David Sweis
CFD's
Dubai,UAE
Summary
Ambitious and performance-driven, with 5 years' progressive growth through client relationship and account management roles. Forex expert leveraging english, romanian and spanish fluency to expand LatAm, Europe and GCC business, bring cultural enlightenment to teams and generate innovative sales strategies for increased market share.
Overview
5
5
years of professional experience
10
10
years of post-secondary education
3
3
Languages
Work History
Sales Director
Experience Team
Bucharest, Romania
06.2021 - 03.2022
- Prepared necessary travel documentation for national and international trips to diverse locations.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Developed process improvements and long-term business strategies through analysis of customer feedback.
- Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
- Developed loyal clientele base due to excellent listening and research skills and keen understanding of travel budgets.
- Increased sales by 11% within two months.
Retention Manager
Key Way Investments LTD
Bucharest, Romania
03.2020 - 06.2021
- Motivated employees through special events and incentive programs.
- Building a team of 7-15 members and offer them tools to best solve customer challenges;
- Supervised staff of 7-15 personnel by implementing company policies, protocols, work rules and disciplinary action.
- Daily trainings on how to follow market news and read charts;
- Setting up individual and collective monthly, weekly and daily targets;
- Maintained financial accuracy when handling over $5 million in revenue per year.
- Listening to live calls or recordings from agents and providing instant feedback; also for purpose of audit;
- Incentivizing performing team members and working on weak points
- Coordinated with senior leadership and handled managerial needs by implementing fresh solutions into business strategies.
- Maintained regulatory compliance with local, state and federal laws.
Account Representative
Key Way Investments LTD
Bucharest, Romania
05.2018 - 03.2020
- Following financial channels everyday: news, updates, forecasts, and informing clients about them via phone and e-mail.
- Educating customers technically on how to use trading platform.
- Processed client payments and updated accounts.
- Contacted customers to assess satisfaction and current needs.
- Trained new employees on customer service, money handling and organizing strategies.
- Built diverse and consistent sales portfolio.
- Greeted customers and offered assistance with selecting merchandise and completing purchases.
- Developed positive relationships with management, customers and peers through exceptional interpersonal skills and demonstrated integrity.
- Built and cultivated long-term quality relationships with over 500 clients by addressing needs and providing superior customer service.
- Awarded as best Account Representative within all company branches, by securing a net revenue of over $5.5 million per year.
Senior Account Manager
Lead Capital Markets
Bucharest, Romania
03.2017 - 05.2018
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Motivated team members to meet and exceed sales targets.
- Teaching them how to use trading platform technically.
- Researching financial news and updates, then forwarding to clients.
- Managed over 500 calls per day.
Education
High School Diploma -
Bilingual High School "Miguel De Cervantes"
Bucharest 09.2011 - 09.2015
M.D. - Dentistry
"Carol Davila" Faculty of Medicine
Bucharest 10.2015 - 10.2021
Skills
CFD expertise
Scripting expertise
Call center experience
Revenue Generation
Cost control and reduction
Compliance requirements
Markets research
Stop-loss policies
Timeline
Sales Director
Experience Team
06.2021 - 03.2022
Retention Manager
Key Way Investments LTD
03.2020 - 06.2021
Account Representative
Key Way Investments LTD
05.2018 - 03.2020
Senior Account Manager
Lead Capital Markets
03.2017 - 05.2018
M.D. - Dentistry
"Carol Davila" Faculty of Medicine
10.2015 - 10.2021
High School Diploma -
Bilingual High School "Miguel De Cervantes"
09.2011 - 09.2015