Calvin Samuel

as Program Account Officer (March 2015 - April 2016)

• Attend lectures, watch guest speakers, create projects, create oral presentations, and take tests.
• Achieve a passing score in all areas of the training program in order to continue the program.
• Assist delegated tasks from managers while enrolled in the training program that prepare trainees to eventually become employees.
• Work in different departments to gain perspective, including marketing, sales, customer services, risk management, and other related departments.
• Work with managers to direct operations.

as Account Officer (April 2016 - June 2021)

• Maintain existing accounts and establish new accounts by planning and organizing daily work schedule to call on existing or potential clients.
• Ensure marketing activities are in compliance with state and federal regulations. Review a business's financial reports and other documents to ensure they are accurate.
• Analyze the financial weaknesses and strengths of a business and provide management with recommendations to manage business situations.
• Ensure that all transactions are covered by adequate sanctions and do not have any deviations.
• Promote proactive and effective communication among work mates and clients. Ensure timely payment of loans, grants and bills.
• Organize workshops and training programs to aware the staff of various new products of the bank.

as Business Relationship Manager (June 2021 - Present)

• Manage a portfolio of high-net-worth corporate clients, providing tailored financial solutions.
• Develop and implement strategic business plans to expand market share and revenue growth.
• Conduct in-depth credit risk analysis and ensure compliance with regulatory requirements.
• Collaborate with internal teams, including risk, legal, and product development, to deliver exceptional banking services
• Structured and executed capital market transactions, including debt and equity financing.
• Provided advisory services to corporate clients on mergers, acquisitions, and investment strategies.
• Conducted financial due diligence and prepared investment memorandums for institutional investors.
• Assisted in negotiating and finalizing multi-million-dollar deals with key stakeholders.
• Assessed creditworthiness of corporate clients and provided risk mitigation recommendations.
• Conducted financial modeling and stress testing to evaluate market and liquidity risks.
• Ensured compliance with Basel III regulations and internal risk management policies.
• Worked closely with senior management to enhance risk control frameworks.

1. Market Research and Analysis

• Conduct thorough research to understand market trends, consumer behavior, and competitors.

• Analyze data to identify target audiences and customer needs.
• Evaluate the effectiveness of past marketing campaigns to optimize future strategies.

2. Developing Marketing Strategies

• Create and implement strategic marketing plans to increase brand awareness and product sales.

• Define positioning, pricing, and promotional tactics based on market insights.
• Align marketing efforts with business objectives to maximize ROI.

3. Sales Support and Lead Generation

• Work closely with the sales team to generate and nurture leads.
• Develop promotional materials, presentations, and product catalogs to assist in sales efforts.
• Implement CRM (Customer Relationship Management) strategies to enhance customer engagement.

4. Public Relations and Customer Engagement

• Maintain positive relationships with media, influencers, and key stakeholders.

• Organize promotional events, product launches, and trade shows.
• Gather and respond to customer feedback to improve products and services.

5. Performance Tracking and Reporting

• Monitor and evaluate marketing campaign effectiveness using KPIs and analytics.

• Prepare reports on marketing performance and suggest areas for improvement.

• Adjust strategies based on data insights and market dynamics.