Erol Polat, MBA
Chief Customer Officer at Gri Finansal Teknolojiler A.Ş.- Claim this Profile
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English Full professional proficiency
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German Limited working proficiency
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Bio
Experience
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Chief Customer Officer
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Nov 2020 - Present
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Yapı Kredi
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Türkiye
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Banking
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700 & Above Employee
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Blue Class Investment Services Manager
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Sep 2019 - Nov 2020
Coordinating Yapı Kredi Asset Management, Yapı Kredi Investment and Yapı Kredi to improve current investment products/services and develop a state of art investment model • Head to tail marketing strategies and value positioning • Established a training routine for sales force to increase licensed personnel and investment product sales capability Coordinating Yapı Kredi Asset Management, Yapı Kredi Investment and Yapı Kredi to improve current investment products/services and develop a state of art investment model • Head to tail marketing strategies and value positioning • Established a training routine for sales force to increase licensed personnel and investment product sales capability
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Akbank
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Türkiye
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Banking
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700 & Above Employee
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Akbank Wealth Management Manager
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Jun 2015 - Sep 2019
• Coordinating Ak Asset Management, Ak Investment and Akbank to improve current investment products/services and develop a state of art investment model• Established guidelines and work flow with economic research department to deliver easy to understand reports/videos for both sales force and customers with low financial literacy • Head to tail marketing strategies and value positioning• Establishing a holistic understanding of wealth among all the concerned parties• Established a training routine for sales force to increase licensed personnel and investment product sales capability • Activating, directing and closely monitoring sales force concerning investment product salesProjectso Wealth and investment products digital channels origination and positioningo Video Call Investment Advisory & Robo advisoryo Portfolio Trackero Digital channel differentiation for heavy traderso Digital channels price alert mechanismso Wealth Management website https://yatirim.akbank.com/ Show less
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Strategy Communications and Coordination Manager
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Jan 2015 - Jun 2015
• PMO & CEO Office• Work as an internal strategy consultant for the Bank; carry out research and data collection, conduct analysis, identify issues for improvement, formulate and implement recommendations or solutions. • Responsible for structuring, proposing and coordinating major projects, communicating with relevant parties to meet the requirements of proposed business model• Follow trends, developments and best practices in global and Turkish banking sectors and evaluate their potential implications for the Bank, prepare upper management presentations• Responsible for analyzing activities of competitors and sector to support strategic decisionsProjectso PMO: Akbank Wealth Management Show less
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Strategic Planning
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Mar 2014 - Jan 2015
• Influence business unit decisions with in depth P&L analyses, sector and benchmark comparison• Inform business units, with the development of the industry structure and bank's position• Inform Bank's main shareholders, with Turkey's economy, the structure and development of the banking sector and the bank's position compared to its competitors
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Card Payment Systems Product Management
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Aug 2011 - Mar 2014
• Responsible for head to tail marketing strategies concerning World Business and Business TLcard• Head to tail marketing strategies concerning commercial credit and debit cards• Participated in Open World Project, lead Business cards module• Specialty in campaign management, feasibility, forecasts
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Economics and Marketing Specialist
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Jun 2009 - May 2011
• Responsible for the following brand’s marketing strategies; Johnson&Johnson Medical, Morgan Stanley, Galatasaray, Mitsubishi, Limak, Güven Medical Group, Go Services, APEX. • Monthly white paper on macroeconomic and political environment in Turkey • Responsible for preparing competitive analysis on concerned industries, daily investment climate reports and semi-annual macro-economic analysis and forecasts • Responsible for preparing semi-annual macro economic analysis and forecasts. • Responsible for delivering competitive analysis on concerned industries. Show less
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Founding Partner
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Feb 2007 - Jan 2010
• Providing consultancy services for various SMEs in various sectors. These services include; • Market Research • Marketing Strategy • Brand Management • Sales Planning • Corporate Communications • Providing consultancy services for various SMEs in various sectors. These services include; • Market Research • Marketing Strategy • Brand Management • Sales Planning • Corporate Communications
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Intern
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Sep 2007 - Nov 2007
• Responsible for following bidding processes, recruitment process. • Participated in decision making meetings. • Responsible for following bidding processes, recruitment process. • Participated in decision making meetings.
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Education
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Bilkent University
MBA, Business Administration -
MIT
Single Course, The Challenges of Global Poverty -
Bilkent University
BA, Economics -
University of Amsterdam
Exchange, Economics -
Ankara Anadolu Lisesi
High School, Mathematics