Senior associate and Private Banker
Commercial Bank of Qatar
Total years of experience :11 years, 9 Months
Utilize primary contact for private banking and VIP clients transactions handling, respond to and resolve routine client inquiries along with service issues.
Update and maintain client database and tickler systems along with goal tracking.
Conduct account maintenance inclusive of compiling mailing lists.
Provide customer service complying with VIP Service Standards inclusive of professional phone management.
Manage customer requests for opening new accounts, online funds transfer, loan payments, general requests and inquiries.
Support loan requests inclusive of information compiling for loan packages, request document development and send closed loans for processing etc.
Provide clerical assistance inclusive of writing and typing correspondence along with produce and prepare reports as required.
Support to schedule customer appointments as well as event planning.
Ensure to perform activities related to client problem resolution.
Receive plus execute customers’ instructions.
Receive and implement customer investigation requests.
Receive deposit checks as well as collection from all customers.
Provide update everyday on clients’ investments to Private Bankers.
Conduct money transfers along from Private Bankers and respond to customer balance inquiries.
Centralization
Evaluate and identify potential clients in the industry.
Establish and maintain relationship with potential clients and offer them the company products and services.
Ensure full market penetration.
Send proposals, negotiate and close deals.
Handle bookings from the prospect stage to deal closing.
Manage and increase voucher sales revenues to corporate clients.
Prepare function sheets and communicate it with the operation team on site.
Liaise between client and internal departments during, pre, and post sales process such as liaising with finance for invoicing.
Carry out the sale of cinema tickets to the public.
Deal with all customer feedback in an appropriate manner, forwarding to the House Manager and the management team as appropriate.
Ensure the safe and accurate handling of cash and electronic payments within the venue.
Respond to all customer queries in an informative and courteous manner.
Be vigilant for and report any faults or required repairs in line with current venue procedures.
Was engaged with business startup.
Assisting guests and helping in developing sales leads.
Ensuring enquiries become confirmed business.
Handling guest complaints and concerns in an efficient and timely manner.
Selling and upselling.
Checking Guest satisfaction and resolving any issues to ensure repeat business.
Possess detailed information about the hotel and the city.
Coordinating between departments and producing technical reports.
Billing.
Organizing sales visits.
Demonstrating and presenting products.
Negotiating contracts and packages.
Collect guests feedback during guest departure along with their likes and dislikes.
Perform cashier activities as and when required.
Detailed information regarding arrivals and room requirements.
Providing excellent customer service as per hotel standards.
Maintain upto date information on room rates, current promotions, offers and packages.
Maintain all guest folios in the manner instructed and type out necessary guest likes and dislikes to the appropriate fields on the profile.
Check on VIP reservations, complete their pre-registration formalities.
Perform basic cashier activities as and when required.
Ensure that all check-ins and check-outs are handled smoothly without unnecessary delay or discomfort to any guest.
Updating all bookings and transactions into the computer system.
Management of planning and forecasting.
Prepare the bills for customers.
In the absence of the front office manager, take the initiative to alert agencies reservation if too many rooms are available.
Make a VIP record sheet with VIP arrivals details and preferences, and email it to concerned departments.