Samuel Joseph Email and Phone Number

Lucrum Consulting

Finance BrokingHelping people achieve their property and finance goals.

Relationship Management of High Net Worth clients in the Premier Banking DivisionProviding meaningful financial solutions to clientsConducting account reviewsFinancial analysis and credit submissionsManaging Risk and ComplianceSales managementsSupporting staff meet their targets and KPI

Experienced in portfolio management, maintaining positive healthy relationships with high value clientsIdentifying and maintaining positive relations with valuable customers as part of Premier Banking standard Credit submissions, deal structuring and financial analysis for existing customer and new-to-bank opportunities Analysing financials and preparing credit submission Proactively maintaining and facilitating communication between bank departments, external business partners and internal shareholdersMaintaining and developing bank’s business partnersPromoting business features and developing sales opportunities across various departmentsManaging team compliance and risk

Facilitating major bank project involving Cash Flow and Transaction BankingStakeholder managementProject planningContinuously monitoring process to minimise risk to bankImplementing standard operating procedures

Commercial Lending product managementPortfolio management Worked closely with all other divisions to implement product related decisions with a focus on analysis, coordination and deliveryDriving customer product enhancements to ensure delivery meets their needsReviewing and providing recommendations into commercial contracts, policies and procedures Product risk analysis

Supporting Business Banking clients with their banking needsReviewing clients banking and providing meaningful suggestions for banking productsCreating and monitoring cross sell opportunities Sales reportingProviding business banking clients with industry insights to improve their banking and business growth