Joel Young

(BUSINESS OWNER)

•⁠ ⁠Guided International Students through the Application Process: Assisted prospective international students in understanding the application procedure for studying in Romania, including documentation requirements, deadlines, and university selection.
•⁠ ⁠Provided Information on Romanian Universities and Curricula: Presented available university options and detailed information about various academic programs and curricula to help students choose the best fit for their academic and career goals.
•⁠ ⁠Assisted with Visa and Immigration Documentation: Provided guidance on the required documents for student and work visas, ensuring applicants were informed and prepared for the necessary procedures for legal entry into Romania.
•⁠ ⁠Supported Students with Admissions and Enrolment Procedures: Facilitated the application process by providing step-by-step instructions for submitting applications, ensuring all necessary documents (such as transcripts, letters of recommendation, and proof of language proficiency) were in order.

•⁠ ⁠Consulted with Prospective Workers: Offered consulting services to individuals interested in relocating to Romania for work, advising them on job opportunities, work permits, and the necessary steps for securing employment.
•⁠ ⁠Provided Cultural and Practical Information: Offered insights into living in Romania, including accommodation options, cost of living, and cultural norms, helping individuals prepare for life in a new country.
•⁠ ⁠Assisted with Work Visa and Permit Applications: Guided individuals through the necessary documentation and application process for obtaining a work visa and residence permit in Romania, ensuring they met all legal requirements for employment.
•⁠ ⁠Offered Tailored Advice: Provided personalised consulting services to ensure students and workers were well-prepared for their academic or professional journey, offering advice on adapting to Romanian life, integrating into the local community, and ensuring their overall success.
•⁠ ⁠Maintained Communication with Government Agencies and Universities: Stayed updated on the latest changes in visa regulations, university admission requirements, and labor market trends to ensure clients received accurate and current information.

•⁠ ⁠Followed Up and Provided Post-Arrival Support: Assisted clients after their arrival in Romania with additional services, such as housing support, academic orientation, or professional networking, ensuring their smooth transition.

• Developed new strategies with a focus on customer retention.
• Led team meetings for efficient communication and project updates.
• Addressed account inquiries and provided updated data from CRM software.
• Assured timely delivery of products and services to meet customer expectations.
• Devised marketing plans, resulting in increased brand awareness.
• Conducted market research to stay abreast of industry trends.
• Analysed sales data for identifying opportunities for growth.
• Resolved client issues promptly, ensuring high levels of satisfaction.
• Negotiated contracts to secure profitable deals.
• Oversaw account portfolio to deliver top-quality account services.
• Trained and mentored new account representatives to deliver outstanding service.

• Conducted sales calls to both new and existing clients to drive business growth and expand customer base.
• Educated clients on new benefits, products, and services within the financial market to enhance their understanding and engagement.
• Fostered and maintained positive, long-term relationships with clients to ensure satisfaction and loyalty.
• Provided clients with comprehensive fundamental and technical market analysis to aid in informed decision-making.
• Delivered detailed market reviews, highlighting key financial news and events to keep clients updated on market trends.
• Monitored and managed client portfolios, ensuring the execution of profitable trades and investment strategies.
• Proactively tracked expiring contracts and initiated contact with clients to discuss renewal options.
• Developed and implemented customer retention strategies, ensuring ongoing engagement and satisfaction.
• Collected and analysed client feedback to refine retention techniques and improve overall service offerings.
• Presented upcoming major financial market events to VIP clients, providing insights and tailored advice.
• Led negotiations with clients to reach mutually beneficial agreements, balancing business objectives with customer needs.
• Mentored and trained junior account managers, sharing knowledge and best practices to support team growth and development.

•⁠ ⁠Conducted outbound calls to prospective clients, inviting them to attend company webinars and engage with our services.
•⁠ ⁠Provided detailed information to clients regarding the company's products and services, ensuring they were well-informed about available investment opportunities.
•⁠ ⁠Negotiated with clients to determine appropriate investment funds and strategies tailored to their financial goals.
•⁠ ⁠Assisted clients with the initial funding process for their investments, ensuring a smooth and efficient transaction.
•⁠ ⁠Cultivated and maintained strong client relationships, addressing inquiries and providing tailored solutions to their investment concerns.
•⁠ ⁠Compiled and submitted daily call reports to the Team Leader, ensuring accurate tracking of client interactions and outcomes.

• Market analysis (Developing marketing strategies)
• Platform presentation to potential clients
• Teaching the potential clients with the notion of investments and available assets on the market
• Shadowing the more experienced agents when closing the deals with the VIP prospects