relationship officer
Commercial Bank of Qatar
Total years of experience :14 years, 7 Months
Selling a range of Banking products and services within the Retail Department, Dealing with complaints and inquiries as well as sales promotions and new deals. Involved in training new staff - ensuring they are up-to date on new products / services and all procedures.
Duties:
· Top Advisor in the Team on a regular basis.
· Ensured focus on customer whilst reducing the number of contacts made to CBQ.
· Met all targeted levels of Key Performance Indicators and ensured
the highest level of customer service
· Trained on new products as part of new business sector campaign.
· Increased retention whilst competing with the aggressive, new marketplace.
· Dealt directly with customers on a one-to-one basis to identify and rectify problems.
· Became fully conversant with all software systems.
· Handled calls from new and existing accounts, dealing with a wide range of personal banking inquiries to a high level of customer service.
· Ensured all personal targets were met.
Work with Head of Sales and the RM to development new and existing client relationships with a goal of continuously broadening distribution of services/products & market share.
Duties:
· Provide first rate sales & service to include delivering investment ideas, research and industry analysis to clients.
· Support the generation of investment ideas and working closely with sales team to improve product offerings
· Develop close relationships with centers of influence, office managers, and personal assistants related to Clients network
.
· Generate new relationships and share with key stakeholders for trading ideas, market color, and research ideas
· Inform customers through dialogue about the business offerings.
· Support the preparation of marketing material, pitch books, RFP’s, campaigns and initiatives that expand awareness of UBCI
· Act as the key contact partner and point of sale for clients through a relationship management approach.
· Establish, maintain and further intensify client relationships with new and existing clients, proactively target customers from existing brokerage firms and develop client retention strategies
Maintaining contact and relationships with such individuals, ensuring their needs are met at all times, providing assistance where necessary.
Duties:
· Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of RM’s.
· Provide client service support in accepting and placing orders upon RM and/or client request, responding to client enquiries on account documentation, account balances, account activity, statement information, securities’transfers, security information, general product and/or service information research and initiating corrections to transaction and/or account errors.
· Provide administrative support to RMs and/or Management by maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation and
initiating client contact via phone/meetings as needed to support RM’s.
· Handling any documentation, presentation preparation and mailings, as required.
· Review client portfolios for all updates, answering administrative and operational enquiries.
· Adhere to all the Firm’s Policies and Procedures.
· Provide coverage for other RMAs and Office staff as needed.
· Remain current on the Firm’s Products, Services and system applications
Supporting the BD team by:
· Identifying Tender Opportunities
· Preparing Pre-Qualification & Tender submissions
· Preparing Marketing Presentations
· Attending Marketing Events
· Identifying Potential Opportunities
· Liaising with Partners/Sub Consultants
· Interface with Financial Department
· General Office Management
· Preparation of Marketing Plan
· Market Researches
· Preparing Marketing Presentation
· Preparation of Press Releases
· Attendance at Conferences and Trade Missions
· Follow up to Conference and Trade Missions with Capability Statements, project specific data sheets
etc.