foreign currency, exchange, securities, and sales, security, fixed income
MetLife Financial Services
Responsible for marketing strategy and sales strategies for the company. Developed and implemented a new product plan. Created a brand identity and promotional campaign.
Created and implemented a new sales pipeline for the company to increase the number of customers and management. The first year of the company was sold to the top 10.
Responsible for the creation of new business and ups for the company. Also, I was able to build a strong relationship with the client.
Manages advertising and promotions for the branch and the company. Maintains and updates the client base. Works with the business to develop a plan to reach the goals.
Maintains a high level of customer satisfaction by providing quality service to customers. Facilitates and participates in the development of new and existing relationships.
Head of Operations
Maintained and updated foreign exchange rates, and managed securities trading. Ensured that all trades were properly accounted for and settled.
Managed the security of the company's fixed income and sales Commission. Worked with the Treasurer to ensure that all transactions were properly recorded.
Foreign currency: USD, CAD, and USD FX. Prepared and processed foreign currency transactions. (VAT, exchange, and futures).
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