Relationship Officer
First Gulf Bank
Total years of experience :17 years, 1 Months
Role:
• Business Development, Revenue generation, Managing relationship with corporate and individual clients
• To provide all financial product under one umbrella to retain and acquisition of customer
• To perform various activities and find new avenues for business development
• To build and maintain relationship with Key Personnel in organization for business development
• To provide hassle free transaction and after sales service
• Acquiring new ultra HNI clients as well as managing emerging market
Products: Personal Loan, Credit Cards, Corporate Payroll Accounts, SME Loan, Mortgage and Wealth Management Products
Achievements:
• Qualified personal loan contest “ Ramadan Booster” in the month of June’15
Role:
• Under Branch Banking and Wealth Management, Individual role for Acquisition, Revenue generation, managing relationship under liabilities, for branch banking direct sales
• Handled portfolio of AED 40 Million of current accounts, savings accounts, fixed deposit and mutual funds of 400 customers
• Handled SME portfolio and provided different SME products to potential companies
• Handling branch banking operations and managing relationship of mapped corporate and individual clients
• Overseen wealth of corporate and HNI clients and their families
• Acquiring new ultra HNI clients as well as managing emerging market
• Administering & retaining AUM of clients
• Monitoring functions pertaining to new acquisition mainly via Referral and Special Marketing Events
Products: Liabilities, Life and General Insurance, SME Products, Trade Finance, Forex, Cards, Trading & Demat Accounts, Mutual Funds, Loans and Wealth Management Products
Achievements:
• Certificate of Appreciation in Life Insurance contest “ Turn the Table” in Nov’14
• Closed Deal of INR 2M premium for Group Mediclaim Insurance in Nov’14
• Certificate of Performance as “ Trade Superstar” in October’14
• Qualified current account (Current Account Cruise) Singapore contest in October’14
• Got certificate for being on 2nd rank from 400 employee pan India for the productivity in Sep’14
• Qualified Lunch with Yes Bank’s President & Zonal Head in Fixed Deposit contest (Club of Champions) in Sep’14. Achieved INR 360M against target of INR 50 M in a month
• Certificate for recognizing for adding C1C (Club INR 10M) customers for saving accounts in Novemer'13
• Won Various Reward and Recognition for different financial products i.e. Life Insurance, CASA, MF etc
Role:
• Under Center Sales, handled portfolio of AED 6 Million of 300 individual customers
• Acquisition & relationship management of Life and General Insurance, Trading & Demat Accounts, Mutual Funds & Loans
• Provided service demos, handled queries & ensured client satisfaction.
• Accountable to the Centre Manager for generating business from existing accounts, direct sales, achieving profitability & revenue growth
Products: Life and General Insurance, Trading & Demat Accounts, Mutual Funds & Loans
Achievements:
• Held position amongst the Top 5 from 182 employees of Delhi Region in the terms of productivity in 2009-10
• Won Various Reward and Recognition for different financial products
• Awarded among 150 employees for Top 10 SRM in Nov’10, Productivity for half yearly closing of 2010-11
• Qualified multiple contests in different wealth management products
Role:
• Acquisition of Current Accounts and Fixed Deposits under direct sales business banking
• Identified prospective clients from various sectors to generate business from the existing, thereby achieving business targets
• Directly accountable to the Area Sales Manager for achieving business goals
Products: Current Accounts and Fixed Deposits
BACHELOR OF ARTS (PSYCHOLOGY/ENGLISH LITERATURE) - 2005 D.C.S.K.P.G. College, Mau Nath Bhanjan, India POST GRADUATE DIPLOMA (COMPUTER APPLICATION) - 2005 National Institute of Computers, U.P., India