Experience

My Home Pathway

• United States
• Financial Services
• 1 - 100 Employee

• Business Operations Lead

  • May 2023 - Present

  I am responsible for developing, implementing, and managing operations processes and systems to ensure a high level of efficiency and customer satisfaction. Monitor and evaluate operational performance and recommend improvements Provide guidance and support to operations personnel Monitor and manage inventory levels Develop and implement policies and procedures Manage the day-to-day operations of the organization Maintain records of operational activities Analyze data to identify areas for improvement Assist in budgeting and forecasting Ensure compliance with applicable laws and regulations Show less



StymConnect

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Business Manager

  • Dec 2022 - Present

  In charge of designing business strategies and managing all day-to-day operations to guarantee company efficiency. Superb interpersonal and leadership skills, good teamwork, excellent written and verbal communication skills, with the ability to identify opportunities for growth. Responsibilities: Assessing and identifying new opportunities for growth in current and prospective markets. Establishing the company’s goals and objectives. Recruiting and training new employees. Performing regular employee evaluations to determine areas of improvement. Designing business strategies and plans to meet the company goals. Making sure that the company has sufficient resources such as personnel, material, and equipment. Developing a comprehensive company budget and performing periodic budget analyses. Ensuring all company activities adhere to legal guidelines and policies. Assessing overall company performance. Show less



WLNC

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Account Manager

  • Feb 2022 - Dec 2022

  Sales tracking and analysis. Profitability and margin analysis Financial Modeling Sales KPI Reporting. Stay connected with both No-code developer and client to serve as a bridge of communication Build a trustworthy relationship with clients. Make sure clients receive requested products and services in a timely fashion. Collect daily reports from no-code developers. Make sure that developers attend all meetings with the client and no client's messages/questions remain unanswered Take care of Client Payments and development. Work closely with our clients to understand their requirements and assign relevant no-coders Speak with clients and sell our product Ensure that developers and clients are working together successfully throughout their engagement. Select new hires, filter, and screen them. Prioritise tasks and manage developers according to client specifications. Show less



TDMarkets

• South Africa
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jun 2021 - Feb 2022

  Principal Duties & Responsibilities including but not limited to: Drive the company and product in the South African market Prospect new leads, explain the features and benefits of the Company’s products and services. Facilitate the on boarding of new clients from South Africa, Africa and other countries. Build and maintain relationships with existing retail clients and drive growth of organic business for a total net increase in individual portfolio. Maintain regular communication with the different departments and teams outside of the office that shows dedication towards going the extra mile outside of normal hours. Develop and execute a personal sales plan that speaks to the companies core values and aligns with the performance requirements of the respective sales team. Additional Responsibilities: Adhere to the FSCA’s Conduct Rules. Adhere to all company policies and procedures. Attendance to all training and regulatory meetings and training seminars that are scheduled by your manager. Requirements: FSCA approved qualification Experience in the FX and CFD brokerage industry (preferred) Strong written and verbal communication skills Highly computer proficient. (Full MS Suite, Google Business Applications etc) Detail-oriented with a high level of numerical skills Outstanding customer service ethic Preferably well experienced and have track record of developing and growing a book of business in the FX and CFD brokerage industry Able to multi-task and meet daily benchmarks/deadlines in a fast-paced and busy business environment Must meet the Fit and Proper requirements for financial services representatives as prescribed by the FSCA. Show less



FXCM South Africa

• South Africa
• Financial Services
• 1 - 100 Employee

• Global Financial Services Representative

  • Feb 2021 - May 2021

   Provide clients with best-in-class service on the phone, chats, and email; Go beyond customer service - skilfully probe for, listen and understand client needs to provideresources and solutions to improve clients' trading experience and results; Facilitate the onboarding of new clients from South Africa, other African countries, the UK andother English speaking countries; Mediate a variety of situations, conversations, and customers with composure and professionalism; Build and maintain relationships with existing retail clients and oversee the growth of the organic business as it relates to new accounts, customer equity, and attrition rates; Maintain regular communication with numerous offices and colleagues from around the worldshowing an ability to work non-traditional hours when appropriate; Be a strong and flexible team player and proactively collaborate with the Financial Services Team tomanage time, resources, volume, and customer feedback; Consistently achieve departmental and individual metrics. Assist in projects and initiatives related to the development of the region in order to reach theteam benchmark. Collaborate with Compliance and FCC for client’s Cases Consistently take initiative to learn about the markets, FX industry, and new FXCM platforms andproducts. Assist clients via Inbound Emails and Chats regarding subjects such as needed documentation,pending deposits/withdrawals, trading platforms, issues with particular trades, and the movementsin the markets, among others. Work and coordinate with multiple FXCM departments as well as colleagues to ensure clientrequests are always satisfied. Show less

• Junior Financial Services Representative

  • Dec 2018 - Feb 2021

  Develop and maintain professional relationships with clients and ensure client satisfaction.Coordinate with clients and acquire all information and resolve issues effectively. Provide professional assistance to all client issues and ensure the confidentiality of all client information.Maintain knowledge and interpret all policies and procedures of FXCM and ensure compliance with all ethics and conducts.Administer everyday office activities and manage personal balancing records according to the policy.Maintain comprehensive knowledge of all services and products and update all requests on development needs.Provide efficient sales and services to clients and monitor sales for all referral objectives.Assist the sales team to generate business through cross-selling and effective marketing.Analyze all client requirements and recommend solutions to meet the same and prepare effective financial plans to suit the individual client.Maintain relationships with assigned clients and ensure effective implementation of all services and products and update legal disclosures and notifications.Coordinate with the branch manager to analyze calls, prepare sales strategies, and efficient report on current branch focus.Analyze market requirements and increase sales opportunities with help of the latest sales techniques.Participate in leads and networking groups and stay updated with competitor products to develop efficient strategies.Attend community organizations and business development programs to assist clients better.Analyze all client requirements and resolve client transaction issues with help from FXCM personnel.Assist clients with all benefits and features of new trading accounts, API, EA, or Safe Deposit features according to client needs. Show less



Webhelp

• France
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Customer Service Advisor

  • May 2016 - Nov 2018

  ● Help customers set up new credit accounts ● Interact with customers to provide and process information in response to inquiries, concerns and requests about products and services. Customers include both internal and external ● Interact and provide responses to customer account payments, credit, refunds, returns inquiries and concerns they may have. ● Admin related requirements and deadlines ● Handle service related queries via telephone or website ● Handle Irate and unhappy customers by deescalating the query or concerns ● Obtain and evaluate all relevant information to handle product and service inquiries ● Provide pricing, collection, returns and delivery information ● Perform customer verifications ● Process customer orders, payments, returns and collections online, and on other relevant software applications. ● Organise workflow to meet customer timeframes ● Direct requests and unresolved issues to the designated resource ● Manage customers' accounts ● Keep records of customer interactions and transactions ● Record details of inquiries, comments and complaints ● Record details of actions taken ● Develop and maintain customer databases ● Manage administration ● Communicate and coordinate with internal departments ● Follow-up on customer interactions ● Work within a team and meet team deadlines and targets. Show less



Cotton On Group

• Australia
• Retail
• 700 & Above Employee

• Sales Assistant

  • Nov 2013 - Feb 2015

  As a Sales Assistant, the duties i did were: ● Be involved in stock control and management. ● Assisting shoppers to find the goods and products they are looking for. ● Being responsible for processing cash and card payments. ● Stocking shelves with merchandise. ● Answering queries from customers. ● Reporting discrepancies and problems to the supervisor. ● Giving advice and guidance on product selection to customers. ● Balancing cash registers with receipts. ● Dealing with customer refunds. ● Keeping the store tidy and clean, this includes hovering and mopping. ● Responsible dealing with customer complaints. ● Working within established guidelines, particularly with brands. ● Attaching price tags to merchandise on the shop floor. ● Responsible for security within the store and being on the lookout for shoplifters and fraudulent credit cards etc. ● Receiving and storing the delivery of large amounts of stock ● Keeping up to date with product knowledge ,special promotions and putting up their displays ● Greeting customers who enter the store. ● Up-selling and cross-selling products to customers ● Assist manager with daily managerial duties ● Assign and train new staff with daily duties. Show less