Senior Relationship Manager
Lloyds TSB
مجموع سنوات الخبرة :1 years, 7 أشهر
Responsible for a portfolio of a customer set of over 700 ‘Premier’ level customers (mainly International expatriates).
Cross selling all of the banks products inc. accounts /credit cards / loans / mortgages / in order to meet specified quarterly targets, consistently in the top 3 in terms of performance for the above
Introducing customers to the banks Wealth Planners to assist in the sale of protection & investment products
Providing first class service to my customer portfolio
Brought in AED38m of new funds in Q2 2011
Achieved the protection & investment referral target in month 1 of quarter 2 2011
A levels held in Economics / History & Government / Political Studies