• Ensured the highest standards of Know-your-Customer (KYC) requirements by administering the file flow from login to disbursement • Directed all operational aspects including distribution operations, customer service, human resource, administration and sales• Assessed local market conditions and identify current and prospective sales opportunities • Brought out the best of the branch’s personal by providing training, coaching, development, and motivation• Located areas of improvement and purpose corrective actions that meet challenges and leverage growth opportunities • Create and sustain a dynamic environment that fosters development opportunities and motivate high performance among team members

• Develop structuring and finance recommendations• Direct & supervise ongoing client management by monitoring the client financing implementation plan• Establish contact, rapport and to influence key decision makers to start a relationship with the organization• Explore opportunities and recommend strategies for cross selling of products and services based on thorough understanding of the range of corporate banking products and services • Oversee client acceptance and on boarding procedures (Such as conducting due diligence and reviewing documentation requirements)• Sustain and build client relationship by maintain ongoing communication and negotiation(pricing, financing structure

• Managing a team of 10 Sales managers, Relationship managers & 250 Insurance consultants• Coordinating with hub branch operations for processing and reconciling of proposals, requirement / agency applications • Analyzing market trends, competition and formulate a marketing strategy• Motivate team by imparting them with training and tools for the accomplishment of their set objectives and endeavor.• Involved in managing pre and post sales activities.• Developed and grew staff competencies through team development, implementation, and support of specific training for various responsibilities

• Managed a team of 25 sales agents and one sales support associate.• Developed and implemented successful sales strategies that led to the team exceeding sales goals.• Conduct sales planning and marketing for staff.• Offered and sold finance and insurance related products.

• Managed and maintained portfolio products.• Led the implementation of strategic business plans.• Acquire new clients for stocks, futures, options trading.• Conducting marketing and corporate activities.