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ali safawi, Relationship Officer Consumer banking

ali safawi

Relationship Officer Consumer banking·Gulf Bank

Kuwait

Bachelor's degree, IT And Spatial Management

Work experience

Total years of experience: 12 years, 6 months

Relationship Officer Consumer banking

June 2016 - Present

Gulf Bank

Al Kuwait, Kuwait

June 2016 - Present

Sell consumer banking products to existing and new branch customers - e.g. deposits, credit cards, loans, opening new A\C.
•Find new business opportunities by acquiring database through commercial and industrial chambers and business associations to achieve business targets.
•Dealing with new companies to transfer payroll for their employees through us.
•Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
•Maintaining and developing relationships with existing customers to enhance the cross sell opportunities.
•Responsible for the system inputs (open accounts, credit cards, loans) and follow ups for approval.
•Prepare daily sales and operational reports.
•Assisting the team leader in allocating targets and acting as a team leader during his absence.
•Work fully within risk policies and procedures and all compliance regulations.
•Qualify customers for suitability and handle issues raised by clients as part of the sales process.
•Maintain and meet the service quality standard that has been set.
•Coordinate with departments/units to resolve any customer problems and queries.

Company industry:
Banking
Job role:
Management

Assistant Team Leader - Consumer Banking

January 2016 - Present

Gulf Bank

Al Asimah, Kuwait Hybrid

January 2016 - Present

+ Sell consumer banking products to existing and new branch customers — e.g. deposits, credit cards, loans, opening new A\C.
+ Find new business opportunities by acquiring database through commercial and industrial chambers and business associations 10 achieve
business targes.
Dealing with new companies to transfer payroll for their employees through us.
Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
Maintaining and developing relationships with existing customers to enhance the cross sell opportuniies.
Responsible for the system inputs (open accounts, credit cards, loans) and follow ups for approval.
Prepare daly sales and operational reports.
Assisting the team leader in allocating targets and acting as a team leader during his absence.
Work full within risk policies and procedures and all compliance regulations.
Quality customers for suitabity and handle issues raised by clients as part of the sales process.
Maintain and mest the service qualty standard that has been set.
+ Coordinate with departments/unis to resolve any customer problems and queries.

Company industry:
Banking

Insurance Telesales Agent & Customer Service

January 2015 - January 2017

Gulf Insurance Co. (GIG)

Al Asimah, Kuwait

January 2015 - January 2017

Customize insurance programs to suit individual customers, often covering variety of risks.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Calculate premiums and establish payment method.
Interview prospective clients 10 obtain data about thei financial and needs, the physical condiion of the person or property 10 be insured,
and to discuss any existing coverage.
Sell and provide various types of insurance policies to business and individuals on behalf of insurance companies, including automobile, fire,
and Ife, and property, medical and dental insurance of specialized policies such as marine and medical malpractice.
Seek out new clients and develop Clientele by networking to find new customers and generate lst of prospective clients.
Perform administrative tasks, such as maintaining records and handing policy renewals.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Call on policyholders to deliver and explain policy, to analyse insurance program and suggest additions or changes, of 10 change
beneficiaries.

Company industry:
Insurance & TPA

Insurance Sales Agent

February 2015 - June 2015

Gulf Insurance Group

Al Kuwait, Kuwait

February 2015 - June 2015

Customize insurance programs to suit individual customers, often covering variety of risks.
•Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
•Calculate premiums and establish payment method.
•Interview prospective clients to obtain data about their financial and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
•Sell various types of insurance policies to business and individuals on behalf of insurance companies, including automobile, fire, and life, and property, medical and dental insurance or specialized policies such as marine and medical malpractice.
•Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
•Perform administrative tasks, such as maintaining records and handling policy renewals.
•Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
•Call on policyholders to deliver and explain policy, to analyse insurance program and suggest additions or changes, or to change beneficiaries.

Company industry:
Insurance & TPA
Job role:
Customer Service and Call Center

Customer service

January 2014 - January 2015

Qoredoo.

Al Asimah, Kuwait

January 2014 - January 2015

Customers subscribe bouquets services (pre-paid

Company industry:
Accounting

Customer service

April 2014 - October 2014

Hamad Al Wazzan Group – Swiftel (Ooredoo)

Al Kuwait, Kuwait

April 2014 - October 2014

Customers subscribe bouquets services (pre-paid - post-paid).

Company industry:
Business Process Outsourcing (BPO)
Job role:
Customer Service and Call Center

Education

Universi

January 2019

January 2019

Bachelor's degree, IT And Spatial Management

Kuwait

Arab Open University

June 2018

June 2018

Bachelor's degree, Technology & computing

Kuwait

GPA (point): 2.8 out of 4

GPA (point): 2.8 out of 4

• Major: (Technology & computing (IT)). • Grade: ‘’Good’’, GPA (2.8/4).

Skills

Service Learning

Expert

Service Operations

Expert

Accounting

Expert

Sales

Expert

Customer Service

Expert

BANKING

Expert

C

Expert

CREDIT

Expert

CUSTOMER RELATIONS

Expert

DATABASE ADMINISTRATION

Expert

LEADERSHIP

Expert

PAYROLL PROCESSING

Expert

POLICY ANALYSIS

Expert

QUALITY

Expert

SALES

Expert

Service Learning

Expert

Service Operations

Expert

Accounting

Expert

Sales

Expert

Customer Service

Expert

ADMINISTRATIVE FUNCTIONS

Intermediate

CUSTOMER SERVICE

Intermediate

INTERPERSONAL COMMUNICATIONS

Intermediate

LEADERSHIP

Intermediate

MANAGEMENT

Intermediate

MICROSOFT OFFICE

Intermediate

PROCESS IMPROVEMENT

Intermediate

QUALITY MANAGEMENT

Intermediate

RETAIL BANKING

Intermediate

SALES

Intermediate

Languages

Arabic

Expert

English

Expert

Training and Certifications

Certifications
e-Learning Course: Anti-Money Laundering & Combating the Financing of Terrorism
Course
"The Customer Relationship Management' Program
Sxcellence
Anti money Laundry
May 2017 - May 2037
Soft Skills Training
May 2015 - Jan 2036
Advanced Customer Service Skills
Sep 2017 - Jan 2037
Customer Relationship Management
Nov 2017 - Jan 2038