esha mehta, Relationship Officer

esha mehta

Relationship Officer

FGB

البلد
الإمارات العربية المتحدة - دبي
التعليم
بكالوريوس, Banking
الخبرات
1 years, 5 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :1 years, 5 أشهر

Relationship Officer في FGB
  • الإمارات العربية المتحدة - دبي
  • مايو 2013 إلى سبتمبر 2014

Relationship Officer

• Conducting financial review with prospective customers and understanding their need to ensure business delivered is also need based.
• Generating business through the various products offered by the bank, including investments /savings, protection and retirement solutions to ensure maximum business generation.
• Ensure customer retention, as well as new customer acquisition in the segment.
• Catering to all segments of client, including mid ranged to HNI.
• To achieve monthly business targets, through relationship management and revenue from the target customers.
• Added experience of cross sourcing of business including credit cards and personal loans.

الخلفية التعليمية

بكالوريوس, Banking
  • في ICICI Manipal University
  • نوفمبر 2009

Specialties & Skills

Insurance
Banking
Human Resources
MIS Reporting
Coordination
banking

اللغات

الانجليزية
متمرّس
الهندية
متمرّس