Pharmaceutical Sales

Maintaining Existing Accounts & Relationship BuildingAttain monthly sales objectives and monitor profit marginsProcess orders, regularly increase business and follow up with customersHelp customers build their business by suggesting new revenue sources and productsGenerate Sales from Inactive & New CustomersCold call prospective customers & determine opportunities to create businessResearch new potential client options & follow up on referrals from existing clientsOpen new accounts & provide new customers with opening order suggestionsWork collaboratively with Outside Sales Representatives (OSR)Discuss existing accounts with OSRs & strategize on how to increase businessAssist with planning OSRs visits to maximize visibility and account contactProvide leads and referrals to visit

January 2010- Promoted to Client Integration Plan Set-Up- (6 Month Project That is now permanent)Set-up and maintain the plan structure, customer profile & related data on the administrative systems within publishedturnaround times, in accordance with the term of the quote, administrative requirements and the legal environment.Ensure proper records and systems are set-up to assure smooth transition to post sales services.Provide support to Implementation Managers/ Service teamsEnsure brokers are paid commissions according to the terms of the quote

Analyze and perform all financial transactions with respect to clients accounts according to regulatory legislative standards. (Fund transfers, Withdrawals, Disclosure StatementsBankruptcies, Contributions) Assets totaling $250 Million.Evaluate and review monthly account analysis, seek explanations for discrepancies.Liaise with Government authorities to ensure accuracy of statements and provide accurate information totheir request.Respond to day-to-day client queries, and propose solutions.Support the sales process by efficiently providing information to clients and intermediaries on companyproducts and services.Identify, implement and maintain controls to mitigate financial and operational risks. Ensure compliance with regulatory requirements and internal policies.

Main Responsibilities: Posting, balancing and reconciliation of both domestic accounts and foreign accounts. Processing daily financial transactions. Identifying all outstanding transactions within the bank. Conducting investigations on all outstanding amounts. Verifying daily systems reports. Preparing month end reports and statistics

Main Responsibilities: Managing individual RRSP accounts for clients of RBC. Executing financial transactions associated with clients RRSP accounts Opening investment accounts for new clients and simultaneously selling bank related products. Evaluate and review monthly account analysis, seek explanations for discrepancies. Respond to day-to-day client queries, and propose solutions.