Relationship Manager
Rak Bank
Total years of experience :18 years, 8 Months
- Insuring the maximum profitability from the portfolio AUM
- Servicing SME book related to the bank’s HNWI portfolio.
- Sourcing SIPs, Bonds, SUKUK, Mutual Funds and Structured notes by active acquisition and relationship management.
- Conducting local and global markets researches and evaluations
- Monitoring performance of portfolios in order to determine how to better focus sales approach/efforts and achieve increased sales
- Coaching and day to day close engagement with team members to assure achieving sales targets
- Managing the Islamic banking portfolio (HNWI, SME) and all related Shariah compliant processes
- Managing high profile clients accounts
- Handling complains and ensuring satisfaction of the bank's VIP and VVIP clients
- Offering privilege banking packages to qualified clients
- (Private Banking Relationship) 'Conventional and Shariah compliant banking'
- Managing all Priority banking accounts related processes
- (Credit facilities, Term Deposits and Investments products)
- Planned and prepared yearly budgets
- Recruited new professionals to add to the team
- Introduced investments products (life insurance, saving plans, bonds) to the bank
- Recruiting sales teams and assigning sales target quotas
- Developing sales plans and strategies for the unit, providing feedback on weekly basis of the progress of sales and evaluating the strategy implemented
- Developing and implementing tailored services/products to the needs of UHNWI clients
- Presenting the bank in business events and ceremonies
- Developing brand marketing plans and strategies
- Managing high profile clients accounts
- Handling complains and ensuring satisfaction of the bank's VIP clients
- Offering privilege banking packages to qualified clients
- (Private Banking Relationship) 'Conventional and Shariah compliant banking'
- Managing all Priority banking accounts related processes
- (Credit facilities, Term Deposits and Investments)
- Insuring the maximum profitability from the portfolio AUM
- Managing high profile clients accounts
- Handling complains and ensuring satisfaction of my clients
- Identifying new business sources
- Maintaining Business Relations between the Bank and its important clients
- Offering privilege banking packages to qualified clients
(Status Banking Relationship)
- Managing all accounts related processes
(Credit facilities, Term Deposits and Investments)
- Conducted market research to learn about trends
- Working with High targets and difficult market Segments
- Multi Products (Accounts, Loans, Credit Card, Insurance Products, and Wealth Management Products)
- Offering need based financial solutions
- Managing Area Targets
- Offering Islamic Banking Solutions and Products (Shariah-compliant Banking Products) AMANAH
- Working with High targets and difficult market Segments
- Multi Products (Accounts, Loans, Credit Card, Insurance Products, and Wealth Management Products)
- Offering need based financial solutions
- Managing Area Targets
- Offering Islamic Banking Solutions and Products (Shariah-compliant Banking Products) AMANAH
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