Marcus Guppy Email & Phone Number

Port Of Spain, Port Of Spain Corporation, Tt

Actively seeking clients with excess liquidity (TTD$100K or USD equivalent) for investing in Firstline Securities Limited's suite of investment products.

•Generated business through acquisition of new high net worth clients, with the aim of increasing Maritime Capital Limited's (MCL) overall assets under management. •Performed analysis on corporate clients' financials to determine their creditworthiness as it relates to specific commercial investments. •Conducted webinars and presentations to educate clients as well as market MCL's products and services. •Collaborated with specialized professionals, such as financial advisors… Show more •Generated business through acquisition of new high net worth clients, with the aim of increasing Maritime Capital Limited's (MCL) overall assets under management. •Performed analysis on corporate clients' financials to determine their creditworthiness as it relates to specific commercial investments. •Conducted webinars and presentations to educate clients as well as market MCL's products and services. •Collaborated with specialized professionals, such as financial advisors, attorneys, accountants and so on; to ensure that proposed investment solutions align with the client's overall financial goals.•Managed client relationships to ensure delivery and maintenance of exemplary customer service. •Created marketing material to be uploaded on the company's website and social media pages, with the primary goal of educating prospective clients. Show less

Increased the Retail & Commercial portfolio by TT$42.7M and over 170 new clients during my time. • Engaged actively in marketing and selling the Group’s products & services as well as creates new business opportunities by conducting interviews for individuals and businesses at various locations, to increase the Bank’s revenue.• Managed the needs of assigned portfolio of clients by ensuring that all efforts are made to increase the volume of business, which also includes assessing… Show more Increased the Retail & Commercial portfolio by TT$42.7M and over 170 new clients during my time. • Engaged actively in marketing and selling the Group’s products & services as well as creates new business opportunities by conducting interviews for individuals and businesses at various locations, to increase the Bank’s revenue.• Managed the needs of assigned portfolio of clients by ensuring that all efforts are made to increase the volume of business, which also includes assessing any associated risks.• Assisted Senior Management in forecasting, budgeting the developing Annual Business Plans, as well as the execution of the approved plans in order to achieve the assigned Unit targets.• Conducted regular site visits to prospective and existing assigned clients to ensure that their business needs are satisfied, while developing & maintaining lasting client relationships, increasing market share and confirming business operations.• Aided in the development of staff via training, coaching and mentoring; also initiating corrective action where necessary, as well as conducts periodic team meetings.• Responded to customers’ requests (both local and foreign) in a courteous and timely manner consistent with operating standards. Show less

• Engages actively in marketing and selling the Group’s products & services as well as creates new business opportunities by conducting interviews for individuals and businesses at various locations, to increase the Bank’s revenue.• Manages the needs of assigned portfolio of clients by ensuring that all efforts are made to increase the volume of business, which also includes assessing any associated risks.• Assists Senior Management in forecasting, budgeting the developing Annual… Show more • Engages actively in marketing and selling the Group’s products & services as well as creates new business opportunities by conducting interviews for individuals and businesses at various locations, to increase the Bank’s revenue.• Manages the needs of assigned portfolio of clients by ensuring that all efforts are made to increase the volume of business, which also includes assessing any associated risks.• Assists Senior Management in forecasting, budgeting the developing Annual Business Plans, as well as the execution of the approved plans in order to achieve the assigned Unit targets.• Conducts regular site visits to prospective and existing assigned clients to ensure that their business needs are satisfied, while developing & maintaining lasting client relationships, increasing market share and confirming business operations.Four (4) written commendations from clients while at First Citizens Bank Limited.• Aids in the development of staff via training, coaching and mentoring; also initiating corrective action where necessary, as well as conducts periodic team meetings.• Responds to customers’ requests (both local and foreign) in a courteous and timely manner consistent with operating standards. Show less

• Proactively developed, maintained and strengthened relationships with business partners, customers, employees and stakeholders with a view towards providing solutions that meet the needs of all.• Managed performance levels within the department through training, coaching, mentoring and corrective disciplinary action.• Ensured that all financial requirements for the assigned portfolio of existing clients are met as well as generating new business.• Identified sales opportunities… Show more • Proactively developed, maintained and strengthened relationships with business partners, customers, employees and stakeholders with a view towards providing solutions that meet the needs of all.• Managed performance levels within the department through training, coaching, mentoring and corrective disciplinary action.• Ensured that all financial requirements for the assigned portfolio of existing clients are met as well as generating new business.• Identified sales opportunities, formulating conclusions and recommended actions.• Developed and interpreted sales strategies to ensure that the assigned sales targets are met or exceeded.• Partnered with Senior Management team to identify sales challenges, determine sales goals & objectives and designing initiatives for organizational success.• Maintained knowledge of market and industry trends, competitors and leading sales and customer strategies while identifying and reporting on business opportunities in target markets. Show less

Trinidad And Tobago

Trinidad And Tobago

Bachelor'S Degree, Financial Management

Associate'S Degree, Business Administration And Management, General