Sales Team Leader
Triple A
Total years of experience :12 years, 3 Months
• -Manage and drive portfolio profitability and growth.
• -Identify and create coordinated business development opportunities.
• -Identify and drive opportunities to improve and expand product and service offerings.
• -Actively manage and report on the achievement of sales targets
• -Lead the measurement, assessment and reporting on the performance of teams against targets and industry norms.
• -Deliver the required customer experience to maximize their potential and the profitability.
• -Translate strategy into relevant service standards and processes, setting, communicating and measuring the corresponding operational measures and targets.
• -Collate, monitor and resolve customer/broker queries and complaints when necessary.
• -Keep abreast of market conditions and trends.
• Doing Market Researches to introduce best Investment opportunities to my Clients
• Study the United Arab Emirates Market and the GCC for an upcoming investment opportunity specially in Bonds, Mutual Funds, Structured Notes and other investment pools
• Support junior account managers in achieving their targets
• Conduct weekly meetings with my team to make sure that we all on the right way to achieve our Goal
• Analyze my portfolio and the penetration rate of the bank products through the portfolio
• Create new business opportunities through my existing portfolio, referrals and cold calls
• Achieve my monthly targets
• Build a trustworthy Relationship between my clients and myself to maintain long and successful business plan
• Provide consultation and recommendations to new and existing customers on the purchase or sale of securities, financial services and investment plans based on specific customer profiles
• Assist in upgrading and converting existing target branch customers for Personal Banking, Priority Banking
• Build an information database on existing Personal Banking Customers to support relationship building and cross-selling efforts
• Achieve Monthly targets
• Conduct meetings with existing and potential clients
• Make Daily Calls
• Monitor In & Out cash flow of my portfolio
• Assist Relationship managers in their operation work
• update clients KYC
• Update customer’s files
• Cross sell bank products
• Monitor the money laundry report
• Conduct cold calls and sales meetings with existing and potential clients
• Practice service excellence in handling customer issues, complaints, product inquiries in a timely, problem-free and responsive manner
• Ensure to explain and communicate service/product features and risks to customers clearly, accurately and comprehensively