Sr. Relationship Officer
COMMERCIAL BANK OF DUBAI
Total years of experience :19 years, 11 Months
Handling personal banking products- Salary Transfer Loan, Current & Savings A/c.
Researching and listing companies after due diligence about financial position and profile.
Providing excellent after-sales service and timely disbursals to customers for repeated business and excellent referral network.
Involved with Direct Marketing of Retail Banking Products - Loan/Credit cards/ Bancassurance
Supervising a team of 8 sales executives and assisting Team leader in daily functions.
Researching and listing companies after due diligence about financial position and profile.
Consultative approach in assessing client requirements and providing a suitable solution
Providing excellent after-sales service and timely disbursals to customers for repeated business and excellent referral network.
Ensuring personal finance and cross-sell targets has been met and exceed expectations.
Consistently achieved personal sales targets and submitting sales reports of the team on weekly basis
Sales and business development function of Retail Banking (Loans, Credit cards & Accounts).
Identify potential companies in preferred areas/segments and giving presentation at various corporate offices for getting bulk business for the bank.
Assisting costomers by co-ordinating with the bank for tracking approvals, pendings and delivery of services in compliance of the bank policy
Account Management- Handling Corporate accounts. Developed and maintained the new accounts. Ensure that the requirements are fulfilled. Obtain and provide information when claims are made.
Providing market feedback & analysis to the sales manager for product improvement.
Involved with Direct Marketing of Retail Banking Products-Credit cards.
Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
Making direct visit and telephonic calls to customers to sell bank products.
Preparing a variety of status reports, including activity, closings, follow-up and adherence to goals.
Taking appointments with clients and attending sales meetings to obtain and provide.
Prepare regular monthly stock & sales reports.
Ensuring receipts of cash and cheque within the deadline.
Implementing various types of productive promotions.