Account Manager- Priority Banking
Emirates NBD
Total des années d'expérience :16 years, 3 Mois
Designated as Account Manager: Priority Banking
Managing a portfolio of over 250 HNI and SME clients
AUM of over USD 100 million
Generating revenue across product lines (Assets, Liabilities & Investments)
Advising clients on their Investment Portfolios which includes Bonds, Mutual Funds, Structured products and Bancassurance
Acquiring new and profitable relationships for the bank
Compliance and AML requirements constantly monitored to ensure strict adherence to Guidelines
Cleared Level 1 CISI Certification Wealth Management with Merit
Acquisition of HNI clients for the entire spectrum of Products and Services offered by MOSL
Products include MF, PE, PMS, Insurance and Equity Broking
Servicing existing PMS clients with regard to performance and operations.
Gathering Market Intelligence with regard to products being offered by competitors.
Focusing on increasing client base and reach and optimizing the revenues from existing clients.
Deciding on Asset Allocation based on Risk Profile of the client.
Achieving set targets and escalating revenue through advisory and Client Relationship Management.
Sound knowledge of most products offered by MOSt & Financial Markets with respect to Sales.
An enterprising personality with excellent planning, analytical & interpersonal skills and an excellent advisory & sales acumen.
Also posses the need to learn new things all the time and improve my skills in my field of expertise.
Part of the team who designed the Advisory Process for ISO Certification