Client Service Manager
Home Matters Mortgage Consultancy
مجموع سنوات الخبرة :14 years, 0 أشهر
Directly dealing with Associates with their mortgage cases
Provided and assisted information on bank rates with Associates Liaised with bank mortgage advisors for the progression of the cases
Assisted HM clients with the progression on their mortgage application
Supervised and delegate task on daily basis for HM team Implemented work operations to effectively daily workload Assisted in HM trainings for the new comers
Conducted meeting with clients discussing their financial goals.
Helped clients to manage and able to protect their family in case of unforseen situation.
Enabled client to be financially independent.
Provided product training for UIC Direct Sales Agent
Conducted AML Training and documentation
Produced monthly reports for DSA performance
Provided assessment for DSA for UIC products
Reported to Business Advisor
Working under the banner with Union Insurance Company for Infinity products - Savings and Investment plan
Handled sales target for Nexus Insurance Brokers LLC and Union Direct Sales in Dubai and Abu Dhabi
Conducted sales and product presentation
Organized incentive for both accounts
Conducted AML training and documentation
Reported to Regional Distribution Manager
Increased sales target for Abu Dhabi branch
Handled training to Nexus Consultants on all product lines ( Medical, Motor, Home and Travel Insurance )
Liaised and established good relationships with Insurance providers
Managed and supported team for business administration
Provided advise and servicing clients directly with their personal lines insurance needs
Reported to Head of General Insurance
Coached sales training to distribution partners on all product lines
Assisted in building effective relationships and influence at all levels
Broadened relationship to key stakeholders
Achieved sales targets
Reports to management on key metrics