Own the partner relationships with the licensed intermediaries and fund managers whose products the platform carries, including the written allocation of anti-money laundering monitoring responsibility.
Ensures client satisfaction and manage overall client relationships at various levels of stakeholders from working level to senior management including up to C-Level. Grow customer intimacy and communicate across functional groups and build strategic relationships with client teams.
What You'll Do: Assist in developing and implementing effective sales strategies Support the team to meet or exceed sales targets Build and maintain strong client relationships Prepare regular sales reports and forecasts Train, mentor, and motivate junior staff Analyze market trends to identify new opportunities
What You'll Do: Assist in developing and implementing effective sales strategies Support the team to meet or exceed sales targets Build and maintain strong client relationships Prepare regular sales reports and forecasts Train, mentor, and motivate junior staff Analyze market trends to identify new opportunities
Monitor and report on competitor activities, track performance against key performance indicators (KPIs) and sales plans, and maintain accurate customer and sales data within the Customer Relationship Management (CRM) system
Build cross-functional relationships with procurement, operations and warehouse teams, improving your communication and coordination within a close-knit company.
Sharpen systems expertise through hands-on ERP work, process redesign, and automation opportunities that reduce close time and improve cash visibility. Help implement robust controls and standard operating procedures that make audits smoother.
Maintain a thorough understanding of all CAKETELLA and KETOCAKE products, including ingredients, preparation methods, and special dietary options (e.g., keto-friendly).
Preparation of monthly financial or management reporting which includes income statement, balance sheet, trial balance; general ledger reconciliation, aging report, listing.