Ira Berkowitz
Island Park,NY
Summary
Motivated and results-driven customer relationship manager with 10 years of experience in the pharmaceutical industry. Dedicated with a history of meeting company sales goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
26
26
years of professional experience
Work History
Customer Relationship Manager
QK Healthcare, Inc
12.2013 - Current
- Proven ability to build & maintain strong relationships with customers
- Consistently produced sales results in the top 10% with a total dollar volume of $223,877,374
- Systematically onboarded customers resulting in 300 new accounts being actively managed
- Transitioned customers to order online, freeing up time to drive future business revenue
- Liaised between internal support departments, including credit, warehouse operations, legal, AR ensuring smooth & accurate deliveries & uninterrupted customer service
- Ensured compliance of licensing & audit controls in a highly regulated industry
Financial Advisor
Joseph Gunnar & Co. LLC
08.1997 - 03.2012
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
BBA - Finance
Baruch College of The City University of New York
New York, NY01.1986
Skills
- Sales Proficiency
- Efficient Service
- Attention to Detail
- Call Control
- Business Development
- Customer and Client Relations
- AS 400 Expertise
- Client Rapport-Building
Timeline
Customer Relationship Manager
QK Healthcare, Inc
12.2013 - Current
Financial Advisor
Joseph Gunnar & Co. LLC
08.1997 - 03.2012
BBA - Finance
Baruch College of The City University of New York
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