Brokerage Operations Officer
Mashreq Bank
Total years of experience :7 years, 2 Months
• Processing the brokerage requests for the domestic equities in UAE through DFM, ADSM & DIFX for Mashreq customers.
• Ensure processing of opening/closing Trading A/C’s of customers.
• Ensure settlement of cash.
• Reconciliation of stocks of customers.
• Regular monitoring of Margins for key customers.
• Processing of Pledge & Release of Securities.
• Update of customers data and modification if required.
• Analyzing the request, case by case checking customer history, relationship with the bank & revenue generation.
• Ensure proper system updates for all the sales/ service/ customer requests/ reversals etc.
• Ensure that all customer queries and problems get resolved in the least specified time frame and resolve the queries on the first call.
• Collecting the documents for the credit limit increase, second card, supplementary card, standing
• Instruction & submitting to the credit & handling credit issues.
• Activating the credit cards & educating them on the same.
• Retain customers to continue the relationship with bank providing them with the offers & preparing the file based & forwarding it to marketing department.
Working as an Assistance Team Leader in Tele Marketing Banc Assurance unit, some of the key responsibilities are:
Assigning daily targets to team members and ensure achievement of team targets on monthly basis.
Preparation of daily & monthly team performance MIS to evaluate and measure individual performance of staff.
Handle customer related complaints/inquiries & issues with a balanced between risk and services.
Conduct training sessions with team to enhance and increase productivity.
Ensure implementation of KYC, Compliance and AML guidelines.
Monitor staff-customer communications on recorded lines in order to improve the quality of communications with the customers.
F.Sc from Govt. Girls Degree College Zamzama Karachi in the year 2004
