compliance policies and procedures,

Turkey

• The objective of the position is to build the core & gold segment business by deepening the relationship of banking customers and increasing the number of targetted consumer households through the execution of an effective sales process in the EMEA market.• The principal responsibilities are to reach volume & revenue goals set by the management,• To make min. 4 new customer calls per day,• To prepare and execute a sales plan for individual customers, businesses and prospects by using internal referrals, customer referrals and telemarketing in the EMEA market,• To generate sales of American Life Insurance Company’s products such as single premium shot, bbp ( bireysel birikim planı) by using existing relationship base to meet overall targets assigned to the branch• To follow up local and international financial markets,• To cross sell banking products and upgrade core customers to gold status,• To maintain the account opening process by introducing Citibank,• To assume the responsibilities of other branch team members as required,• To provide an efficient communication with branch manager on the basis of field feedback,• To comply with internal and external compliance policies and procedures,

Istanbul, Turkey

Education record

Education record