Robert 'Boris' Tager
Brooklyn,NY
Summary
Proven leader in relationship management and strategic selling, Excelling in client engagement and team leadership. At Fundwell Group, enhanced client satisfaction and team performance, achieving over 90% sales targets consistently. Skilled in analytical problem solving and excellent communication, driving results and fostering long-term partnerships.
Overview
31
31
years of professional experience
Work History
Relationship Manager
Fundwell Group
03.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Head Of ISO Relations
Cobalt Funding Solutions
01.2022 - 03.2024
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours across night, weekend, and holiday shifts.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Developed and maintained courteous and effective working relationships.
Head Of Private Client Services
New York Tribeca Group
01.2018 - 02.2022
- Strengthened communication skills through regular interactions with others.
- Organized and detail-oriented with a strong work ethic.
- Passionate about learning and committed to continual improvement.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked well in a team setting, providing support and guidance.
- Excellent communication skills, both verbal and written.
Sales Floor Manager
Premiere Funding
01.2015 - 12.2017
- Provided constructive feedback to senior management regarding areas of improvement leading to enhanced overall store performance.
- Promoted a positive work environment fostering teamwork, mutual respect, and open communication among employees.
- Trained and supported sales force with closing deals.
- Motivated sales team to exceed sales quotas through friendly competition and other incentive programs.
- Taught salespeople to close deals and improve sales performance to increase revenue for company.
- Recruited, hired and trained team of 26 salespeople.
- Cultivated a culture of continuous learning and development within the team resulting in consistent improvement in individual and team performance.
- Facilitated ongoing training programs to enhance staff knowledge of products, promotions, and selling techniques.
Manager
Dessert Palace
02.2012 - 12.2015
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
Sales Floor Manager
The Tax Club
12.2006 - 05.2009
- Assisted customers with book keeping(and other tax needs) through carefully curated questions.
- Exceeded sales targets consistently with a proactive approach to product promotion and client engagement.
- Cultivated a culture of continuous learning and development within the team resulting in consistent improvement in individual and team performance.
- Increased sales revenue by implementing effective floor management strategies and motivating team members.
- Established strong customer relationships by providing exceptional service and addressing concerns promptly.
- Facilitated ongoing training programs to enhance staff knowledge of products, promotions, and selling techniques.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Sales
Continental Securities
02.2001 - 11.2006
- Collaborated with sales executives to determine sales areas that could be improved.
- Grew sales utilizing business-to-business sales tactics.
- Worked with individuals on their financial needs with Private Placements and Equities.
- Overproduced 90% of the sales force year in and year out.
- Was instrumental in overseeing the production of 15 people on the floor
Stock Broker
Russo Securities
03.1994 - 10.2001
- Managed client portfolios, deciding about when to buy or trade financial securities
- Worked closely with clients to understand their financial goals and risks
- Consulted clients on the buying and selling price of different stocks
- Stayed updated on the latest regulations regarding stocks, taxes and financial news
- Used market knowledge to maximize client returns
- Assisted in the development of marketing materials, attracting new clients and expanding business opportunities.
- Developed custom financial plans tailored to individual client needs, risk tolerance, and objectives.
Stock Broker Sales Associate
Westwood Financial
04.1993 - 12.1994
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Learned Cold Calling and the proper way of speaking to clients over the phone.
- Took client calls of the senior brokers on the floor
- Learned how to qualify investors through questions about their financial habits
- Instrumental in bringing in clients on the phone for IPO's and Private placements
Education
Associate of Arts - Studio Engineering And Music Studies
Five Towns College
305 N. Service Road, Dix HillsSkills
Relationship Building and management
Client Relationships
Excellent Communication
Client Engagement
Team Leadership
Sales proficiency
Product Knowledge
Account Management
Analytical Problem Solving
Banking
Loans
Strategic selling
Languages
Russian
Full Professional
Timeline
Relationship Manager
Fundwell Group
03.2024 - Current
Head Of ISO Relations
Cobalt Funding Solutions
01.2022 - 03.2024
Head Of Private Client Services
New York Tribeca Group
01.2018 - 02.2022
Sales Floor Manager
Premiere Funding
01.2015 - 12.2017
Manager
Dessert Palace
02.2012 - 12.2015
Sales Floor Manager
The Tax Club
12.2006 - 05.2009
Sales
Continental Securities
02.2001 - 11.2006
Stock Broker
Russo Securities
03.1994 - 10.2001
Stock Broker Sales Associate
Westwood Financial
04.1993 - 12.1994
Associate of Arts - Studio Engineering And Music Studies
Five Towns College
Similar Profiles
Drew DicksonDrew Dickson
Project Manager at Flournoy Construction Group, A Kajima USA GroupProject Manager at Flournoy Construction Group, A Kajima USA Group
ALEXANDER JONESALEXANDER JONES
Marketing Manager at Executive Table Group / Executive Hotel GroupMarketing Manager at Executive Table Group / Executive Hotel Group
Emmanuel G. FreemanEmmanuel G. Freeman
Project Manager at Group Fitness Challenge, 325th Medical GroupProject Manager at Group Fitness Challenge, 325th Medical Group
Nick CahillNick Cahill
Enterprise Account Executive at AccessiBeEnterprise Account Executive at AccessiBe
Timothy YaoTimothy Yao
Computer Server Maintenance Technician Intern at Stony Brook UniversityComputer Server Maintenance Technician Intern at Stony Brook University