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Adel Dosmagambetova

Adel Dosmagambetova


Compagnie Financière Metis

Lausanne Area, Switzerland, ch

Relationship Manager – Compagnie Financière Metis





Compagnie Financière Metis


To manage and enhance the existing commercial portfolio and solicit acceptable new relationships in order to meet the pre-set financial non-financial objectives.

Establish new relationships, preparing the required analysis as per the Metis policies and procedures to enhance the company market share.

Spread and analyse financial statements, preparation of the accounts, documentation & post-sanction monitoring through periodic account review/renewal.

Manage the existing portfolio to ensure establishment of appropriate account plans, recommend the facilities in line with company policy to maximize earnings while containing risks to an acceptable levels.

Develop and maintain strong working relations with all existing clients at key levels to optimize the utilization of approved facilities.

Implement and maintain complete control aspects i.e. financial analysis of statements of accounts, documentation, periodical client visits call reports.

Elena Zatsepina

Analytics plays an increasingly important role in B2B sales--and high-performing sales organizations take it to a new level to differentiate themselves from the also-rans.

Unlocking the power of data in sales?cid=analytics alt mip mck oth 1612