To be part of an organization amiddle level management where my professional skills and abilities could be valued and utilized in the organizational favor which leads to my future growth
sales deal
Maintain and ensure growth of assigned Portfolio
Achieve CA (LCY & FCY) - Targets
Achieve Core Deposit — Targets
Achieve NTB Acquisition — Accounts Targets
Achieve Consumer Secured/Unsecured Targets
Achieve Banca/Wealth Management Targets
Initiate / Learn the operational aspect of branch
• Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
• Contact potential clients and create rapport by networking, cold calling, using referrals etc
• Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Retain continuous awareness of transactions, sales and terms and keep relative records
• Check insurance claims to solidify trust and safeguard reputation
• Frequently replenish job-specific knowledge and apply it on the field
• Fulfill all company-established policy obligations
• Calculate the depreciation for all fixed assets.
• Perform periodic impairment reviews for intangible assets.
• Find out the potential obsolescence of fixed assets.
• Perform regular physical inventory counts of fixed assets.
• Give recommendations to management regarding the disposal (or not) of fixed assets.
• Perform analysis related to fixed assets when requested by management.
• Prepare audit schedules for fixed assets and help out auditors when they have inquiries.
• Help with property tax returns.
• Be the face of the company during government audits of fixed assets.
• Monitor the expenditures of the company for fixed assets in comparison to capital budget and management authorizations.