Retail Banking Officer
EmiratesNBD
مجموع سنوات الخبرة :13 years, 5 أشهر
Key Result Areas:
•Prime interface between the clients and the organization.
•Enhanced acquisition of new business leads by networking and following up with existing clients to obtain referrals.
•Cross-selling bank products to the customers based on the analysis of financial requirements.
•Utilized need based selling approach as well as converted leads successfully into bank clientele.
•Increase market share of asset and liability products to achieve monthly assigned targets across all products.
•Worked with Wealth Management Advisors to achieve the goals of the unit; Ensured Advisors are utilizing internal resources, including the Estate Planning, Portfolio Management, Insurance Planning teams.
•Responsible for coordinating projects related to advisory services in Wealth & Mortgage Highlights:
•GEM Award - Q4 2021 and 2021 over all for Top RBE payroll Dubai& Sharjah
•GEM Award for Top RBE Payroll Dubai & Sharjah for Q1, Q2 & Q3 2022.
Selling various products of DAMAC to potential clients.
▪Products ranging from Villas, Apartments, Plots to retail and office units.
▪Experience in handling HNI Clients & Investors.
▪Attending Events, Road shows, Promotional activities conducts by the company.
▪Taking the clients for Viewing the properties and helping them to find properties as per their requirements.
▪Generate Leads and Prospecting the clients.
▪Maintaining Customer relationship and Servicing.
Worked as Senior Relationship Officer-Direct sales.
▪Core products-Personal loans and Credit cards.
▪Experience in handling HNI Clients.
▪Generating and processing applications for SME Loans, Mortgage Loans, Auto loans and follow up until the process completed and provide after sales service.
▪Identifying & getting new companies Empaneled with the bank to generate business.
▪Leading team in absence of line manager & reporting.
▪Customer relationship and Servicing.