Ross Delgado Email & Phone Number

Dubai, United Arab Emirates

 Work with companies or individuals to plan for their financial futures by offering information and guidance on topics that includes insurance and investments. Work closely with clients to offer personalized financial advice.. Advice and consult in buying and selling stocks and bonds for the client. Asses cient’s financial situation in order to present a financial plan that includes both short- and long term financial goals. Help clients with financial planning decision for retirement, education, day to day expenses and investments. Meet regularly with clients to asses how life changes such as marriage, job change or the birth of a child that affect the clents financial plan.

Deira Branch

 To provide MashreqBank customer’s financial services which exceed the customer’s expectations by delivering an unbiased, competent, timely and problem free service. Be imaginative and creative in the delivery of customer service. Proactively work towards satisfying the needs of the customer through REAC. Profile each and every customer met to understand their needs. Customer retention is also the SSOs responsibility. Improve on service levels at the branches. Take ownership of customer complaint resolution.Report indicators, set by CSQ accurately at the required frequency. Be a team player and contribute to achievement of goals based on the Key Performance Indicators, in the Branch. Also to support and coach new staff to make easier their assimilation in the MB family. Deputize for the LMM in his absence. Provide constructive and constant feedback on improvement of : products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction. Adhere to Branch process and report deviations to the LMM, which should finally lead to an acceptable Branch Audit rating.

Emaar Business Park

Ø Identify sales opportunities that meets the customer’s financial needs;Ø Demonstrated excellence in achieving targets, meeting deadlines and designing new processesto accelerate business growth;Ø Selecting high profile companies and listing it with the Bank for loans and other banking facilities;Ø Actively participating in the promotional offers for customer enhancement organized by the bank;Ø Achieving the sales targets and focusing on quality customer services;

Media City

Ø Increased the Bank’s revenue by cross selling Bank Products to existing customers and acquirednew customers.Ø Assist in the development and implementation of marketing and business development initiatives.Ø Market the Bank’s products and services on a daily basis to existing and prospective customerswith emphasis on Loans and Overdrafts, Current and Savings Accounts and Fixed Deposits.Ø Generate business through local sales promotion: outdoor marketing calls on existing as well aspotential customers.Ø Build relationships with existing referral sources and cultivate new referral sources both internallyand externally.Ø Achieve the Targets set in terms of product mix and customer segment.Ø Work closely with the Business Development Manager and/or Branch Heads in arranging forevents/promotions for new acquisition of customers.Ø Ensure the best in terms of quality sales.Ø Regularly provide feedback to the Business Development Manager on the acceptance of theproducts in the market and suggest changes that could provide energy to the sales efforts.Ø Achieve maximum share of wallet for each customer acquired.Ø Prepare and maintain daily, weekly, monthly, quarterly and annual sales call reports.Ø Prepare weekly activity reports.

Dubai

Ø Generate new and repeat sales by promoting and providing new products and services in a timelymanner;Rosanna P. DelgadoContact No.: +971564131066Email: rosannadelgado09@gmail.comPage | 2Ø Determine customer requirements and expectations in order to recommend specific products andsolutions;Ø Recommend alternate products based on cost, availability or specifications;Ø Present price, credit and terms in accordance with standard procedures and customers’ profitabilityprofiles;Ø Accurately process customer transactions such as orders, quotes or returns;Ø Provide accurate information regarding availability of in-stock items;Ø Proactively recommend items needed by customers to increase customer satisfaction and improvetransaction profitability;Ø Increase sales and average order size by means of cross-selling, up-selling, add-on sales andoffering promotional sale items;Ø Educate customers about terminology, features and benefits of products in order to improve productrelated sales and customer satisfaction;Ø Contact customers following sales to ensure ongoing customer satisfaction and resolve anycomplaint;Ø Remain current on consumer preferences, changes in local codes and product developments byattending sales meetings, vendor training and trade shows, or reading trade journals;

Dubai

Ø Document submission & Order Fulfilment;Ø Creation of Service Notifications;Ø Coordinates with Service on Accessories availability, to monitor outstanding Service Notifications;Ø Creation of UL Deliveries, for requesting movement of vehicles from one Site/Branch to another;Ø Receiving Vehicles at Site, view the Vehicle Checklist and inform the Sales Executive of vehiclearrival in good condition;Ø Matching terms in the Purchase Agreement to contents in the SAP order prior to invoicing, ensuringRust proofing, Accessories, Insurance and Payer to Bank is changed by the F&I Manager;Ø Assist the sales Executive in filling the manual VPC form with accurate information; specify thereason for manual release of documents for Registration and obtaining the BSM signature on theform