Jose

Develop detailed business plans to drive small or radical changes, Assist the client in implementing the plan and resolve any occasional discrepancies, Provide guidance for any occurring problems and issues

Improve customer service experience, Take ownership of customers issues and follow problems through to resolution, Develop service procedures, policies and standards, Keep accurate records and document customer service actions and discussions, Analyse statistics and compile accurate reports, Recruit, mentor and develop customer service agents and nurture an environment where they can excel through encouragement and empowerment, Control resources and utilise assets to achieve qualitative and quantitative metric targets, Adhere to and manage the approved budget, Develop and implement inbound marketing strategies and campaigns, Work with the sales team to align marketing and sales efforts, Collaborate with the marketing department working alongside on the service design, performance metrics, marketing campaigns, customer service and customer retention, Provide training and support to team members on inbound marketing best practices and tools, Supervise telemarketing campaigns, email campaigns and others, Elaborate KPI reports for the outsourced project area

Assess creditworthiness of existing or prospective clients, Examine financial transactions and credit history case by case (applications, statements, balance sheets, legal documents etc), Financial Analysis for SME business, Complete ratio, trend and cash flows analyses and create projections, Deliver a multidimensional perspective on the investment outlook, Determine in depth the degree of risk involved, Carefully analyse data and produce clear and objective reports, Routinely monitor loans for compliance, Adhere to credit policy and guidelines, Monitor corporate portfolio asset quality on an ongoing basis, Draft models of credit information that predict trends and patterns, Conduct assessments to define and analyze possible risks, Evaluate the gravity of each risk by considering its consequences, Prepare reports and present recommendations

Professor of financial mathematics, Corporate Finance, Marketing, Market Intelligence & Customer Intelligence.

Sales Executive

In charge of commercial planning for b2b sales, Prospecting clients, Set up meetings, Preparing product demonstrations and sales budget compliance

Assess creditworthiness of existing or prospective clients, Examine financial transactions and credit history case by case (applications, statements, balance sheets, legal documents etc), Complete ratio, trend and cash flows analyses and create projections, Deliver a multidimensional perspective on the investment outlook, Determine in depth the degree of risk involved, Carefully analyse data and produce clear and objective reports, Routinely monitor loans for compliance, Adhere to credit policy and guidelines, Monitor corporate portfolio asset quality on an ongoing basis, Draft models of credit information that predict trends and patterns, Conduct assessments to define and analyze possible risks, Evaluate the gravity of each risk by considering its consequences, Prepare reports and present recommendations, Analyze financial Ratios, elaborate cash flows and general balance, Financial Ratio Analysis, Contact clients to understand their requirements and work on a sales plan, Provide after-sales support to retain customers, Ensure prompt and accurate answers to clients' queries, Build strong client relationships, through regular communication, Report on the status of accounts, Suggest company products/services that maximize client satisfaction, Communicate product and pricing details clearly

Assess creditworthiness of existing or prospective clients, Examine financial transactions and credit history case by case (applications, statements, balance sheets, legal documents etc), Complete ratio, trend and cash flows analyses and create projections, Deliver a multidimensional perspective on the investment outlook, Determine in depth the degree of risk involved, Carefully analyse data and produce clear and objective reports, Routinely monitor loans for compliance, Adhere to credit policy and guidelines, Monitor corporate portfolio asset quality on an ongoing basis, Draft models of credit information that predict trends and patterns, Conduct assessments to define and analyze possible risks, Evaluate the gravity of each risk by considering its consequences, Prepare reports and present recommendations, Analyze financial Ratios, elaborate cash flows and general balance, Financial Ratio Analysis, Contact clients to understand their requirements and work on a sales plan, Provide after-sales support to retain customers, Ensure prompt and accurate answers to clients' queries, Build strong client relationships, through regular communication, Report on the status of accounts, Suggest company products/services that maximize client satisfaction, Communicate product and pricing details clearly

Assess creditworthiness of existing or prospective clients, Examine financial transactions and credit history case by case (applications, statements, balance sheets, legal documents etc), Complete ratio, trend and cash flows analyses and create projections, Deliver a multidimensional perspective on the investment outlook, Determine in depth the degree of risk involved, Carefully analyse data and produce clear and objective reports, Routinely monitor loans for compliance, Adhere to credit policy and guidelines, Monitor corporate portfolio asset quality on an ongoing basis, Draft models of credit information that predict trends and patterns, Conduct assessments to define and analyze possible risks, Evaluate the gravity of each risk by considering its consequences, Prepare reports and present recommendations, Analyze financial Ratios, elaborate cash flows and general balance, Financial Ratio Analysis, Contact clients to understand their requirements and work on a sales plan, Provide after-sales support to retain customers, Ensure prompt and accurate answers to clients' queries, Build strong client relationships, through regular communication, Report on the status of accounts, Suggest company products/services that maximize client satisfaction, Communicate product and pricing details clearly

Assist in the formulation of targets for individuals and teams, Hire and onboard new employees, Answer questions from staff and provide guidance and feedback, Anticipate escalation and take over calls when needed, Devise ways to optimize procedures and keep staff motivated, Measure performance with key metrics such as call abandonment, calls waiting etc, Ensure adherence to policies for attendance, established procedures etc, Keep management informed on issues and problems, Prepare monthly/annual results and performance reports

Manage large amounts of inbound and outbound calls in a timely manner, Follow communication 'scripts' when handling different topics, Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives, Seize opportunities to upsell products when they arise, Build sustainable relationships and engage customers by taking the extra mile, Keep records of all conversations in our call center database in a comprehensible way, Frequently attend educational seminars to improve knowledge and performance level, Meet personal/team qualitative and quantitative targets

Office administration assistant

Helping with daily office duties such as treasury, staff attendance control, mailing and office presentation assistance