Business Customer Relationship Manager
Business Customer Relationship Manager2017 – PresentProvided ongoing service to large businesses and organizations, engaging both management and employees to increase Harel’s activity volume among employers.Managed sales teams, driving them to achieve quantitative targets, overseeing schedules, work procedures, and sales quality.Collaborated with multiple cross-functional teams to lead processes and projects within strict deadlines.Identified client needs and directed them to suitable complex products and processes through professional consultancy on company offerings.Produced and analyzed marketing and sales information, setting and achieving both quantitative and qualitative goals.Pension Sales Representative2011 – 2017Acquired new customers to the company, increasing market share among existing customers.Marketed and sold company products, including pension plans and insurance products.Provided pre-retirement consultancy and directed clients to appropriate pension products.Recognized as Outstanding Employee in 2014 within the Pension Marketing DivisionOperations Control Representative for Agents2009 – 2011Facilitated direct communication between agents and operational teams, ensuring efficient operations and effective process management.Monitored the creation of forms, management fees, redemptions, and loans, ensuring compliance and accuracy.Gained in-depth knowledge of insurance company processes, procedures, and regulations.
