Senior Relationship Manager
Ajman Bank
Total years of experience :0 years, 0 Months
● Drive clear communication between the bank and the priority banking customers to maintain long term relationships
● Build and drive business plans through effective relationship building while providing portfolio with services:
o Bonds, Sukuk
o Mutual funds
o Structure Notes
o Time Deposits
● Provide critical insight into strategic customer planning by networking & developing investment portfolios to AED 110M
● Enhance the effective selling and marketing of the bank products and services to all clients within the investment portfolio
● Deliver quality services to customers while building and maintaining excellent customer relationships to retain customers
● Monitor customer complaints and provide credible solutions for them to ensure customer satisfaction and retention
● Track & maintain documentation sales & operations, ensuring they are in compliance as per Ajman policies & procedures
● Identify and maximize opportunities for growth within the investment portfolio for the Abu Dhabi area
● Develop and maintain the portfolio by retaining the existing relationships & developing new relationships
● Maintain and update customer information attained from calls and prospects accurately by generating up to date reports
● Optimize the banking experience for clients by listening and tending to their needs ensuring their experience is positive
Achievements:
→ Successfully improved the efficiencies within the bank for clients by providing credible advice and recommendations
→ Successfully maximized branch revenue by connecting the business development team & the sales & service offices
resulting in increasing the portfolio revenue from AED 220M to AED 300M
→ Successfully identified new accounts and relationships for the bank resulting in an extra two-time deposit being acquired
→ Successfully built strong relationships enabling me to grow my network resulting in achieving 85% of my AED 120M target
● Executed the Priority Banking sales targets, driving plans that would build revenue and profits through relationship building
● Informed customers and prospective customers with full information about ADIB’s Priority Banking Products
o Bonds
o Structure Notes
● Managed customer complaints efficiently by providing solutions & excellent services through clear communication
● Established relationships with VIP Priority Banking clients to introduce services that align and meet the clients’ needs
● Enhanced and provided effective customer service to achieve a high percentage of customer satisfaction and retention
● Maintained a high-quality service to our customer base and Priority Banking in specific, always having a good attitude
● Built and grew relationships with existing Priority Customers to achieve an increase in shares and revenue
● Developed and grew relationships between customers and ADIB by promoting the bank's investment services
Achievements:
→ Instilled dedication and commitment in the execution of my work ethic, driving plans and networking strategies that have
successfully maintained and grown client relationships, meeting 85% of targets consistently over a 9-year period
→ Successfully nurtured relationships that were formed early within my career, growing a sustainable and stable ROI that has
resulted in growth in knowledge and portfolio revenues and multiple promotions
→ Successfully marketed & sold structure notes & bonds to clients, achieving 90% of our monthly target & AED 30K revenue
● Built strong relationships between ADIB and customers through continuous communication and service offerings
● Identify customers through a database, conduct cold calling and follow up on leads with a personal call
● Ensure that business is conducted with an in-depth knowledge of the legal and Shariah guidelines and consultation
● Reviewed and maintained customers’ accounts to avoid any unnecessary issues that could arise, offer personal finance
products to meet the company and divisions monthly sales targets
● Coordinated with internal departments such as Listing, Call Center, Finance, and Marketing to maintain up to date records
● Provided the company with valid data maintaining accurate records on properties, clients, and landlords in the database
● Streamlined the renewal of all leasing contracts to ensure all relevant documentation was signed and updated timeously
● Managed all fire insurance policies by thoroughly investigating claims and submitting them to the claims department
● Collaborated with the commercial finance department in Abu Dhabi Islamic bank to maintain clear communication
● Formulated and prepared documents such as representation contracts, rental agreements, and closing statements
● Executed all administrative duties within the at service division for the following divisions:
o Leasing
o Maintenance
o Customer service
o Banking roles
courses: Certified in Securities & Investment, CISI –
