Sentences with phrase «manage financial sales»

Not exact matches

Reported roles include; Non-Executive Chair, Non-Executive Directors, Managing Director / Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Business Unit Head, Human Resources Executive, Technical Executive, Chief Legal Counsel, Sales and Marketing Executive, Chief Technical Officer, Chief Information Officer and Company Secretary.

But the Web is especially well - suited to teaching technical topics, effective sales and customer - service techniques, financial skills, product and policy updates, and things that can be learned step by step, such as drafting a business plan or managing a project.

By adding a digital layer, the girls «learn about online financial safety, communicating with customers via email, managing virtual money and creating dashboards on which they can track their inventory and sales.»

«Specifically, the financial institution must disclose any variable compensation that the advisor receives for the advice and resultant product sale, and comparative examples of compensation they would have received for other products,» Cerulli managing director Waldert said.

Prior to joining Monogram, Greg was CFO and eventual COO at POM Wonderful where responsibilities included setting strategy and budgets, establishing pricing and trade, managing the sales team, creating KPIs, financial reports, and incentive plans, and leading a multi-year, cross-functional initiative to transform POM's profitability.

With more than 20 years» experience managing sales teams across a variety of industries including financial services, healthcare and insurance, Ben has a developed a deep understanding of what it takes to grow a sustainable business.

His focus is to help FinTech companies and financial service providers review / refocus business strategies, develop products and markets, execute sales, scout for FinTech solutions, build business partnerships, manage projects, and implement corporate structures and processes.

Our Fixed Income Sales & Trading Group delivers innovative strategies to help you manage risk, create superior returns and offer solutions to financial problems through efficient execution.

The downgrade stemmed from the co-operative's management over-estimating Chinese sales of adult milk powder, which led to the resignations of managing director Gary Helou and chief financial officer Brad Hingle.

Total sales across Woolworths» stable of house brands — Homebrand, Select, Gold and Macro — had risen by «low double - digit» rates this year, the managing director of Australian supermarkets, Tjeerd Jegen, told The Australian Financial Review.

Releasing his last financial results before handing the reins to Rob Scott in November, Wesfarmers» outgoing managing director, Richard Goyder, said sales performance across the group was «generally pleasing».

A move to Connecticut came with a promotion to vice president, business performance management, where she managed Diageo North America's financial outlook, totaling $ 4.9 B. Kirsty's Diageo career came to a close after she spent a year in Napa negotiating Diageo's sale to Treasury Wine Estates as Diageo's vice president, finance and business planning.

COPEC Executive Director, Duncan Amoah had accused BOST Managing Director, Alfred Obeng of causing financial loss to the state when he authorized the sale of some barrels of crude oil to an unlicensed dealer.

Most training management software will include a course booking system, a CRM, a reporting system, a financial system, a sales system, a marketing system, the ability to manage your internal team, and if you're really lucky a Learning Management System as well.

Award - winning financial education programme run in partnership with Premiership Rugby side Sale Sharks teaches children how to better manage their money 10,000 th student was 11 - year - old Kayti Calderbank, from East Manchester Academy

Skills needed: business development with all retailers, building out your own accounts, financial terms, managing all accounts, managing all technical requirements, managing all ebook updates, consolidating all sales reports, intelligent analysis of sales reports, billing, managing financial thresholds, then collecting your money

Naturally, if this brigade can't get a slice of the pie, they have no incentive to be part of the ETF distribution network to encourage investors and SMSF's to use ETFs, and continue to be sales people for the use of active managed funds from whom they will receive a financial benefit.

Land banking schemes may be managed investment schemes or involve the sale of a financial product.

Nevertheless, both actively managed mutual funds and passively managed mutual funds have to cover their marketing, sales, legal, customer service, and other costs — many of which will benefit from the financial economies of scale related to the amount of assets under management.

In this role, she administers account deployment, manages sales technology, and oversees operations and financial support.

Capilano Group (Head Office) is based at the Capilano Suspension Bridge Park and is where all of the organizations sales, marketing, administrative and financial activities for all five properties are managed.

The signatories were Garuda Indonesia president, Emirsyah Satar, Garuda Indonesia executive vice president for marketing & sales, Elisa Lumbantoruan, managing director of Liverpool FC, Ian Ayre, and financial director of Liverpool FC, Philip Nash.

A seasoned trial lawyer with an accomplished courtroom track record, David helps companies in the manufacturing, sales, service, insurance, and commercial transportation industries manage high - risk lawsuits with significant financial exposure.

Financial firms rely on dozens of critical systems to develop and execute strategies, evaluate risk, track P&L, manage sales and trading, and handle settlement.

You may soon have more options if insurers with highly publicized financial difficulties relax their underwriting standards to maintain their sales volume, said Wil Heupel, managing principal of Accredited Investors, a Minneapolis financial planning firm.

competitive, Clients, Delivery, designing, driving, Finance, financial, HP, ITIL, managing, network support, networks, PC's, proposals, selling, Sales, sales planning, servers, Summit, system administration, trSales, sales planning, servers, Summit, system administration, trsales planning, servers, Summit, system administration, trainer

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

administrative, Asset Management, ATM, Banking, budget management, budget preparation, budget, cable, change management, compliance reporting, hardware, consultant, client management, conversion, client, clients, Customer Relations, customer satisfaction, databases, decision making, Delivery, Dell, desktops, documentation, driving, due diligence, Facilities Management, financial, Help Desk, HP, inventory, Leadership, team leadership, leadership skills, Lexmark printers, managing, Marketing, meetings, Mental Health, Office, negotiation, Network, order entry, PC's, personnel, policies, problem resolution, process design, processes, Procurement, progress, Project Management, Project Coordination, proposal, quality, quality assurance, Retail, risk management, Sales, scheduling, schematics, SDLC, sound, specification, Staff Management, strategy, T - 1, unique, upgrades, vision, workshops

QUALIFICATIONS Business management and operations - Specialist in Financial Services Technology (Banking and Insurance)- Knowledge of the Financial Services of Latin America, its potentialities, trends and opportunities - Business Development & Complex Sales - Customer Relationship - Project Management - Consultative Sales - Managing Strategic Alliances - Partners Management Program -.

ACCOMPLISHMENTS & SALES EXPERIENCE: * Negotiated contracts with vendors * Inside Sales, Marketing and Lead Generation * Portfolio Management & Financial Tools * Pipeline Sustainability * Analytics & Insight Generation * Setup and maintained a high level of efficiency in managing «new» accounts * Negotiate pricing and fee structure while ensuring the continuation and enhancement of services * Maintained and added to «new» SALES EXPERIENCE: * Negotiated contracts with vendors * Inside Sales, Marketing and Lead Generation * Portfolio Management & Financial Tools * Pipeline Sustainability * Analytics & Insight Generation * Setup and maintained a high level of efficiency in managing «new» accounts * Negotiate pricing and fee structure while ensuring the continuation and enhancement of services * Maintained and added to «new» Sales, Marketing and Lead Generation * Portfolio Management & Financial Tools * Pipeline Sustainability * Analytics & Insight Generation * Setup and maintained a high level of efficiency in managing «new» accounts * Negotiate pricing and fee structure while ensuring the continuation and enhancement of services * Maintained and added to «new» cu...

Manages the analysis of partner assortment by creating and evaluating financial reports to identify actions to drive incremental sales.

Managing trusting senior - level client relationships and clearly understanding their objectives to facilitate exceptional levels of service and repeat business while extending strategic sales and marketing efforts to win new business as a Client Service Advisor for Winthrop Financial.

Managed a high net - worth customer base through ongoing sales of financial products, while reviewing

• Manage all aspects of business operations that include sales and marketing, advertising, administration, financial oversight and inventory / procurement management.

Managed operations of financial services firm, consistently increasing sales while mitigating risks.

Responsibilities include managing all financial activity for a 60 room hotel with annual sales of 2.5 million.

They also have to check and coordinate the store operations, to drive sales and to manage financial costs in order to make sure the bookstore's profit goals are met.

Managed the day - to - day productivity of five employees concurrent to managing all financial obligations, sales objectives, major sales transactions, revenue forecasting and pro forma budgeting.

Typical duties of a Travel Agent include: discussing requirements with clients, handling customer queries, managing budgets, promoting their business, maintaining financial records, offering advice on travel arrangements, booking accommodation, announcing changes, selling insurance, and making sure they meet sales targets.

Allegis Financial Partners • Northern Utah start - end - date Associate General Agent Managed sales projections, developed sales strategies, established resources and budgetary requirements and contributed to critical policies and decision making to achieve sales goals.

Multifaceted and goal - oriented professional with valuable experience managing in customer - driven and dynamic industries and recognized success in wealth management and investment - related sales, committed to pursuing a career as financial analyst.

Managed accounts and a large global team of sales / engineering staff into one of Hewlett Packard's largest global financial customers.

Talented and dedicated Equity Sales Trader with fluent understanding of financial markets and demonstrated track record capturing and managing key accounts.

This software sales executive provides a formal summary that explains how this executive possesses an outstanding record of revenue growth and outlines the scope of their experience managing corporate initiatives in a diverse range of industries such as financial services and health care.

Kirlin Securities, San Francisco • CA 5/2000 — 5/2001 VP, Investments Managed sales team and conducted monthly meetings with junior account staff for a boutique investment house providing personal financial planning for a broad client base.

Prepared valuation analyses and cash flow models on prospective acquisitions using ARGUS; and recorded acquisition / sale of 1031 properties on multiple entities Prepared quarterly financial reports for tax auditors using QuickBooks, including all supporting schedules for 10 - K and 10 - Q filings Created / Maintained lease briefs for newly acquired assets and performed due diligence for prospective acquisitions Managed and reconciled cash for company and 1031 exchange properties; and acted as primary contact for all treasury management issues Filed annual business property statement and recorded estimated income tax payments — state and federal Created accounting procedures manual and supervised / trained assistants to perform accounts payable tasks Consulted with property accountants to resolve discrepancies in monthly financial reports Provided executives, shareholders, lenders and investors with monthly, quarterly and annual financial reports Ensured compliance with loan covenants and tenant in common (TIC) agreements

Hotel Sales Managers make sure a hotel meets its financial goals by managing sales tSales Managers make sure a hotel meets its financial goals by managing sales tsales teams.

Duties include providing administrative support to a financial advisor, monitoring & managing a calendar, following up on sales leads, responding to client requests for for literature or forms, & facilitating marketing programs

Now consider an alternative expression — «Managed leading sales team, generating $ 5 million revenue above target in the 2014 financial year.»

Real Estate Agent • Take information from clients regarding their need for buying, selling, leasing and renting • Look through company database to determine if similar properties are available in needed categories • Compare prices and chart out the best possible solution for clients, based on their individual needs • Appraise properties using local comparison charts and discuss cost of maintenance and repair • Visit sites to determine suitability for clients and show properties that are deemed suitable • Create effective and meaningful relationships with clients for further purchase and sale purposes • Provide clients with financial assistance solutions and ensure that appropriate background checks are carried out • Educate clients on equity in their property and refinancing options • List properties for sale or purchase in local newspapers and respond to calls for information • Assist clients through the payment procedures and indulge in negotiations • Ascertain that all paperwork involved is in order and that any discrepancies are managed before a transaction is carried out