Sales Executive / Sales Support Coordinator
PFI Commercial Brokers LLC
Total years of experience :4 years, 1 Months
• Processing of all documents related to selling of / leasing of Financial Instruments (SBLC, MTN, Seasoned Bonds and Live Bonds, Business Loans & Personal Loans) received from Relationship Officer’s.
• Processing of all the applications and Service Engagement Agreement for Financial Instruments and processing of all documents for arranging funding against the Financial Instruments.
• Market services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries.
• Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, retirement planning, and estate planning; evaluating risk tolerance.
• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
• Obtain clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
• Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
• Provides financial management information by preparing financial status analyses and reports.
In-charge of the office in the absence of MD.
Prepare letters, official tenders, and highly confidential documents.
Collaborating / Coordinating the operations of Overseas Market and Back-office processing for global sales.
Handle Banking Activities like Cash / Cheque deposits and withdrawals and Account opening for employees.
Prepare cheques for issuance.
Preparation of documents needed for the Banks, arrange meetings, prepare correspondence letters, faxing, filling, travel arrangement and help in preparation of documents concerning LCs.
Handle Traveling & Hotel Booking arrangements for clients.
Prepare and Review Expense Vouchers, Purchase Requisitions, Quotations, Invoices, DO’s, LPO’s and other transactions for one or more documents, in compliance with approved budgets and department.
Updating customer database.
Deal efficiently with internal and external enquiries; arrange meetings and providing directions when requested.
• Selling of Personal Loan, Business Loan an Auto Loans.
• Achievement of sales targets
• Personal visits to corporations & Head offices
• Guiding customers about over all bank products and services
• Making PR with customers
• Competitors product knowledge
• Selling of different investment products