Manager
Banking
Total years of experience :18 years, 7 Months
Investment Specialist, Wealth, VAT
• Manager the relationship with assigned existing clients and acquire new to bank customers.
• Working as single point contact for all the assigned priority banking customers and servicing them for their day to day Personal and business banking need.
• Responsible for generating SME Liabilities and fee income from the wealth and business banking customers.
• Responsible for managing the implementation of Bank’s relationship management policy, marketing of all Priority Banking Products.
• Responsible for net income and product sales targets in the assigned sub-segments.
• Develop and implement an effective plan for sourcing new business prospects and developing new customer relationships.
• Ensure cross-sell and up-sell of products and maintain high service quality.
• Follow business directions, feasibility and business modeling for the Priority Banking business on an ongoing basis, in line with the management’s vision.
• Follow the KYC and compliance norms in line with the internal control policy.
• Manager the relationship with assigned existing clients and acquire new to bank customers.
• Working as single point contact for all the assigned priority banking customers and servicing them for their day to day Personal and business banking need.
• Responsible for generating SME Liabilities and fee income from the wealth and business banking customers.
• Responsible for managing the implementation of Bank’s relationship management policy, marketing of all Priority Banking Products.
• Responsible for net income and product sales targets in the assigned sub-segments.
• Develop and implement an effective plan for sourcing new business prospects and developing new customer relationships.
• Ensure cross-sell and up-sell of products and maintain high service quality.
• Follow business directions, feasibility and business modeling for the Priority Banking business on an ongoing basis, in line with the management’s vision.
• Follow the KYC and compliance norms in line with the internal control policy.
o Responsible for managing the Relationship of Murabaha Share Finance Facility in Dubai Financial Market and Abu Dhabi Securities Exchange.
o Preparing credit proposal, checking the UAE CB list, MB negative list and full KYC for the customers.
o Preparing the Master Data Sheet, sending it to product manager to review and forwarding it along with other required documents to CPG for approval.
o Responsible for sourcing the clients for Investment Services products.
o Providing complete Investment Advisory into various Investment products to the clients.
o Building a good rapport with the clients to develop mutual and profitable business relationship.
o New clients acquisition and new additions to Asset Under Management.
o Managing relationship with High Net worth Investors/Clients for their investment into equities through Equity Portfolio Management Products and Mutual Funds.
o Providing complete Investment Advisory into equity asset class to the clients.
o New clients acquisition and new additions to Asset Under Management.
o Identifying clients’ investment objectives and offering proposals and solutions of Investment.
o Giving recommendations on client’s existing equity portfolio in coordination with equity research department.
o Managing client’s Mutual Fund Portfolio.
o Introducing/Communicating the new equity structured products to prospective clients.
o Devising marketing strategy to increase product exposure, generate new leads, develop number of clients and Asset Under Management.
o Tying up with new channel partners and negotiating on commission.
o Handling retail branch distribution channels to sell equity structured products and acquire new clients for the same.
Completed Post Graduation in Business Management (MBA) specialization in Marketing. ICWM from CISI, U.K.