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Skills

  • Client onboarding and retention strategies
  • Client negotiation and deal structuring
  • Marketing understanding
  • Method equipment
  • Retention strategies
  • Communications
  • Client Satisfaction Improvement
  • Competitive market research
  • Organization
  • Relationship development

Work Experiences

  • Achieved 12% client retention by fostering strong, long-term relationships with key institutional clients through strategic account management.
  • Collaborated with retail representatives to improve product presentations and advertising collateral in order to increase sales.
  • Achieved this within a 18 months.
  • Analyzed competitors’ strategies and market conditions, positioning our products against peers to achieve a $8 increase in quarterly sales.
  • Created and used initiative reports to assist leadership in making key decisions and exceeding operational goals.
  • Analyzed market trends.
  • Collaborated with internal partners and portfolio managers to produce custom client reports that led to a 53% increase in overall satisfaction scores.
  • Identified prospects' needs and developed appropriate responses, as well as product and service information.
  • Met with current and potential customers to assess their needs and make recommendations for the best metric solutions.
  • Analyzed market trends and product performance data to recommend portfolio adjustments, leading to a $15 net increase in assets over several months.

Summaries

  • Professional with a passion for sales and customer service, as well as communication and negotiating skills.
  • Achieved 32% growth in institutional clients.
  • Accomplished Institutional Sales Associate.
  • Achieved a 81% boost in renewals.
  • German is a bilingual individual who is fluent in both languages.
  • Achieved a 73% increase in overall product satisfaction.
  • Institutional Sales Associate is a multi-talented Institutional Sales Associate who is consistently rewarded for planning and operational improvements.
  • Building relationships, cultivating partnerships, retaining top accounts, and growing profit channels by establishing trust are all skills that I bring to the table.
  • Exceptional at generating leads and demonstrating products in order to close large-scale sales.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Provided thought leadership on emerging market trends through whitepapers and webinars, which were leveraged by institutional clients to inform their portfolio strategies.
  • Monitored key performance indicators for institutional sales initiatives and provided weekly performance reporting to senior management, leading to timely adjustments.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Provided comprehensive risk assessments and portfolio diversification strategies to institutional clients, maintaining client retention at 81%.
  • Achieved 3 new institutional partner acquisitions by attending key industry networking events and conferences over the course of 2019.
  • Created customized sales dashboards using ServiceNow for real-time insights into pipeline performance, resulting in improved close rates by 53%.
  • Delivered regulatory compliance training to the sales team, ensuring adherence to method institutional investor regulations.
  • Documented and resolved framework which led to method.
  • Created and delivered high-quality pitch decks for institutional clients using category, directly contributing to new sales worth $8.
  • Exceeded quarterly sales targets by 65%, driving growth in institutional assets across multiple channels.

Affiliations

  • Fixed Income Analysts Society (FIASI)
  • Private Equity Growth Capital Council (PEGCC)
  • Financial Times Global MBA Ranking Alumni Network
  • Chartered Financial Analyst (CFA) Institute
  • Investment Company Institute (ICI)
  • Toastmasters
  • American Society of Safety Professionals
  • Association for Computing Machinery
  • Global Association of Risk Professionals (GARP)
  • The Hedge Fund Association

Certifications

  • Corporate Finance Program Certificate program
  • Investment Foundations Program by CFA Institute
  • Financial Services Cloud Certification by Salesforce
  • Certified Business Analysis Professional (CBAP)
  • Certified Financial Marketing Professional (CFMP) by ABA
  • Introduction to Institutional Portfolio Construction and Management by Coursera
  • Certified Market Technician (CMT)
  • Technical Sales Professional Certification Asana
  • FINRA Series 66 - Investment Advisers and Securities Agents Uniform Combined State Law Exam
  • Apple Certified Associate (ACA)

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