Sourced through effective networking new high value customers dealing more in foreign exchange transactions
Determine with customer best way and/or currency to use money to improve future opportunities while avoiding financial shocks.
Assist customers to review their organisations resource allocation, understanding what costs and why, freeing up potential cash for investment for resource/equipment for organisational growth in anticipation of future expenses.
Management of customers’ foreign transaction risks by efficient and effective servicing of their needs.
Advice on whether foreign financial investments are best done through equity or debt, incorporating the uncertainty involved in project forecasting and valuation.
Ensuring that the customer is kept abreast of all transactional stages
Handled all negotiation and procession of all foreign currency transactions on behalf of client.
Anticipated based on knowledge of business cycles of some clients to improve service effectiveness and efficiency
Wrote credit reports in line with client requirements & company policy guidelines; reviewing credit portfolio of client against the in-flow/outflow, proposing alternate solutions to maximize advantages to be gained
Networked amongst exiting personal & business groups to increase portfolio
Liaised with foreign correspondent banks to initiate, execute & maintain clients import/export facility requirements, with no disruption to account dynamics
Responsibility: Equity Investment, Credit Analyst, Projects Consultant in charge of blue chip accounts, both corporate and individual.
Responsibility: Total day to day administration of the running of the 200 bed hospital, over 40 nursing staff as well as its IT infrastructure installation and upgrade
Responsibility: Relationship Management/Business Development, controlling a team of 20 staff
(Awarded best new sales staff in Credit Cards department by January 2006 & sent to watch the Brits Awards as prize. Also managed my team on behalf of Team Manager for another competition where we tied 1st position with another team in March 2006. This led to my being made Team Manager. Also awarded prize of all expenses paid trip to watch the 2006 World Cup quarter finals match for best sales by June 2006)
Responsibility: Relationship Management/Business Development/Asset Management, working with various teams and people who reported to me
Relationship & People Management