Azad Muthalif, Relationship Manager

Azad Muthalif

Relationship Manager

UNION BANK

Location
Sri Lanka - Colombo 5
Education
Higher diploma, Marketing
Experience
22 years, 2 Months

Share My Profile

Block User


Work Experience

Total years of experience :22 years, 2 Months

Relationship Manager at UNION BANK
  • Sri Lanka - Colombo 1
  • My current job since January 2016

Having to directly report to the Head of Private Banking from Rajagiriya Branch I have been tasked to
grow the branch asset base and achieve a personal target of 300 million individually through new business
development initiatives.
* I also manage liabilities with an annual target of 36 million in personal loans, 60 salary based accounts
apart from 25 million per month Fixed deposit growth targets.
* Assist the branch manager in Operational matters when need arises and cover up for Branch Manager
as and when required.
* Advice clients on loan processing, account opening and regulations in order to have a smooth
on boarding process.
* Handle all account opening, loan processing documentation and provide best solutions for the client.
* Visit and service client requirement as and when required on a daily basis.
* Continuously follow and adhere to Banks Policies and regulations.
* Maintaining high level service standards at all times.

Relationship Manager at AMANA BANK
  • Sri Lanka - Colombo 1
  • May 2015 to January 2016

Prestige Banking (Islamic Banking)

* Working closely with senior management; I am directly tasked with growing the bank’s high net-worth
asset base of clients with personal financial portfolios in excess of LKR 10 million.

* Apart from advising my highly affluent clientele on tailor-made, sharia compliant, and non-conventional
investment products; a large part of my work-day is also spent on new business development initiatives.

Direct Sales Advisor at Commercial Bank of Qatar
  • Qatar - Doha
  • June 2014 to December 2015

Direct Sales Agent

* Working for one of the largest financial institutions in the Middle East; I actively managed a diversified
client portfolio within its asset base comprised primarily of foreign expatriates in addition to Arab locals.
Actively canvassing for new business in terms of selling Credit Cards, Personal Loans and Salary accounts.

* This short albeit gainful opportunity allowed me to explore the financial eco-system of one of the fastest
growing regions in the Middle East while growing my financial maturity vis-à-vis global banking systems.

Senior Banking Associate at HSBC
  • Sri Lanka - Colombo 1
  • January 2005 to January 2014

Working closely with my Branch Manager; I was responsible for driving the sales agenda and achieving
budget targets across the entire spectrum of HSBC offerings including premier and advance products.
* My operational duties ranged from overseeing teller transactions and account openings to managing
customer relations and key client accounts as well as handling all promotional and PR campaigns.
* I was also responsible for overseeing the effective running of several back-office operations including

Officer at Dialog AXIATA
  • Sri Lanka - Colombo 1
  • January 2002 to January 2004

I spent a brief albeit gainful stint within customer services at Sri Lanka’s largest mobile operator, —this experience gave me an invaluable look into inner workings of a highly customer oriented organization and call center operations.

Operations Assistant at STANDARD CHARTERED BANK
  • Sri Lanka - Colombo 1
  • January 2000 to January 2001

• I began my career working for one of the largest financial institutions in the world where I gained operational experience and customer services exposure as a teller attached to the bank’s head office.
• Along with working as a Teller I was also actively involved in selling of Credit Cards for the bank.
All teller operations and functions.

Education

Higher diploma, Marketing
  • at Chartered Institute of Marketing
  • February 2013
Diploma, computer studies
  • at Singapore Informatics and the Royal Institute
  • December 2000

courses: COMPUTER & IT SKILLS * Certificate

Specialties & Skills

BANKING
CUSTOMER RELATIONS
DIRECT MARKETING
DOCUMENTATION
EXECUTIVE MANAGEMENT
FINANCIAL
MICROSOFT BACKOFFICE
NEW BUSINESS DEVELOPMENT
POLICY ANALYSIS
REQUIREMENTS

Languages

English
Expert
Tamil
Intermediate

Memberships

chartered institute of Marketing
  • Associate Member
  • March 2013