Relationship Manager
Amlak Finance PJSC
Total des années d'expérience :16 years, 2 Mois
Mortgage (HOME finance solutions, Property Investment portfolio)
● Selling SME accounts to corporate clients & follow up with them for funding of accounts.
● Analyze customer’s need to provide suitable SME financial solution.
● Preparing all documentation as per Bank policy.
● Liaison with operation department for opening of accounts and delivery of financial instruments
to client on time.
● Selling Insurance plans with DAR UL TAKAFUL, AXA, OMAN, SALAMA and METLIFE.
● Interacting with key influencers in target organizations to generate business by way of
presentations and product demonstrations.
● Establishing contact and developing relationships with prospects recommending solutions.
● Prepares reports by collecting, analyzing, and summarizing information.
● Selling Loans (personal individuals and commercial) with in the town as client requirement.
● Maintains quality service by establishing and enforcing organization standards.
● Contributes to team effort by accomplishing related results as needed.
● Targeted to high profile individuals in priority banking (signature services).
● Acting on the behalf of potential borrowers to get the best home loan for their financial situation.
● Maintains relationships with clients by providing support, information, and guidance;
researching and recommending new opportunities; recommending profit and service
improvements.
● Identifies product improvements or new products by remaining current on industry trends,
market activities, and competitors.
● Prepares reports by collecting, analyzing, and summarizing information.
● Maintains quality service by establishing and enforcing organization standards.
● Maintains professional and technical knowledge by attending educational workshops; reviewing
professional publications; establishing personal networks; benchmarking state-of-the-art
practices; participating in professional societies.
● Contributes to team effort by accomplishing related results as needed.
courses: BCA Islamic Accounts ● BPO Certified (call center & Selling skills certification )
NCBA,