Sales Management

Aleksandr A. Novokreshchenov.

** **** **** ******, *******, NJ 07002; Phone: 201-***-****; E-mail: *********.*.***************@*****.***

Summary

Financial professional with 18 years of experience in the financial services and banking industries experience includes thorough knowledge of securities, financial, insurance and banking products and services, sales and service practices according to industry standards and regulations. Strong ability to work in a fast changing environment, conduct timely market analysis, companies balance sheets and income statements and meet corporate and private customers needs according to their goals, capable to work as part of a team and independently.

Skills & Expertise

Highly effective communicator with ability to influence. Excellent consulting and presentation skills including ability to listen, probe, and clarify inquiries, as well as gather and present data to advance transactions.

Very good networking and relationship building skill as demonstrated by expertise and success in business development, sales processes and a thorough knowledge of various business organizations.

Investment sales process supervision and compliance monitoring, portfolio management and trading skills (equities, options, bonds, mutual funds etc) Knowledge of direct access trading platforms. FINRA licenses series 7, 24, 55, 63.

Strong organization and analytical skills and ability to rapidly assimilate complex information. Eager to develop competencies and acquire new skills.

Experience

JP Morgan Chase Bank New York, NY. Personal Banker. 2006-10

Acquired 30-40 new relationships per months, retained and deepened business, personal and high net worth customer relationships through meetings face to face, on site, over the phone, to discover their financial needs, recommend solutions

Maximized the depth and profitability of the customers’ relationship by partnering with wide range of bank specialists, contributing to the success of the firm and creating an outstanding customer experience. Received numerous awards and bonuses for sales performance in areas of loans, investments, business banking products and services.

Uncovered comprehensive understanding of client goals and risk tolerance with the ability to actively promote investment ideas yearly with yearly sales of $3-5 million and provide credit solutions that are in line with client’s needs, with yearly loan sales of $6-8 million.

Hold Brothers LLC, Jersey City, NJ. Trader. 2003-06

Conducted trading, using buying power of $250 thousand generated revenue of $260 thousand within 12 months, using Grey Box trading system, and line of other trading solutions as they relate to equities, fixed income, futures, options, FX and commodity markets, as well as financial media services.

Performed real time analysis of the market and specific security data (technical and fundamental) against a backdrop of sector rotation, overall short term market direction, and economic/monetary fluctuations.

BNK Capital Group LLC, New York, NY. Independent Financial Consultant. 1999-03

Securities provided through: Wall Street financial Inc., 1st Discount Brokerage Inc. Jersey City, NJ, Leeb Brokerage Services, New York, NY, Joseph Gunnar and Co. New York, NY.

Started company with $30 million under management, from ground up, negotiated vendor contracts for equipment and services. Built team of registered representatives, conducted coaching, customers profile review, supervision of daily activities.

Continually monitored the requirements of and compliance with applicable rules and regulations, ensured that activities satisfy legal, regulatory and keep pace with the evolving regulatory environment.

Organized marketing campaigns via phone, customer investment seminars, internet advertisement and through participation and company sponsorship of international business and political forums.

Belagroprombank, Belarus. Senior Economist. 1992-98

Supervised daily operations of the credit department, group of currency exchange operations, group of international settlements and department of cash logistics. Acted as a member of credit decision committee.

Developed and implemented regional bank’s investment strategies on the government short term bond markets. Initiated repurchasing inter-bank G-bond deals, prepared reports to all levels of management.

Conducted an educational campaign on current financial government regulations among the regional tax collector officers, CEO’s and CF O’s of the region through a series of seminars and on-site presentation.

Education

St. Petersburg's University of Economics and Finance St. Petersburg, Russia MA, Major: Economics. 1996

Bi-lingual Russian/English.

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