Relationship Officer
Dunia Finance
Total years of experience :9 years, 7 Months
Deliver a high quality client service and customer retention approach to managing client relationships to enhance product sales and new client growth targets.
Achieve agreed individual performance targets for deposit growth, income generation, product sales and new client growth targets.
Administering the bank’s securities dealing service, which entails leading placement of execution trades with the bank’s prime brokers, reviewing investment portfolios and investment performance with the clients, and building investment options lists based on clients preferences
Advise customers on the insurance policies that best suit their needs
explaining types of coverage
issue quotes
maintain client records
Helping clients file claim and receive financial compensation for their loss.
Maintaining relationships with insurance agents, and customers
Communicating with other facilities regarding clients’ transfers and records.
Managed data entry of proprietary database
Coordinated meetings and trainings
Practiced professional telephone etiquette and customer service while making claim inquires and quickly resolving any clients’ complaints and concerns.
Sales and Marketing Staff
and analyze market conditions and opportunities.
Map potential customers and competitors for the product.
Promote initial follow ups for sales prospects of the product.
Coordinate with the marketing, sales, technical and administrative departments.
Good handling and preparation of sales status reports in MS-Office Word, Excel etc.
Maintain hard copies and electronic filing systems.
Conduct and coordinate marketing employee meetings and conferences.
Develop procedures for up gradation, research and analysis, target advertising etc.
Develop pricing structure and the various payment options.
Bachelor of Business Administration Major in Marketing Management.
International Hotel and Tourism Management
Elementary Level