ppThe New Accounts Analyst plays a key role in facilitating the onboarding process for new agents of our company. Acting as a bridge between Sales, Compliance, and Credit departments, this position ensures that all submitted documentation is processed efficiently and meets fit and proper standards. The role supports Sales teams in reaching their monthly targets while maintaining strict adherence to internal policies as well as local and central regulations. Additionally, the analyst will provide training, regulatory updates, and participate in projects and ad-hoc tasks across European teams. /ph3ROLES RESPONSIBILITIES /h3ulliReview of documentation provided by the sales teams on AOB platform, in accordance with the Due Diligence procedure and be sure that all the information is correct to send every application to the regulator. /liliLiaise with the sales team by providing the necessary support to achieve the highest number of registrations in quick, systematic and accurate procedure that implies local and central reviewing departments ( Compliance, New Accounts, Credit). /liliApplying filters for potential clients (Agents): /liliCredit analysis: filter to verify that the potential customer is debt free.



/liliInternal verification on our databases to avoid on boarding previous debtor agents, or that had other type of issues. /liliTrainings with sales representatives. /liliSet up and configuration of agents when process is finished. /liliCoordinate closings of month with local sales managers, taking into consideration that we provide help until the end of the month. /liliServe as back up for local new accounts department in case of vacation, sickness or when the situation requires our help. /liliCreation of guides and manuals that will be used by local teams when new members of sales or new accounts are on-boarded. /liliReporting all levels (local and management) to share the status of the recruitment and performance of local teams. /liliEngage in projects, initiatives, and ad-hoc tasks to improve departmental processes. /li /ulh3Use of tools: /h3ulliAOB database through which the documentation is submitted to start the registration process. /liliGoogle Earth to check the distance between the agents and the prospect. /liliExcel, Adobe PDF Creator, Power Point, Others. /li /ul /p #J-18808-Ljbffr

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