Veeresh Ramsaroop Email & Phone Number

Trinidad And Tobago

• Assists the director in all marketing and business development activities, which are designed to attract new business by helping to identify, qualify, and convert prospects into clients.• Assists the director to ensure that all clients receive suitable financial advice based on their individual insurance and investment needs.• Creates and maintain client profiles in relevant databases.• Coordinates the preparation of reports, analyzing data, and identifying solutions.• Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional societies.

Trinidad And Tobago

• Supervises effective processing of data to Credit & Debt Management System• Ensure accuracy of data processing• Supervises response and resolution to Debtor queries within defined timelines• Production of periodic financial reports• Develops robust analytics based reporting system to support credit management decision making• Assist Finance department with reporting functions

Trinidad And Tobago

•Revenue generation by identifying financially stable and credit worthy prospects.•Marketing of insurance and investment products to high profile customers.•Researching Market Segmentation and Financial Data in the domestic, regional and international markets.•Creation and analysis of Regional Production Activity Report for the Assistant Vice President of Supplemental Sales.•Training of associates in product knowledge and operational procedures.•Completion of Business Case Summaries as part of the development of new marketing initiatives/products to enhance marketing strategies. Example: Micro Transaction Insurance.

Trinidad And Tobago

Trinidad And Tobago

•Maintenance of Accounts Receivables for Corporate Agencies. •Processing of the Corporate Agencies Commissions•Reporting of periodic financials to Vice President of Finance.•Received a Spotlight Award for Excellence in my capacity as a member of the Agencies AR team

Trinidad And Tobago

Accounting Associate - duties include data entry, inventory, preparing financial statements, registration of sole trade and limited liability companies, courier.

Trinidad And Tobago

Duties:Balancing Nostro and Vostro Accounts for TTD and USD

Trinidad And Tobago

Duties:Processing of RTGS, SWIFT wire transfers, GL entries,Processing of entries for the leasiing portfolio (USD & TTD).Accolades:Was recognised as the employee of the Month for January 2012.Received 24 Applause certificates for teamwork and spirit.

Trinidad And Tobago

Duties:Processing of over the counter transactions, bill processing, FX transactions.