Relationship Manager
United Arab Bank
مجموع سنوات الخبرة :16 years, 10 أشهر
• Acquire, build, Manage, and Control a professional relationship with all targeted, high profile customers and investors in and out of UAE to Provide them with a need based products by advising investors on Wealth Management products such as Mutual Funds, Structured Notes, Foreign Exchange deposits, leverage/ overdraft, Fixed Income Securities etc, and grow the customer base through proposals and presentations for Citigold, private, corporate, and International Personal Bank ”both onshore and offshore”, Securing business opportunities by cultivating mutually beneficial business relationship with current and potential clients while ensuring proper lead management and tracking mechanism to proactively provide strategic ”business development strategies” inputs(reports) to the Service Supervisors, Corporate Executives, Branch Banking Heads, and Senior Managements through proposals based on what the market and client demands to assure achieving the monthly/quarterly targets.
• Working and cooperating with colleagues and management as a team in achieving all the goals, Along with Managing cordial working environment with cross functional teams within the bank(like the partnership team, and wealth management team, etc.), providing support to other Branches, Financial Centre’s and Direct Sales Unit, Ensuring effective and strong relations and Communication with customers and bank staff, Proficient on all products offered by the bank, rules, regulations, policies, and procedures in all front end dealings with customers and other bank staff, able to solve problems and have effective decision making skills.
• Acting as the first point of contact for walk-in customers and ensuring all customers are verified, and attended to professionally, efficiently on a timely basis and that their queries are efficiently managed as per Citibank standards and compliance procedures by raising and manage ECCMS (Enhanced Customer Care Management System) queries on a timely manner.
• Working and cooperating with colleagues and management as a team in achieving all the goals, Along with Managing cordial working environment with cross functional teams within the bank, providing support to other Branches, Financial Centre’s and Direct Sales Unit, Ensuring effective and strong relations and Communication with customers and bank staff, Proficient on all products offered by the bank, rules, regulations, policies, and procedures in all front end dealings with customers and other bank staff, able to solve problems and have effective decision making skills.
• Acting as the first point of contact for walk-in customers and ensuring all customers are verified, and attended to professionally, efficiently on a timely basis and that their queries are efficiently managed as per Citibank standards and compliance procedures by raising and manage ECCMS (Enhanced Customer Care Management System) queries on a timely manner.
• Getting in touch, meeting the high profile customers ”current and prospects” to discuss their relations, and portfolios for converting, maintaining, and increase cross selling of the asset, and liability products, then preparing an MIS report with the result to discuss the output with the senior management.
• Seeking updates, meet all of the service standards, and attending all necessary training sessions for self on the latest policies, information, and products.
• Ensure that all of the customers queries and problems get resolved in the least specified time frame, and report the highlighted one to there relevant department .
• Increasing the sales and cross selling, by educating & providing new to bank and existing customers about the whole products, facilities, procedure, Information, and the documentation for the account openings, credit cards, and loans.
• Handling the ECCMS (Enhanced Customer Care Management System) for the whole team.
• Working within a time frame to fulfill the customer’s requirements and to ensure providing them with a high level of service quality to meet the customer satisfaction by receiving their inquiries, complaints, and following it up to solve it within the shortest time and inform them about the result.
Execute all of the daily-financial-transaction such as cash, and cheques deposit and withdrawals. Along with Execute the local and global fund transfers, and between the accounts.
Bachelor's degree of : Major: Economic Minor: Computer Information System (CIS) First Class Honors” Obtained two scholarships based on academic merit ”