Providing financial planning and investment advisory services • Advising clients on current financial issues and making recommendations • Identifying new clients and managing client relationships • Customizing financial plans according to clients’ changing needs

Managing organizational sales by developing a business plan that covers sales, revenue, and expense controls • Developing sales strategies and setting targets • Coordinating marketing on lead generation • Monitoring sales team’s performance , motivating them to reach targets and key accounts handling • Recruiting and selecting ideal candidates • Preparing presentations and handling customers (CRM)

Markets products by researching, and developing marketing plans, maintaining response operations, and maintaining quality. • Works with vendors to deliver marketing materials and assets to clients and the public and Negotiates contracts for advertising, marketing, and promotions • Oversees brand data and analytics and emerging market trends to strategize ways to increase market share. • Maintains equipment, examining state-of-the-art technology, recommending upgrades, and controlling installations. • Maintains customer response operations by establishing work schedules and assigning employees and providing backup. • Oversees brand data and analytics and emerging market trends to strategize ways to increase market share. • Planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; and initiating, coordinating, and enforcing systems, policies, and procedures. • Resolves customer problems maintaining reference manuals and dialogue guides, providing information, and answering questions. • Maintains work process flows by coordinating information and requirements with related operational departments and participating with and providing resources to business improvement teams. • Recruits, selects, onboard, and trains employees; maintains a safe and secure work environment, and develops personal growth opportunities. • Monitors internal costs and competitive pricing to develop pricing and discounting strategies. • Responsible for the cash flow of the company basically the petty cash movement and implementing financial controls to uplift the company portfolio.(Key Accounts Handling) • Keeps directors informed by preparing reports, preparing presentations, interpreting information, and making recommendations.