- Supervising day-to-day operations • Business development and retention • Creating effective standard operating procedures, policies, and terms of use • Developing customer satisfaction goals and coordinating with the team to meet them on a steady basis.• Implementing an effective customer loyalty program.• Maintaining accurate records and documenting all activities and discussions.• Assessing service statistics and preparing detailed reports on findings.• Staying… Show more - Supervising day-to-day operations • Business development and retention • Creating effective standard operating procedures, policies, and terms of use • Developing customer satisfaction goals and coordinating with the team to meet them on a steady basis.• Implementing an effective customer loyalty program.• Maintaining accurate records and documenting all activities and discussions.• Assessing service statistics and preparing detailed reports on findings.• Staying informed on the latest industry techniques and methods Show less

 Serve as the lead point of contact for all member account management matters. Achieve Net Gain and hit sales target by successfully managing the team. Responsible for activity of Front of House department and the operation function. Organize workflow and ensure that employees understand their duties or delegated tasks as per the SOP Accountable to strengthen client relations and introduce various initiatives with coworkers that would help retain client database.… Show more  Serve as the lead point of contact for all member account management matters. Achieve Net Gain and hit sales target by successfully managing the team. Responsible for activity of Front of House department and the operation function. Organize workflow and ensure that employees understand their duties or delegated tasks as per the SOP Accountable to strengthen client relations and introduce various initiatives with coworkers that would help retain client database. Ensuring that client requests are responded in an accurate and timely manner. Coordinate and communicate in a timely manner with Management and work closely with Contract & Procurement, Business Development, Finance and HR Department for all operational related requirements for staff Initiate disciplinary action on subordinates when an incident reported. Responsible for Performance review of staff in line with the department's objectives and KPIs. Handle administrative tasks – this can include planning the department budget, leave tracking, overseeing inventory and motivating employees. Plan, develop and implement continuous training program. Review department documents prior to submission to ensure accuracy of data and compliance with company established formats, procedures and policies and recommend revisions as required Show less

• Responsible for setting up new Bank accounts, Business accounts and Investment products• Updating client’s account (Maintenance), Redemptions and Closures• Process banking transactions (EFT’s & processing Cheques)• Documents and Cheque verification• Validation of account balances and signature verification of Bank clients• Timely processing of files and ensure the quality of processing• Promoting & updating existing customers about various Bank related products•… Show more • Responsible for setting up new Bank accounts, Business accounts and Investment products• Updating client’s account (Maintenance), Redemptions and Closures• Process banking transactions (EFT’s & processing Cheques)• Documents and Cheque verification• Validation of account balances and signature verification of Bank clients• Timely processing of files and ensure the quality of processing• Promoting & updating existing customers about various Bank related products• Ensuring that all communication received from clients and advisors are actioned promptly and efficiently• Resolve problems or discrepancies concerning client’s account Show less

• Participated in team meetings and brainstorming sessions.• Assisted other staff with presentations for clients.• Created and distributed newsletters and promotional items for the event/seminar ‘Building a Financial Road Map.’• Examined ethics, compliance, and business conduct issues pertaining to the financial industry.• Training in products and services they offer.• Managed with business development matters including marketing material preparation• Assisted staff with… Show more • Participated in team meetings and brainstorming sessions.• Assisted other staff with presentations for clients.• Created and distributed newsletters and promotional items for the event/seminar ‘Building a Financial Road Map.’• Examined ethics, compliance, and business conduct issues pertaining to the financial industry.• Training in products and services they offer.• Managed with business development matters including marketing material preparation• Assisted staff with various departmental projects Show less

• Reviewed current trends in financial industry.• Spent time with Financial Consultants/Advisors shadowing.• Assisted in the organization of files, collateral material and other administrative tasks.• Trained in scripting and handling objections.• Conducted cold calling for booking appointments for potential clients and visiting small business to promote the company

• Obtained practical work experience at the Liability Products Department• Allowed to observe and understand daily functions of the Marketing Department• Learnt how to apply marketing skills and tactics• Attended Marketing Department meetings when applicable and schedule allowed• Undertook marketing research to identify client services and needs• Collected marketing data by analyzing various factors such as distribution channels, competition prices, industry sales, etc.