Client Management and analytics

Procurement managementProcurement data analysis Contract managementVendor management and logistics analysis

• Provided excellent service to walk-in clients, emails, over-the-phone enquiries through active attention to clients’ need with prompt identification and resolution of clients’ tax needs• Proactively engaged clients for sales opportunities through daily client connect and cold calling tactics• Scheduled and managed clients’ appointment for the tax professionals using the Client Interactive System while ensuring prompt and appropriate assignment of clients• Provided administrative support to tax professionals in identifying and processing documents for clients’ taxes; following up on clients for prompt payment of tax filing fees• Minimized clients waiting time by quickly identifying needs and providing information on tax products and services

• Managed performance efficiency and evaluation of 10 administrative officers • Implemented efficient process improvements and initiated cost savings on procurement accross all expenditure lines company wide• Managed the effective office/facility operations and functions across 200 offices• Increased administrative efficiency in support services to 20 business units through a restructured operating and procurement processes• Coordinated, prepared, and distributed communications related to efficient facility management initiatives• Administered contracts, vendor performance management and established procurement review committee

• Managed performance of 7 relationship managers responsible for managing portfolio of 10,000 top tier private/corporate employers, institutional, private and B2B clients • Acquired new clients through cross selling of mutual funds, bank products, insurance and Wills• Won clients’ loyalty through maintaining professional relationship with private sector (high net worth) clients from multi-lines of business and ensured excellent clients’ account management• Improved service delivery from relationship managers as well as clients’ understanding of retirement products and benefits through the deployment of onsite client survey and feedback

• Managed sales workforce of about 40 employees (full-time and contract staff) across 10+ locations and responsible for interpretation of fundamental retirement terms under the Pension Reform Act• Proactively identified sales and business opportunities in the region through regular door-to-door visits to potential sales locations and daily cold calling• Established professional relationship with clients, identified referral opportunities and maintained effective sales lead management system • Provided guidance and support to clients in opening retirements savings account, accessing retirement benefits and other enquires on their accounts• Promoted clients’ use of online self-service channels for monitoring of retirement savings accounts and general enquiries• Identified new business opportunities and established business relationships/contacts with business partners, key stakeholders in the government and profitable organizations

• Developed strategic business development ideas that drove and increased sales through prospects acquisition, conversion and clients’ satisfaction• Proactively engaged prospects through cold calling, referrals, lead generation, granular selling and location storming• Assisted clients with inquiries through provision of tailored response or reference to another supporting department