Relation manager
Aljazira Capital
Total des années d'expérience :7 years, 3 Mois
Relation manager in investment centres network in brokerage group reporting to the regional director.
o Main responsibilities and duties are: Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information. Improving the overall customer relationship, delivering reliable administrative support and customer service. Compliance with legal requirements, industry regulations, organizational policies and professional codes. Maintaining a strong working knowledge of client portfolios / products with the company. Manage all clients’ issues through CRM system (Globus).
Working directly with Senior relation manager which manage largest portfolio of
trading client at the company with my main responsibilities are:
Manage all clients requests which related with operations and compliance.
Receiving direct client calls average between 50-70 call per day.
Supervising all new clients registration process with operation department
including KYC form, identification letter and all other procedures also with
compliance.
Manage all clients’ issues through CRM system (sales force).
Produce daily, weekly and motherly reports through CRM system
Coordinate with Margin department regarding clients facilities and
commission discounts.
Reporting to head of operation regarding urgent issues.
Coordinate with operation and It departments regarding online clients.
Coaching for CRM system to new joined relation manager.
Participating in marketing campaign and been in direct contact with potential
clients.
Follow up with clients regarding their transfers to their portfolio and
confirmed that they are not facing any problems.
(1) 1-January 2012 - Present
Organization: Work at Derayah Financial Company
Job Title: Customer Service
Main Responsibilities
• Opening new accounts for customers.
• Detailed presentation of the company's products.
• Providing substantive and technical assistance to investment accounts.
• All support services and trading.
• Help Supervisor on traning for new employs
Associate consultant
Study new fund request.
Contact and discuss clients projects.
Report
1
Skills
• Motivated, ambitious, able to work under pressure, and enjoys dealing with people
• Ability for managing the work.
• Ability for using all kind of computer program.
• Ability for dealing with people. I accept the criticism.
• Looking for all kind of good skills for doing the work in professional way.
• Looking for improve my skill in the office management
Department of counseling
Bachelor of Islamic Studies - Princess Norah University 2007
