داود الجاعوني

Helped clients set up new policies and followed up about timely
payments.
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● Updated clients on changes and subsequent effects.
● Received insurance premiums from clients and processed accounts.
Guided clients on correct coverage limits based on analysis of risk
factors.
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Met with clients to assess insurance needs and answer policy
questions.
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Managed and retained High Net Worth (HNW) clients for years by
offering customised services to increase satisfaction and loyalty.
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Drove business growth by cross-selling products, leading to better
profit margins.
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● Handled insurance queries from quotation stage to renewal.
Reviewed new insurance products from carriers to determine
suitability for client needs.
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Advised clients on coverage and claims to assist with informed
decisions.
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● Maximised revenue by converting enquiries into sales.
Educated clients on risk management and assisted with mitigation
and coverage strategies.
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Professionally represented sellers in complex negotiation wit

• Contacting potential clients to offer them property consultancy services
• Preparing and presenting business proposals to convince clients to sign a consulting deal
• Assessing a client’s property needs
• Conducting market research to identify areas with increasing profitability and encouraging clients to invest
• Analyzing trends in housing data and identifying possible properties for clients
• Writing reports for clients with factual conclusions
• Showing commercial and residential properties to prospective buyers and advising the client on the value and suitability of the properties
• Developing and implementing strategies to increase the value of the client’s properties

• Identify and target sales leads.
• Build relationships with clients over the telephone and through web communications.
• Schedule and confirm consultation appointments.
• Use appropriate interpersonal skills and communication methods to gain acceptance of products and services.
• Make clients and their needs a primary focus of one’s actions; effectively meet client needs; develop and sustain positive and productive client relationships, and take responsibility for client satisfaction and loyalty.
• Identify opportunities and act to build relationships between individuals, teams, department units, or organizations to help achieve business goals.
• Follow company sales lead management process. Leverage tools, reports, and resources to maximize sales results.

Establish relationships with new customers and secure contracts
with new customers. Drive the entire sales cycle from initial
customer engagement to closed sales. Build and maintain a
healthy sales pipeline to meet or exceed sales targets.
• Provide forecasts on best case and most likely sales volumes over
relevant time periods. Give sales presentations, submit
opportunities, and submit activity and results reports to leadership.
• Develop and maintain functional knowledge of the products,
services and operations offered by the company. Interact regularly
with station and operations managers and develop close and
cooperative working relationship with operational staff to ensure
the customer’s needs are met.
• Schedule and conduct a pre-determined number of face-to-face
sales visits as directed by the sales or station management.
• Input sales call information into the sales data system or other
designated sales call software provided by the company and/or
provides sales reports as directed by sales or station management.
• Maintain a pre-determined number of target accounts and
demonstrate active attention to those accounts and progress
toward closing. Meet or exceed sales threshold/quota as defined
by the company.
• Work cooperatively with other sales and operational staff to
support a team-selling environment

• Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.

• Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.

• Perform as key contact for selected customer relationships under Banker guidance.

• Initiate apt activities to ensure on time and scheduled response to customers.

• Ensure to alert Banker with respect to any delays along with potential issues.

• Provide assistance to Banker to attain approval on new account openings.

• Review independently all documents and link entire customer accounts to suitable relationship.

• Provide securities details, quotes and valuations to customers.

• Implement and supervise all unsolicited trade activities.

• Ensure to alert Banker of prospective sales opportunities surface from discussions with clients.

• Conduct evaluation of client’s accounts.

• Collect mandatory information to analyse client situation.

• Develop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.

• Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.

•Achieving the assigned branch banking liability target by following the Sales Management Process;
•Cross selling of all other consumer banking products (Credit Cards, Life Insurance, and Personal Loans).
•Following up with customers on their banking requirements
•Supervise all data processing activities at the bank.
•Record keeping, check processing and book keeping that is performed on computers or automated machines.
•Addressing any customer issues and make sure the bank's customer service meets company standards.

•Supervise all data processing activities at the bank.
•Record keeping, check processing and book keeping that is performed on computers or automated machines.
•Addressing any customer issues and make sure the bank's customer service meets company standards.

- Sale responsibilities for all banking products mainly in retail.

- Arranging for various shows
- Supporting the presenter during the shows

Taking customers calls and handling complaints.