Relationship officer
ADCB BANK
Total years of experience :15 years, 3 Months
Handling Retail Liabilities products like CASA A/c, Credit Card, and Personal Loans.
• Handling the HNI clients of the branch & cross selling the TPP like Mutual Fund, Life & General Insurance, Gold coins etc to the customer’s & also sourcing new clients for the bank.
• There are Relationship Officers who were directly reported to me in branch.
• All the targets are in individual revenue target i.e.; Responsibility of RM includes Own target achievement plus RO & Branch target achievement.
• Able to achieve the contest on NOV 2011 to Maldives. (it’s the first RM who achieve the contest from that branch)
• Able to create a good NRI client base to the branch
• Regarded as the first SM to get promoted in ROTN & Kerala Cluster.
• Responsible to handle a team of 15 financial officers.
• Achieved the Best SM title in terms of maintaining the highest meeting percentage and conversion percentage from the leads given to the team.
• Regarded as the Best trainee, for collecting the Highest NBI of Rs. 4.50 lacs on the first day of joining the Company supported from 14 Number of Policies.(This is still regarded as an open challenge to all New Joiners).
• Ranked No.2 & 3 respectively among the “TOP GUNS”(Best FA title on Pan India basis.)
• Been the Gold Club Member of the branch for 8 consecutive months.
• Regarded as the “BEST FA-CLUSTER” for 9 consecutive months.
• Regarded as the “BEST FA-branch” for 13 consecutive months.
• Been selected for 2 International trips (JAS & OND Contests) for exhibiting Best Performances by logging in Collected Premium of Rs. 10 Lacks in a single day.
• Been Successful in handling HNI clients throughout my career as FA.
• Involved in joint calls to improve the sales efficiency of my team members.