Ana Khan

• Responsible for supporting new and existing business ventures.
• Managing the account portfolio and maintaining close relationships with clients in order to increase retention.
• Providing client support daily at a strategic level, ensuring high quality & accurate service levels.
• Providing detailed orientation to the customers regarding all our services through direct meeting, Presentations, follow- up calls and email.
• Proactively engaging with portfolio of clients for training and demonstrations of new products & functionalities. Also offering them other services of our company such as real-estate valuations, advisory & re-search.
• Gain and maintain familiarity with the client’s organization and processes to help direct them toward the appropriate product set.
• Assisting the manager and working closely with the other departments to ensure smooth process.
• Administrative duties: creating proposals, invoices, payments, refunds, feedback & quality checks of surveyors team in the system.
• Involved in setting the overall strategic direction of the division, also Conducting research and data analysis as and when needed
• Taking a proactive approach to help others, whether it’s to pass a lead to other departments o Handling quality check when the quality officer is not available.
• Training the surveyors and newcomer’s to perform better.
• Contribute to process improvements by suggesting alternative solution and highlighting challenges in order for the Team Leader/management to investigate and possibly improve problem-resolution methods.

• Serve as a resource for customers seeking information, assistance or recommendations; a thorough understanding of all key services, products and amenities are critical in the ability to deliver service in an exceptional and timely manner. As well as delivering an exceptional first impression
• Provide financial advice and counsel to customers; negotiate credit terms, repayment methods and collateral specifications with customer.
• Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position.
• Responsible for customer retention & satisfaction by ensuring customer is treated appropriately and by resolving directly any issues customers may have.
• Adhere to defined SLAs, time-keeping on the job and timely issue resolution in order to effectively deliver on end-to-end solution management.
• Giving customers a brief on the property management product and the rentals. Coordinating with property management department in order for documentation & renting the property out.
• Contribute to the overall revenue of the company by identifying opportunities and actively upselling/cross selling products and services.
• Handling the team pro-actively, Training new staff, with products, procedures, systems etc
• Review and submit monthly accounting reports, MIS, Collection report and sales report to the Mgmt.
• Reconcile cash and cheques received by the front office

• Working as a Team Supervisor for Collections Team of 10 Members.
• Handling Collection Portfolio of Barclays, First Gulf Bank and Arab Bank.
• Preparing the allocation on monthly basis for the callers for the field visits officers.
• Managing and monitoring the performance of team members to ensure efficiency.
• Meeting high delinquency customers and Having in-depth conversation about their business and their industry to analyze the level of risk involved in the repayment of the loan and noting down all the details.
• Asking all the necessary questions to eliminate any false information given by the customer and Collecting and Scrutinizing documents that are requested by the bank
• Solving customer issues and negotiating with them to clear their overdue or to settle their account with the bank.
• Gathering and summarizing data for briefs, reports, and correspondence for
computerized tracking.
• Confer with internal departments and other third parties dealing with the company to exchange information, coordinate activities and promptly resolve issues.
• Dealing with correspondence, writing daily, weekly and monthly reports
• Training and supervising junior staff and delegating work as required.
• Searching the database of over 680, 000, using filtering tools to find customers to collect bad debts

• Responsible for coordinating and providing customers with brief details on investment and insurance plans.
• Taking initiatives and working with operations and customers to deliver consistent and
high level of customer service and closing the insurance or investment deals.
• Establishes and develops business relationships with prospective customers in the assigned territory/market segment to promote the organization’s products/services. Ensuring that clients know to use the services and provide assistance if necessary.
• Hands on solving different customer’s inquiries, including, Renewal of Investment
Policies, Handling Customers Calls, Making new outbound calls, Issuing new and
renewals of policies.
• Maintain and maximize growth potential of existing key customers and respond
to customer needs, enquires and address their concerns regarding investment plans.
• Prepare and make report on market analysis, competitor analysis and market
trends. Also submit weekly and monthly report to the higher management.
• Preserve proper records of incoming and outgoing correspondence, file documents/letters systematically and keep all assigned files up-to-date. Keep confidentiality in all company documents and reports.
• Develop and maintain a well-coordinated internal relationship with key decision
makers within the organization;

• Carry out administrative duties efficiently including correspondence, logistics coordination and customer relations. Liaise between management and employees on all administration matters.
• Coordinate with various groups within organization and provide accurate, efficient and committed office work support in completing daily activities.
• Greeting visitors (e.g., Department personnel, other agency personnel and the general public) in person in order to provide assistance or refer to appropriate staff member.
• Confer with internal departments and other third parties dealing with the company to exchange information, coordinate activities and promptly resolve issues.
• Assessing whether callers and/or visitors should have access to information being requested in order to ensure that confidential information is disseminated to the authorized person only.
• Open, sort and deliver incoming correspondence and distributing incoming post and organizing and sending outgoing post including faxes and emails.
• Read and analyze incoming memos, present reports to find out its significance on various concerns and plan distribution to appointed unit for proper response.
• Reviews and proofreads a variety of information to ensure accuracy of information, consistency with administrative policy, format.
• Keeping track of all customers’ data in Excel Sheet, Emails.
• Work with account managers in ensuring timely management, resolution and administration of customer enquiries related to bill disputes; setting up of payment arrangements; payment and invoice adjustments and refunds and ultimately collecting the outstanding overdue balances