Relationship Manager
Compass Financial Solutions
Total years of experience :13 years, 9 Months
Compass Financial Solutions. Aug 2010 to Dec 2011
Relationship Manager. Dubai, UAE
Relationship Management with HNWI and Corporate clients providing Insurance and Investment solutions from Friends Provident, Zurich International, Aviva etc, generate revenue as set and agreed by the management.
• Prepare efficient financial planning and advice clients on appropriate International solutions on the basis of Need Analysis for Life Insurance, Retirement Planning, Childrens Education Planning and Savings.
• Managing clients Investment portfolio and providing periodic update on markets and profitable investments.
• Monitor Individual Consultants activities on a daily basis to ensure productivity and quality customer service.
• Provide Corporates with Advice on International Pension and Gratuity solutions to meet employee's long term objectives.
• Provide initial and ongoing customer service, product updates and special offers to clients.
• Resolving Critical Issues Pertaining to Policy issue and thereby ensuring maximum customer satisfaction.
• A consistent performer, was awarded the best Performer for highest revenue generated.
Barclays Bank PLC May 2007 to Jan 2010
Team Leader/RO (Retail Branch Banking-Multi-Products) Dubai, UAE
Relationship management with Huge Corporate houses & assisting clients to meet their financial needs, with a focus on quality customer service. Managing a top performing multicultural team of 12 SE's
• Develop and grow the Employee Banking Solutions (EBS) business by identifying and acquiring (Listing) new companies for employees salary transfer (Payroll) as well as sourcing Premier Accounts, credit cards, personal loans and Banc- assurance from those companies.
• Provide Weekly and Monthly Team Sales reports and forecast to the RM.
• Conduct Joint calls with SE's to monitor quality of meetings and product information.
• Build and manage strong relationship with existing and potential clients and ensure long term partnerships.
• Plan and conduct EBS presentations to HR/Finance Heads of Corporate clients.
• Ensure effective and prompt handling of customer queries / complaints.
• Maintain close relationships with referral partners within the bank to ensure constant and quality lead flow.
• Achieve set objectives / targets.
• Ensure top performance as per bank key performance standards and policies.
National Bank of Fujairah April 2005 to Aug 2006
Financial Consultant. (Branch Banking) Sharjah, UAE
Provide product information on Personal Loans, Accounts and Alico Life Insurance to Banks clients and subsequently closing deals at the Branch.
• Drive business growth through aggressive business development initiatives that result in increased revenue growth.
• Provide Efficient customer service and effectively managed Customer queries and complaints.
• Provide efficient customer feedback to the product development team for betterment of products.
• Significantly improved the client base, profitability, customer service, and achieved the target as set by the Management.
HSBC (PACT) Sep 2003 to March2005
Sales Officer Dubai, UAE
Provide leadership and direction to team as Team Leader of HSBC Bank the leading Bank of Middle East to accomplish department goals and monitor work- flow. Reporting to Sales Manager. Plan and execute comprehensive sales development strategy to successfully ignite growth and profits through promotion and marketing of Credit Cards in the territory of UAE to existing and new customers both individuals / corporate.
• Consistently exceeded Sales, Service and Quality monthly targets of 350 cards p.m. Achieved sales revenue target as set and agreed with the Sales Manager.
• Directing a team of 9 Sales Executive and grew the business significantly in less than 1 year by promoting and selling Credit Cards to Major accounts.
• Provide team with guidance, motivation, and discipline to consistently achieve sales & customer satisfaction. Conduct regular meetings with staff to know their feedback.
• Develop and maintain positive and professional relationship with corporate clients.
• Inspired and developed a top-performing team, focused on achieving and surpassing Bank's goals and objectives.
• Major Accounts Handled - THE EMIRATES GROUP / THE JUMEIRAH GROUP.
• Maintained market share and business development by analyzing and cross check competitors' activity.
E-Funds Int'l India Pvt Ltd. Nov 2001- June 2003
Customer Service Executive (Call Center) Mumbai India
• Primary responsibility to provide quality customer service and information to customers from the US and Canada and enhance sales of multi-products like HOUSEHOLDS/ ELECTRONICS/ GYM EQUIPMENTS/ MEDICAL PRODUCTS FITNESS PRODUCTS.
• Working as per Service level agreements and KPA's.
• Cross- selling and Up-selling to prospective customers.
• Have undergone Voice modulation and Ascent training.
Tata Iron & Steel Co. Dec 1996 - Mar 2003
Officer (Sports Department) India
• Selected to represent Tata's as a Professional Basketball Player for various national as well as International basketball championships.
• Actively involved in the customer relations, office administration and events management and data entry operations. Additionally served as Fitness Instructor at the Tata Sports foundation.
Bachelors of Commerce Graduate from the University of Mumbai with a GPA of 62.
