Relationship officer
RAK Bank
Total years of experience :4 years, 2 Months
Comprehend their needs of the client and provide them with various insurance product and investment products.
Core responsibility also includes, guiding customers through the various financial products and services that RAK Bank offers, aiding them to classify the seemly alternative.
Adopt new strategies creatively for Promoting the product by doing research on the weakness of Competitors and covering them with strength of my organization.
Responsible for ensuring that the sales strategy is in line with compliance policies with regards to operational, financial and regulatory risks.
Assist the team leader in undertaking micro marketing events to promote sales.
Motivate the new hires in the sales team to reach their targets
Drive the customers through the various financial products and services that IIFL offers, helping them to identify the right option for them.
Perform detailed analysis and present the statistics as a MIS report to the management and direct Manager.
Maintain Healthy Inter-Departmental Relationships Manage portfolio for the clients. Understand the client needs and design their portfolio accordingly by advising clients on all products including equity, F & O, currency, commodity, insurance, mutual funds, loan etc to generate revenues and execute transactions / trades as per client’s requirements.
Resolve order and inventory problems by investigating data and history; identifying alternate means for filling orders; notifying managers and customers.
Resolve promotional allowance, rebate, and pricing discrepancies by researching promotion details and regular and special prices; forwarding resolution to managers.
Provide product, promotion, and pricing information by clarifying customer request; selecting appropriate information; forwarding information; answering questions.
Tracks sales expenses by tracking, consolidating, analyzing, and summarizing expenses; forwarding for reimbursement.
Conduct research and detailed study & analysis in the cement sector mainly concentrating on Ambuja cement.
Extended awareness to associate the peers, trying to calculate the future prospects of the company by studying the past growth rates and future upcoming projects of the company.
Acquired Extensive knowledge in Financial Modeling.
Provide research-based analytical support in forecasting budgets, variances analyses and preparation of financial budgets.
Conduct research, study, evaluate and initiate capital expenditure models and other business development models and procedures
Managed and controlled their portfolio, which used to comprise of various stocks and also advise them on various insurance products
Identifying opportunities for campaigns, products and distribution channels that will lead to an increase in sales &generate income through various means of promotional activities
Handling Brand building and Marketing through presentations and client meetings.
Experience in organizing various holiday packages and a travel plan for the Indian Softball Team to play soft ball in Argentina.
Prepare Offers / Quotations, maintain registers & records.
Prepare sales presentations by compiling data; developing presentation formats and materials.
Unsettled open credits to be resolved daily & accounted in the system.
Co-ordinate with sales team and ensure replies to emails, quotations are sent in time.
Daily follow-up with customers on outstanding. Track customer payments & get invoice wise payment.
Assist inventory controlling staff in maintaining inventory records.
Support sales staff in handling and documenting customer accounts. Perform competitor product analysis and prepare reports.