● Focuses on marketing high profile prospects for investment purpose in international financial market.
● Developing new customer pipelines.
● Provide financial planning.
● Managed & retained a portfolio of highly valuable customers.
● Achieve monthly targets.
● Ensure transparency in communication with customers.
● Responsible to resolve customer queries.
● Prepare and submit Sales performance report on weekly basis to the line manager.
● Supervision to ensure that annual, quarterly and monthly volume targets are being met.
● At the spot resolve the customer complaints.

● Customer Service Representative provides information about product and service to the customers.
● To target on providing excellent customer service, the CSR undertakes the following tasks
● Managing large amount of inbound calls, generating lead sales, identifying and assessing customer needs, building
sustainable relationship with customers, providing accurate information by employing right tool
● Handling customer complaints, following communication procedures and engaging customers in an interactive
manner.
● Manage multiple clients' accounts producing handsome sales.
● Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, and/or
distribution of products.
● Manage staff, preparing work schedules and assigning specific duties.
● Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members,
organization officials, and staff members as necessary.
● Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.
● Monitor businesses and agencies to ensure that they efficiently and effectively provide needed services while staying
within budgetary limits.
● Ensures operations are conducted as per the standard operation procedure SOP's
● Develop daily activity reports.
● Real time monitoring and reporting of vehicles movement through tracker.
● Administer driver's activities during travel.