Christina Varnava

• The primary role is, the establishment and maintaining of client relationships for the offering of retirement benefits. Also, responsible for improving the occupational pension product offering based on Client satisfaction and market demand.
• Identify, prospect, and engage with potential clients to generate leads for the occupational pension plan.
• Develop and maintain a pipeline of qualified prospects.
• Conduct market research to understand client needs and stay informed on industry trends and competitor activities.
• Build and nurture strong, long-term relationships with clients and key decision-makers within businesses.
• Prepare and deliver presentations and proposals to clients.
• Act as a trusted consultant, guiding clients through the pension planning or transfer process.
• Explain in detail the features and benefits of occupational pension plans, addressing client concerns effectively.
• Meet and/or exceed sales target for pension enrollments.
• Ensure a smooth handover to the operations department once the deal is closed.
• Cross-selling development among group and personal products.

• Primary role is the establishment and maintaining relationships for the offering of Retirement Benefit, with employers and participating employees.
• Identify, prospect, and engage with potential clients to generate leads for an occupational pension plan.
• Develop and maintain a pipeline of qualified prospects.
• Conduct market research to understand client needs and stay informed on industry trends and competitor activities.
• Build and nurture strong, long-term relationships with clients and key decision-makers within businesses.
• Prepare and deliver presentations and proposals to clients.
• Act as a trusted consultant, guiding clients through the pension planning or transfer process.
• Explain in detail the features and benefits of occupational pension plans, addressing client concerns effectively.
• Meet and/or exceed sales target for pension enrollments.
• Ensure a smooth handover to the operations department once the deal is closed.
• Cross-selling development among group and personal products.

• Building and maintaining relationships with new and existing Institutional Clients for the provision of investment services.
• Maintaining extensive knowledge of the Institutional Clients' characteristics and market conditions.
• Performing research and analysis on markets and investments.
• Responsible for the reception, transition, and execution of orders, as well as for the safekeeping and monitoring of portfolios.
• Working closely with other team members to ensure the smooth operation of the department.
• Responsible for the regular reporting submission to management and/or Client in relation to the Institutional Clients' activities.
• Participating in ad-hoc wealth management projects.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Maintained extensive knowledge on banking products and distribution to provide optimal service support.
• Monitor client activities in line with AML, KYC, MIFID processes, guidelines and relevant regulatory framework

• Building professional relationships with existing and prospective high net worth clients.
• Promoting the products and services of the bank and of the Private Banking department.
• Client reception, execution, and transmission of investment orders.
• Monitoring of accounts in line with the AML/Compliance, KYC and MIFID procedures and legal framework.

• Execution of payment orders (inwards, outwards, internal, fx transfers)
• Responsible for closing daily cash position of main branch.

• Responsible for the management of 4 branches (14 employees in total).
• Assessing performance of employees, training, and development.
• Job design, job rotation, problem solving, managing change, and groups.
• Card accounts (credit card accounts - credit risk assessment, debit card accounts).

Responsible for the customer service and daily operations of the clients.