Exceptionally focused and innovative Account Executive with a stellar customer service and revenue generation record. Committed to the ideals of consistency and dedication in order to build the most successful business partnerships. Effective multitasker able to bring multiple account projects to completion with complete cost-effectiveness and accuracy.
Effectively manage the progress and results of accounts assigned and work with the sales manager to contribute and manage actions according to account strategy.
In charge of negotiating contract terms, developing client relationships, and secure long term sustainability during initial acquisition.
Monitor market conditions, product innovations and competitor activity, and adjusted account sales approach to address latest market developments.
Planned, created and delivered communications products sales presentations to prospect and current clients.
Serve as the lead point of contact for any and all matters pertaining to the customer base.
may 2006 to Sep 2019
Oriental Bank Group
Relationship Officer
Productively developed client relationships by anticipating and providing solutions to client needs and focusing on client satisfaction.
Management of accounts in accordance with established procedures.
Performed as key contact for selected customers under Banker guidance.
Independently reviewed all documents and link entire customer accounts to suitable relationship.
Assist clients in accomplishing wealth management objectives.