Sales & Service Support Officer -(Alt. Branch Money Laundering & Compliance Off)
HSBC BANK
Total des années d'expérience :19 years, 3 Mois
Joined HSBC bank in June 2007 as Sales Officer in Direct Sales Team. In Nov 2008 Promoted as Relationship Officer based at main Branch. Currently working as Sales & Service Support officer and also nominated as alternate Branch Money Laundering & Compliance Officer.
(a) Sales & Service Support Officer - (Also nominated as alternate Branch Money Laundering & Compliance Officer)
April 2011 Till Date - Dubai Branch
Current Job Profile:
• Branch Operations and Administrations : Surprise Balancing, Leave Card management for 159 staff, Daily attendance monitoring for the branch, Coordinating with Vendors & Suppliers and Invoice handling for all the purchase done for the branch
• Branch Sales Administration : Generatining Sales MI for the branch on a daily, weekly & monthly basis, Checking the discrepancies raised, Monitoring lead distribution and making sure that maximum leads are converted into sales, Training the staff for Policy & Process
• Compliance and Anti Money Laundering : Responding to the queries raised by Compliance team without breach, Training the branch staff on Anti Money Laundering and KYC on a regular basis, Keeping check on new accounts being opened.
• Customer complaint management : Monitoring all the complaints raised from the branch to be closed without breaching and making sure that follow up is done with the customer
• Customer Relationship Management : Responding to customers querries received in branch generic mail box and Taking necessary action as required to resolve the issue. Making sure that customer is updated in timely manner.
Achievements :
• Controlled the discrepancies and brought under the allowed criteria of below 5%
• Reduced the response time for compliance querries from 30 day to 7 days
• Significantly dropped the complaints by 50% from the walk in customers by servicing the customers in very efficient manner in the branch
(b) Relationship Officer - HSBC
Nov. 2008 till March 2011 - Dubai Branch
• Increased the Advance customer’s portfolio by more than 200%.
• Generated new business for the bank for Status / Advance accounts, Additional accounts, credit cards, Loans, Time Deposits, Insurance along with the cross sell to the existing customer’s.
(c) Sales Officer - HSBC
June 2007 till Oct 2008 - Direct Sales Team
• Delivered the business for the bank for new Accounts, Credit cards, Loans, Time Deposits, Insurance, Premier accounts referral and also doing cross selling to existing customers for these products
• Exceeded the target for more than 150%.
• Established new contacts and expanded the company network to generate the business.
Achievements in HSBC:
• Got honor of “Coffee with CEO” in July 2012 for my contribution towards a project for launching Secure Key for Personal Internet Banking
• Got “SHUKRAN award from Head of Retail Banking” in 2010 for being customer-driven and for my contribution in OHAO project for online account opening
• Got “Product Champion” award in 2009
• Got Top performer award for the Personal Financial Services Foundation Programme in year 2008.
• Generated and exceeded the budgeted sales target for Credit card and Salary Transfer accounts, new to bank business and did cross selling to existing customers.
• Delivered the budgeted Sales target along with enhancing Sales and Market share for bank’s retail banking products, Payroll and Credit Cards, including cross-selling of other products such as personal Loans to new and existing customer both.
• Significantly improved the corporate client base
MBA (Major - Marketing and Minor - Finance) - Two years Full time Course