Corporate Relationship Manager
Sharaf Exchange
Total years of experience :14 years, 5 Months
o Maintain Relationship with existing and potential clients to ensure continuity generate new business.
o Penetrate new group of companies to acquire new business within the UAE for high net individuals.
o Acquire new WPS accounts.
o Present and Sell company products and services to current and potential clients.
o Prepare action plans and schedules to identify specific targets and to project the number of contacts to be dealt with.
o Prepare sales contracts.
o Develop and maintain Current Product knowledge.
o Identify and resolve client concerns.
o Prepare paperwork to activate and maintain contract services.
o Prepare a variety of status reports, including activity, closings, follow-up and adherence to goals.
o Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
o Responsible for Handling Large, SME & HNI Accounts - Sharjah & Northern Emirates.
o Responsible for new Customer Acquisition- CFE, WPS & Retail remittances to meet the targets.
o Responsible for Customer Relationship Building Activity by visiting them on a regular basis.
o Ensure optimal profit margins are maintained for transactions.
o Responsible for Branch / Area Marketing Activities.
o Referrals Generation
o Network within communities to find and attract new business and ensure continued business growth.
o Preparing Rates sheet, Processing Forward / Special Deals and Inward Payment as per the company policy and procedures.
o Exercise due diligence in processes related to customer transactions, internal control processes, AML Compliance, and KYC for all customer transactions to ensure risk mitigation.
o Maintain integrity, professionalism and a friendly attitude while handling transactions and during other customer interactions.
o Corresponding with Banks related OFAC / AML queries, amendment and cancellation
o Responsible for CFE / SME Documentation as per the CB UAE.
o Communicate regulations and norms regarding transactions in a professional manner.
o Contribute positively as a team player, and provide suggestions through the internal Staff Suggestion Scheme.
o Manage Cash in Branch by maintaining adequate balances, efficient sourcing and disposal of currencies and depositing cash to bank through G4. Ensure Cash Handling is done as per Company policy, and Cash Balance at assigned 'Till' is accurately tallied and appropriately handled as instructed by the Branch Management.
o Responsible for Cheque Transaction / on account and receivables on time.
o Achieve minimum 'Wait' time and 'Serve' time and aim for reducing the TAT.
o Make sales Call
o Handle customer inquiries both telephonically and by email
o Research required information using available resources
o Manage and resolve customer complaints
o Provide customers with product and service information
o Produce call reports
o Update existing customer information
o Process orders, forms and applications
Description:
•Providing help and advice to customers using your organization’s products or services
•Communicating courteously with customers by telephone, email, letter and face to face
•Investigating and solving customers' problems, which may be complex or long-standing problems
•Handling customer complaints or any major incidents, such as a customer
customer arrivals to maximize relationship building opportunities and directing them to the appropriate distribution channels
•Proactively seek to identify customer needs and effective at cross-selling and referring leads to the appropriate channels for follow-up
•Take full ownership of customers' problems and ensure complete customer satisfaction of problem resolution
•Keeping accurate records of discussions or correspondence with customers
•Being involved in staff recruitment and appraisals
•Training staff to deliver a high standard of customer service
•Leading or supervising a team of customer service staff
•Assist in the analysis of customer trends to enhance sales and service management process
•Writing reports analyzing the customer service that the organization provides
•Analyzing statistics or other data to determine the level of customer service the organization is providing
•Make sure the Claims System is accurate and up-to-date
Bachelor's in Arts
Commerce
Computer Sciences