Team Leader
Doha Bank
مجموع سنوات الخبرة :16 years, 8 أشهر
Develops and implements strategic plans in line with the division's objectives.
Manages and controls the operating framework for the department, provides guidance and support, ensures implementation and review of work processes to achieve high performance standards and continuous improvement.
solutions for a portfolio of clients spanning the large corporate houses.
Conducts market research to identify, initiate, establish, and develop long term business relationships with the objective of meeting business and revenue objectives.
Conducts periodic meetings with key customers, promoters, prospective customers to ensure business continuity and growth and expanding share of wallet from key clients.
Conducts proactive business development activities from new & existing clients, through strategic penetration into identified market/sectors across the entire portfolio spectrum.
Identifies and acquires new client relationships by understanding the customers- financial needs and provides suitable solutions in terms of providing bank products and services.
Manages the client relationships by handling activities ranging from identifying clients- financial needs, advising, structuring the deal, preparing the terms and conditions, and closing the deal.
Cross-selling products of the bank including - treasury solutions, liabilities, Debt capital market solutions, Syndications, corporate advisory, investment banking, corporate finance, knowledge banking, etc.
Seeks an opportunity to expand share of wallet of the customer base actively and consistently
Assists the Relationship Management Group in research and analysis on industries/clients/markets
Works in close coordination with SLs and RMs as and when required in structuring and restructuring of deals to ensure they effectively address the clients- financial requirement.
Drives sales and key business operations to ensure effective management of profit and loss account of Commercial Business Banking at a regional level in line with the overall business objectives.
Targets specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.
Evaluates credit/risk profile of companies and structuring suitable financial solutions for them including structured finance, project finance, off-balance sheet finance, acquisition financing etc.
Participates in appraisal of proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, economic conditions to ensure complete adherence to risk and regulatory guidelines.
Works in close coordination with Team Leaders in assessment of business, financial & economic risks, and opportunities, and maximizing potential to cross sell products in consultation with other key stakeholders.
Drives the implementation of program designed to evaluate risk, assess opportunities, and maximize potential to cross sell products to ensure the Bank's relationship strategy is in line with the
Monitors all deals to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section.
Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals.
Implements the risk policies and processes (operational, regulatory, financial, informational, reputational and audit risks), ensuring that that these meet regulatory and internal requirements.
Implements the internal control systems in the department and participates in the departmental audits.
Implements practices to bridge gaps identified during departmental audits.
Helps people by providing financial advice. They normally specialize in insurance, taxes, and investment advice.
Provide regular reports that let their client know how their investments are performing
Spend most of their time working in their office, but frequently leave for visits with current and potential clients.
To develop new market for personal loans / Credit Card acquisitions
To strive to achieve monthly assigned sales and productivity targets set by the management
To support and address challenges given by the team leader on sales activity and performance
Ensured daily productivity reports are properly submitted to the management Handle customer service inquiries diligently and efficiently
To always meet all services quality standards
Ensure all rules and regulations are complied with
Present and sell company products and services to current and potential clients.
Prepare action plans and schedules to identify specific targets and to projects the number of contacts to be made.
Follow up on new leads and referrals resulting from field activity.
Identify sales prospects and contact these and other accounts as assigned.
Prepare presentations, proposals, and sales contracts.
Develop and maintain sales materials and current product knowledge.
Established and maintain current client and potential client relationships.
Prepare paperwork to activate and maintain contract services
Present and sell company products and services to current and potential clients.
Prepare action plans and schedules to identify specific targets and to projects the number of contacts to be made.
Follow up on new leads and referrals resulting from field activity.
Identify sales prospects and contact these and other accounts as assigned.
Prepare presentations, proposals, and sales contracts.
Develop and maintain sales materials and current product knowledge.
Established and maintain current client and potential client relationships.
Prepare paperwork to activate and maintain contract services
Develop and maintain sales materials and current product knowledge.
Designed to function ultimately as a one-stop financing and business development.
Manage account services through quality checks and other follow-ups
Communicate new product and services opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
Responsible for developing new deposit, loan, and merchant business for a specific target market of small to medium size businesses and business professionals
Follow up on new leads and referrals resulting from field activity.
Assisting the Business Development Manager in performing various managerial functions of the department as directed
Providing a superior level of customer relations and service
Identify sales prospects and contact these and other accounts as assigned.
Coordinate company staff to accomplish the work require to close sales.
Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals.
Ensuring compliance with Bank policies and procedure
Participate in the preparation, evaluation, justification, and maintenance of budgets and budgetary controls; and assists in developing, preparing, and reviewing Federal and State grant budgets.
Prepares a variety of detailed accounting, statistical, and narrative financial statements or reports requiring analysis and interpretation; and works with the Audit-Controller and with data processing personnel regarding work of fiscal and clerical personnel in making entries, reconciliations, and performing other fiscal record-keeping work.
Reviews and analyzes grants, contracts, and proposals for financial soundness and adherence to generally accepted accounting principles and Country policies.
Collect data on direct, indirect, and overhead costs of operations as they relate to the setting of rates and fees.
Recommends and assists in the implementation of new or revised accounting systems, procedures, and records.