Roy Egoz Email & Phone Number

Zurich, Switzerland

Owning and hitting/exceeding annual sales targets within assigned territory and accountsDeveloping and executing strategic plan to achieve sales targets and expand our customer baseBuilding and maintaining strong, long-lasting customer relationships

Zurich, Switzerland

Supporting existing clients or new potential clients partnering with CRM'S to manage the portfolio relationships and expand sales/service interaction • Monitor customer performances via platform usage and according to that building sales strategy and emphasize the benefits of our products• Quality meetings preparations: Portfolio reviews, Client screening, Contracts review, Client documentation and notes, Client requests and business activity• Business development while renewing a contract, up sales, exploring our variety products and services to add in contract renewal status • Identify the need of the client and recognize business opportunities demonstrating our solutions that will support better achievements and client performances• Delivering productive sales and service interaction, building, and maintaining good solid relationship with my clients

London, United Kingdom

• Leading large-scale sales pitches and presentations to asset and wealth managers, insurance companies, and investment consultants• Covering all sales and service interactions with my client, preparing full set of client meetings, archive requirements, agreements, open tasks, to do list and monitoring process achievements• Business development supported by demonstrating our products and services, sales presentation, professional events, using my key professional network as recommendation, studying market trends, and approaching key players to get interest within our products and solutions to expand sales • Managing a portfolio of $1.2M in Israel and Cyprus, combining great service and sales skills with developed negotiations methods, clear price offers and persistence• Products and services: fixed income and risk related products i.e., structured finance, market research analyzer, company financial reports • Managing long sales cycle with determination, small, detailed orientation, sales, and service focused with a good manner and satisfied customers• Provide key insight of financial markets to internal stakeholders and other members of the Business Development organization• Excellent communication skills: eloquent presenter, and producer of well-crafted proposals.• Dealing with private and public companies, including banks, hedge funds, funds of funds, private equity, insurance, corporate and government agencies as well as regulators. I was improving my clients' abilities to identify, control, diversify, mitigate, and/or exploit risk before taking decisions via our reports and CIQ platform.• Ciq + GCP- Fixed income, bonds and structured finance research (ABS, RMBS, CLOs, CDO's, CMBS)- Equities and fundamental data (Capital IQ)- Data feeds: Compustat, Ratings Feed, Capital IQ data- Enterprise solutions - Terms & Conditions data, Corporate Actions data, Cross Referencing Services- Risk solutions (desktop only): Credit Risk Tracker, Credit Model

Tel Aviv, Israel

• Sales professional with expertise in risk management, credit analysis, credit management of the client portfolios,and strategic planning.• Managed relationships with some of Israel's largest and most prestigious companies including Aeronautics Defense System, CMS Israel, and Lenovo Israel Training and educating DB's clients to ensure they use the products as they should be, and ensuring they manage their credit risk appropriately.• Exploring all products of DB to the customer as one full solution (i.e.)• credit risk score, market analyzer portfolio manager, HOOVERS and GRS) Consistently achieved new business targets (including uplift/up sell on existing accounts) Products and services: fixed income and risk related products identify growth, up-sell and cross sell and assisted in providing solutions that meet client requirements, achieved through in-person meetings, calls and product demonstrations Preparing credit risk solution to suit the needs of the clients; through regular expanding network further and market DB's solutions.• Ensuring clients appear within the Duns 100, a highly esteemed ranking of Israel's top companies Providing business intelligence and updating clients about market changes Connecting clients to newsletters every week through the use of DB analyzer and economics.• Maintained client satisfaction by providing support to them through further training.• Targets of 350k USD

Petaẖ Tiqwa, Central, Israel

● Sales forecasting on client accounts and proactively managing book of business, Up sale to existing clients , recruiting new SMB clients● Regularly analyses sales to manage product life cycle, inventory models and selling rates● Supervise competitors’ performance and activities and implement strategies● Responsible of upgrading the products of the customer: virtualization, clouds, servers (Linux) ,Hardware

Tel Aviv, Israel

• Developed and implemented company's annual and quarterly goals and forecasted future needs.• Managed sales of products and developed strategic marketing techniques to increase sales volume Monitored network and prepared proposals to be present to clients.• Reviewed upcoming trends and technologies and ensured its application in systems.• Improved sales activities and performed close out for all sales in telecommunications products of the company ( telecommunications devices) Delivered exceptional account service to strengthen customer loyalty.Negotiated details of contracts and payments and prepared sales contracts pipeline.Estimated and quoted prices, credit and contract terms, warranties and delivery dates.Very good presentation skills.

Bachelor Of Arts (B.A.), Business Administration And Management, General, 2.1

Master Of Business Administration - Mba, Business Administration And Management, General, 2.1

German Language And Literature

German language curse level A1 -3 months German language curse level B1 -2 months In order to adjust myself into the local market.