شادي افتيموس

Proven Client Relationship Manager with over five-plus years of experience in high paced environments. Versatile, reliable and efficient professional with experience working with clients ranging from the individual consumer to small and medium business clients. Ability successfully deepens relationships while meeting and or exceeding established goals, whiles staying within regulatory compliance. Looking to build long-lasting relationships by using my knowledge of finance and customer service.

 ▪ Contributed to developing several local business start-ups successfully through proving continuous financial consulting and year-end reviews.
▪ Managing a portfolio of over 150 accounts within the industries of Legal, Finance, Insurance, Real Estate, Transportation, and Non-Profits with a revenue of over $1M.
▪ Building relationships with clients to ensure that their needs are met, they are satisfied with the services and/or products provided by the Bank and any challenges are overcome.
▪ Maintaining relationships with existing clients and working within the boundaries of what is already offered by the employer, as a client relationship manager you may be involved in identifying new sales opportunities and making product development and sales teams aware of these. This involves researching, monitoring and analysing industry trends.
▪ Secured new clients through developing relationships and providing financial advice, which led to a 10% net increase in the corporation’s yearly portfolio.
▪ Identifying and approaching potential new companies or individuals to engage as clients.
▪ Acting as a point of contact for complaints and escalating issues as appropriate.
▪ Understanding and helping to meet the targets and aims of the client.
▪ Ensuring your existing clients are satisfied through after- sales care, as well as gaining and using feedback.

▪ Managed y

Master in general business