Senior Relationship Officer
Noor bank
Total des années d'expérience :16 years, 8 Mois
Planning for financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions, work closely with clients to offer personalized financial advice. And bank facilities.
• Contacting potential or existing customers to inform them about a multiproduct and bank facilities such (credit card - personal loan - insurance).
• Answering questions about products or the bank.
• Asking questions to understand customer requirements and close sales.
• Cross sell based on customer needs
• Study the market requirements and the action plan for the dates and places of events and exhibitions to meet market needs
• Determine the steps to implement the plan in place and the division of business in the areas of marketing events and exhibitions and implementation
• Choosing the right team to implement those steps and follow-up course of business
• Assess ongoing work and identify weaknesses and work to avoid them
• Reports and statements to the Board of Directors and clarify workflow processing figures and graphs
• Planning and organizing roles
• Selection of staff and the distribution of tasks
• Follow-up implementation and performance
• Setting standards for the quality of service and make sure implementation
• Reports and statements to the Board of Directors and clarify workflow processing figures and graphs
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies
attract new customers or members
sell services such as checking accounts, savings accounts, credit cards, insurance, estate planning and loans