❖ Cultivate Valuable Client Relationships❖ Resource Coordination: Collaborate with internal company teams, including support, service,and management resources, to ensure that performance objectives and client expectations aremet.❖ Sales Target Achievement: Meet and exceed assigned targets for profitable sales volume andstrategic objectives within your assigned client accounts.❖ Strategic Partner Planning: Proactively lead the planning process, fostering telesales and salesretention partnerships, setting performance objectives, financial targets, and critical milestonesfor a productive client relationship.❖ Client Needs Assessment: Continuously assess, clarify, and validate the evolving needs of ourclients.❖ Effective Sales: Promote our products through telesales and sales retention techniques❖ Conflict Resolution: Manage potential sales conflicts by maintaining clear communication bothinternally and externally, while adhering to established sales team rules of engagement.❖ Solution Development: Lead efforts to develop solutions that best align with end user needs,ensuring the involvement of all necessary company sales and sales retention personnel.❖ Data-Driven Decision Making: Prepare regular sales reports, including key performanceindicators (KPIs), to track progress and make informed, data-driven decisions.❖ Team Leadership: Provide guidance and support to the sales team by coaching, mentoring,setting performance targets, and effectively managing team members.❖ Strategic Sales Development: Develop and implement sales strategies to achieve revenue goalsand expand our client base. Stay informed about the latest loan products offered by thecompany and ensure product knowledge is maintained.❖ Training and Skill Enhancement: Facilitate training programs and workshops to enhance theskills and knowledge of the sales team.

.Established productive, professional relationships with key personnel in assigned clientaccounts and company products.• Coordinated the involvement of company personnel, including support, service, andmanagement resources, to meet performance objectives and clients’ expectations.• Met assigned targets for profitable sales volume and strategic objectives in assignedclients’ accounts.• Proactively assessed, clarified, and validated client’s needs continuously.• Achieved sales through telesales and customer experience (top-up loans)team• Managed potential channel conflict with other firm sales channels by fosteringexcellent communication internally and externally, and through strict adherence tochannel rules of engagement.• Led solution development efforts that best addressed end-user needs, whilecoordinating the involvement of all necessary company sales and customer experiencepersonnel.• Ensured compliance with agreements, deadlines, and targets.

▪︎Sourced appropriately priced and structured liabilities for the company fromretail and institutional sources▪︎Assisted in developing, maintaining, and updating the client investment portfoliosas well as the reports related to their investment interest payment▪︎Collaborated with legal/finance department to ensure that all deals have appropriatelegal documentation and that financial close is achieved, and hand overprojects to portfolio management staff▪︎Evaluated, structured, negotiated, and closed all transactions▪︎Contributed to investment operations and emerging best practices in areas ofexpertise▪︎Built and maintained strong relationships with current and prospective clients

*Coordinated customer service and sales team*Provided direct customer support*Reviewed and resolved escalations*Developed positive relationship with new and existing clients* Acted as the point of contact and handle customer needs*Generate new business using existing and potential customer networks*Resolve conflicts and provide solutions to customers promptly*Reported and monitored the status of accounts and transactions*Set and track sales account targets, aligned with company objectives* Monitored sales metrics*Suggested actions to improve sales performance and identify opportunities for growth*Responsible for all sales inbound and outbound calls*Ensured all duties are carried out to the highest standards*Listened to team members’ feedback and resolve any issues or conflicts*Suggested and supported the implementation of new improvements to the Inside Sales workflow,daily, weekly, and monthly reporting, and CRM system*Motivated and coached a team of Inside Sales Advisors to meet and exceed sales expectations

* Obtained and onboarded customers' information by answering telephone calls, Informed clients by explaining the process and answering questions* Determined eligibility by comparing client information to requirements * Consistently met sales targets and contributed to the overall team goal*Convert internet and telephone leads to sales, place phone calls to respond to all prospects.

•Resolved customer's complaints, reached out to new customers, and verified account information via phone and emails• Advised customers on company products• Client retention• Met sales and call target• Compiled overall customer satisfaction reports• Underwrote and approved payroll loans• Handled changes in policies