Authorized Consultant
Nexus Financial Services
مجموع سنوات الخبرة :22 years, 0 أشهر
Provided proactive advice to client based on a defined Investment Policy and supported them in the implementation of appropriate investment products and strategies that maximize the performance of their portfolios.
Clearly understanding the client’s needs, to help offer a unique and exclusive investment experience.
Assisted clients in defining their investment profile and setting medium-term and long-term investment objectives to fulfill specific requirements.
Working with a network of regional and international firms, to provide competitive and comprehensive investment solutions.
Regularly meeting with existing clients to review their current investments and suggest any additions or fund changes.
Sound knowledge of portfolio construction and asset allocation strategies
Highly competent in Business Development and experience in interacting with HNW individuals.
Ability to execute, confirm and report client trades in an efficient and timely manner
Knowledge of the prevalent compliance requirements
Deep understanding of the global and regional macro-economic environment and its impact of various asset classes as well as specific products
Recommend various types of insurance to businesses and individuals on behalf of insurance companies including Life, Medical, Car, Fire and Property insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
. Primarily focusing on acquisition of New-to-Bank high net-worth individuals into long-term clients. Growing and deepening customer relationships through effective relationship management, with special focus on the analysis and satisfaction of HNW Customers financial as well as investment needs and objectives.
Advised financial solutions for affluent and HNI Clients, utilizing wide range of financial products to address my clients’ needs for savings, investments, insurance protection, children education, and retirement.
Conducted personal financial reviews with clients to determine their financial positions, concerns, needs and objectives.
Managed a positive relationship with customers, winning new customers over from competitors.
Contributed to building an active and broad book of clients and prospects through a strong and diversified network of business and client contacts.
Ensured high standards of private wealth management customer service and relationship management.
Instrumental in the cross selling of other retail banking services including work place banking (Payroll accounts & SME Accounts) to existing customers.
.Senior Relationship Officer - Wealth Management
Citibank N A (NRI Business)
Industry: Banking
Place: Manama, Kingdom of Bahrain
March 2007 - January 2010 (35 Months)
Job Profile
Handle Global Investment Portfolios of clients based in Bahrain, Saudi Arabia, Kuwait & Qatar.
Focus on acquisition of high net-worth clients.
Clients Portfolio broadly consists of: Mutual Funds, Fixed Income Securities, Bonds, Structured Note Insurance (Life & Critical Illness), Premium Deposits, Fixed Deposits and CASA.
Work Closely with Third Party Insurance companies Zurich International Life and Alico for Clients Insurance related requirements.
Closely monitor client’s portfolio on an ongoing basis and evaluate possible adjustments and timely advice in response to economic changes, market trends or client needs.
Acts as an intermediary between various departments & customers in the day to day operation. Collaborate with product and functional specialists to deliver timely and effective customer solutions.
Adherence to KYC norms and handling of KYC/AML/CDD alerts.
Liaise with Product team for Approvals.
Handling the service requirements of clients. Resolution of any customer queries at minimum TAT.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Trainings/Certification:
Completed Regional Investments Training & Certification conducted by the Citibank in the following categories: 1. Sales Process 2.Product Knowledge 3.Mutual Funds 4.Fixed Income Securities (Bonds, Structured Products) 5. Premium Deposits 6.Compliance 7.Insurance
Completed Advanced Sales Training program.
Certification in NR Operations
Relationship Officer - CASA
Citibank N A (NRI Business)
Industry: Banking
Place: Manama, Kingdom of Bahrain
April 2002 - February 2007 (59 Months)
Job Profile
Responsible for acquisition of CASA (NTB-NRI) relationships.
Generate business from clients based in Bahrain, Kuwait, Qatar and Saudi Arabia.
Aggressive Sales call to acquire NTB customers through referrals and networking.
Ensuring productivity both in terms of number & quality of NTB accounts sourced.
Targeting the client base to cross sell India based products (Rupee Deposits and FCNR) depending upon the requirement and eligibility.
Planning and organizing Micro Marketing Events.
Achievements
Recognized for top performance in 2005(778) and 2006(825), acquiring over 1600 CASA Accounts. Acquired 2800 NTB CASA accounts for the period of 2002-2007
Recognized for acquiring 125 NTB CASA Relationship in a single month.
Received MVP (Most Valued Performance) Awards for Outstanding Sales Performance.