Junaid J Email & Phone Number

United Kingdom

• Providing foreign exchange expertise, trading and critical analysis• Onboarding both private and corporate clients through both both inbound, outbound and cold leads• Establish and maintain prospective client portfolios for both private and corporate clients• Completing the full trading cycle from initial call for new customers, to trade execution and funds payable to designated client accounts• Building and maintaining business relationship with clients by providing prompt and accurate service to onboard both private and corporate clients.• Collaborating with colleagues across departments to ensure customer accounts are opened efficiently for both private and corporate clients.• Helping private clients buy/sell currency in Spot contracts.• Focused on customer needs and satisfaction; sets high standards for quality and quantity; monitoring and maintaining quality and productivity; working in a systematic, methodical and orderly way; consistently achieving goals. Taking responsibility for actions, projects and people whilst using initiative and working under own direction; initiating and generating activity and introducing changes into work processes.• Mentoring and giving direction to junior team members and provide training on best practices.• Conducting coaching/feedback sessions with my team to ensure targets are met and improvements are implemented as well as providing the team with development opportunities.• Using appropriate questioning and negotiating skills to understand customer requirements, and meet expectations • Establishing and maintain prospective client portfolios until a trading facility has been established• Delivering an excellent customer experience by providing advice and, wherever possible, a resolution at the first point of contact regarding their foreign exchange financial accounts

•Building and maintaining business relationship with clients by providing prompt and accurate service so as to promote customer loyalty.•Mentoring and giving direction to junior team members and provide training on best practices.•Assisting management in ensuring performance goals and SLA’s are met.•Assisting Customer Service Representative (CSR) with difficult cases.•Ensuring delivery of excellent customer service through fast and accurate processing of orders, communication, and coordinating with other departments to resolve inquires.•Processing disbursements (including outgoing wires, money movement to checking accounts and issuing checks) per client request.•Delivering an excellent customer experience by providing advice and, wherever possible, a resolution at the first point of contact regarding their foreign exchange financial accounts• Collaborating with colleagues across departments to fix problems that require the upmost concentration regarding financial accounts• Investigating complaints in accordance with the company’s complaints procedure as well as the FCA• Processing customer communications by logging them appropriately and referringto other business units where required• Effectively liaising with commercial banks regarding payment queries both on a national and international level