Samuel Kakar Email & Phone Number

Miami, Florida, United States

● Collaborating with the Account Executives to negotiate/renegotiate contracts, & onboarding Client & Enterprise Relationships● Progress existing client relationships● Increasing company sign up rate by 2-5% on monthly basis● maintain client relationships, 96% retention rate ● Work with internal global partners in developing team strategies & goals● Work with internal global teams in developing & executing Marketing Campaigns● Deliver high impact updates to key stakeholders that help steer towards alignment & clarity● Thorough understanding of the client's need and engagement of services & collaborate with partners to deliver holistic solutions● Oversee processes & strategies related to delivering exceptional services● Provide sales training to account executives● Research & develop new more efficient & compliant processes● Utilize CRM & ticketing platforms (Salesforce)

● Retirement Counseling● Developing team strategies & goals●Work with all partners and key stakeholders to deliver holistic solutions● Collaborating with internal departments to onboard & integrate new clients● Overseeing processes & strategies related to delivering exceptional service● Building client relationships● Knowledge of investment products & global financial markets● Accountable for the success, growth, and retention of clients● Experience with CRM & ticketing system● Experience with G-Suite

● FINRA Certified - Series 6 & 63● Analyze client accounts to adhere to clients’ financial goals while collaborating with partners to strategically structure● Create financial plans and calculate risk management for clients● Manage a book of 500+ high net-worth clients while developing key business & community relationships and providing● Maintain knowledge of all products, services, technology and investment related policies while aligning products to● A.M.L & Fraud

West Islip, Ny

● Promoted to Store Manager of the largest Verizon master distributor● Diverse expertise in all mobile devices (iOS, Android, Microsoft)● Bought/sold goods valued at $1000+. Completed daily cash counts and credit/debit audit.● Created weekly employee schedule ● Designing employee training curriculum● Devised business strategies to growth in sales & number of store locations● Prepared and presented quarterly reports● Expert in the use of eRoes Verizon application, RQ4 POS/Employee Stats system, all Microsoft Office platforms.

● Head of purchasing gold and silver valued at ($10-$10,000)● Developed promotional jewelry bundles● Expertise in engraving

Bachelor'S Degree, Economics, Senior

Associate'S Degree, Restaurant, Culinary, And Catering Management/Manager