Iman Amini
Othmarsingen
Summary
I am a Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
In the last year i successfully finished my Internship in the same company I am currently working with in the United Arab Emirates. Due to a great cooperation and satisfied results on both sides, I was offered a role at CEG Invest, a boutique Investment Firm.
I commenced to build up Partnerships with Institutional Clients in the DACH Region out of the UAE Office and assist the Sales team with services to enhance our Client Management. Among other activates, I manged the creation and implementation of a new CRM.
Now I relocated back to switzerland, where I help to set up the Swiss Branche and accompany my newly generated and the existing clients of the firm. Additionally I am active in enrolling a new Sector of the Company alongside the Management Team and Partners.
Overview
4
4
years of professional experience
Work History
Relationship Associate
CEG Invest
10.2021 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed business pipeline using cold and warm techniques.
- Arranged potential client contacts, cultivated relationships and followed through all service needs.
- Researched, analyzed and projected market data for potential markets.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Build relationships with institutional Clients, such as Wealth and Asset Managements, Private Banks and Family Offices
- Worked alongside Finance Veterans to build up Financial Products, Build Project-Pipelines and enroll new Projects
Apprentice
ggm & Partner Treuhand AG
08.2018 - 08.2021
- Presented purchase offers to sellers for consideration
- Marketed and sold property for clients by hosting open houses and advertising online and in print
- Collected and maintained careful records of rental payments and payment dates
- Developed annual operating budgets and forecasts, as well as sales and marketing plans
- Managed property documents for permanent records and regulatory requirements
- Reconciled all company accounts, including credit cards, employee expenses and commissions
- Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
- Reported financial data and updated financial records in ledgers and journals.
- Prepared and submitted Tax Declarations for Corporations such as Private people
- Managed Clients the year through in complete trustee services including, VAT calculations and decelerations, bookkeeping, salaries, annual Financial statements and Tax Declarations
Education
Swiss Federal Diploma in Business Administration -
Business School Zurich
Zurich, Switzerland08.2021
High School Diploma -
Bezirksschule Lenzburg, Advanced Upper-level
Lenzburg, Switzerland08.2017
Skills
- Keen perception
- Computer skills
- Flexible & Adaptable
- Tax reporting, CH
- Proactive engagement
- Verbal and Written
- Communication
- Strong Organizational Skills
- Financial Documentation
- Lead Generation
- Process Improvement
- CRM Platforms
- Sales Presentation
- Pipeline Development
- Business Development
- Market Research
- Client Consultations
- Strategic Partnership
Languages
German
Bilingual or Proficient (C2)
Farsi
Bilingual or Proficient (C2)
English
Advanced (C1)
French
Upper intermediate (B2)
Hobbies
- Basketball
- Swimming
- Travelling
- Chess
- Reading
- Museums
Timeline
Relationship Associate
CEG Invest
10.2021 - Current
Apprentice
ggm & Partner Treuhand AG
08.2018 - 08.2021
Swiss Federal Diploma in Business Administration -
Business School Zurich
High School Diploma -
Bezirksschule Lenzburg, Advanced Upper-level
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