Wealth Management / Investment banking / insurance
Nexus
Total years of experience :19 years, 11 Months
• Wealth management & investment - Authorized consultant
o Funds and Asset management
o Conducts business development and relationship building activities with potential clients within the region to grow the business
o Build up and maintain client relationships by fulfilling their needs with the financial and Investment product solutions
o Educate clients on the usage of different investment products and strategy & Develop their business with the aim to help managing their total assets
o Producing file notes after any client meetings, summarizing any additional actions required, including follow-up calls
o Analyze & Forecast clients financial needs, great and apply plans match clients demands
o achieve all business targets, and build good relationships with clients and expand the client base and Assets Under Management
o Build large pool of clients and network and proactive potential clients needs and questions
o Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
o Being responsible for the financial & service transactions for one’s own portfolio of customers: deposits, transfers, withdrawals, bill payments, subscriptions, redemptions, Switching etc
o Achieve agreed financial targets by development of existing and new relationships and client satisfaction
o Compliance with legal requirements, industry regulations, organisational policies and professional codes
o Complying with the policies on retailing of investment and insurance products, adhering to the set investment and insurance sales process of Needs analysis and product
o Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
o Marketing and business development , bring new client, account managing
o Propose realistic and affordable financial solutions & Understanding of global capital markets.
o Providing product information and timely updates on banking and investment products and thus actively seeking to acquire, deepen, retain and satisfy profitable relationships. 8. Monitoring and stemming attrition of customers and AUMs
May 2007 Jan 2009 Groupe Banque Populaire Commercial Banking Central Strategy Team
Jan 2009 Dec 2012 Groupe Banque Populaire Commercial Client Relationship Manager
Review Current Business Financial Needs
o Recommend Various Suitable Banking Products (Loans, Credit Cards, Over Drafts. Insurance, etc)
o Commercial Account Opening Procedures
o Client Expectation Management
o Reviewing clients credit worthiness
o Advising Clients on future banking facilities
Business Management ,