Sentences with phrase «implementing effective investment strategies»

As a highly accomplished investment and finance professional with experience managing accounts, conducting productive client consultations, and implementing effective investment strategies, I am well prepared to surpass your expectations.

Awarded as Best Employee from Feelrich Financial Inc, Orlando for planning and implementing an effective investment strategy

Not exact matches

The increasing number of passive smart beta investment products available could help market participants to implement different smart beta strategies in a transparent and cost - effective manner.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

However, what sets buy - to - let property apart from other investment options is the ability to manage — if not eliminate — the risks involved through tried - and - tested risk management strategies that are simple and cost - effective to implement.