Customer Services Executive
U Turn Tax Refund LLC
Total years of experience :26 years, 7 Months
customer and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedure.
Ensures all required documentation is obtained from client in correctly-completed format within specified time frame to avoid rejections/re-submission of claims.
Manage enquiries from clients, customer complaints and liaise with related parties for follow-up actions and handle account-related services.
Deal with administrative duties involving tax claim compilation: Invoice separation, calculation of VAT amounts, creating letters of explanation for clients to sign, collection of all country required documents.
Compliance Officer
Dubai Outsource Zone, Dubai, UAE
Mashreq Bank
May 2016 - February 2017
AML review and monitoring of accounts as required for KYC / AML policy and Compliance SOP.
Data analysis of various compliance reports.
Conduct AML enquiries/ investigations upon directives received from the Compliance Manager on an on-going basis as per the latest regulatory requirements and internal compliance guidelines, policies and procedures.
Review / clearance of Payments / Foreign Trade referrals from Sanctions perspective.
Assisting in preparation of Suspicious Transaction Report (STR).
Specially assigned for a Compliance Project for Audit and Data Mining.
Sales Support Coordinator
King Abdul Aziz, Sharjah, UAE
Mashreq Bank
April 2014 - April 2016
Screen / evaluating applications that are submitted to ensure that the product is in accordance to company’s policy and quality of checking/ scanning.
Ensure that the reject rate is less than 5% as well as ensure satisfactory audit.
Manage Red Flags such as MER, ONR; provided to make sure that the account opening exemptions do not reach an escalation to the senior management.
Liaise with Sales and Operations for all application processing.
Check daily disbursals, sending originals by keeping transmittal records with ZERO escalation, prepare internal reports and email correspondences.
Maintain Safe In & Out register for effective Chubb Management / Key Register / UFR log and Shredding Log.
Responsible for the security cheque register and logs for shredded cheques.
Ensure all admistrative requirements are fulfilled for the respective units.
Provide assistance to newly joined staff and ensures that all accreditation programs are attended.
Senior Sales Officer - Dubai, UAE
Mashreq Bank
January 2013 - March 2014
Meeting, exceeding Sales Targets and achievement of goals based on Key performance indicators.
Conduct appointment with customer in profiling them, obtaining customer’s financial sources and closing sales by providing the best solution according to clients needs.
Attend trainings to know more about the product to be able to sell and monitor the customer’s preference to determine focus of sales efforts.
Undertakes proactive promotions in enhancing the awareness in products, services, policies and procedure of the bank.
Develop marketing strategies to compete with other providers of the product.
Sell various types of insurance policies to businesses and individuals on behalf of the insurance companies.
Attend meetings, seminars and programs to learn new products as well as sales practices.
Contact underwriter and submit forms for processing and obtain binder coverage.
Call on policy holders to deliver and explain the policy.
Using a database, contact prospect clients, set appointments and do Fact Finding. Provide information about the premiums and explain the policies. If needed, customize insurance programs to suit the need of the client.
Develop marketing strategies to compete with other companies that are selling insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Monitor Insurance claims and renewals, as well as book keeping and maintain records to ensure that policy is settled equitably.
Perform administrative tasks such as maintaining records and handling policy renewals.
Provide support to the General Manager and Operations Manager.
Responsible on all email correspondences as well as scheduling meetings, memos, taking minutes of the meeting and properly disseminating to the concerned departments.
Screen phones call and handling customer requests and inquiries.
Maintaining a good customer relation, keep a proper database customer files and information.
Take orders via phone calls or emails, enter the orders in the system and ensure delivery on the date promised.
Organize the personal files of the managers, keep diaries, schedule appointments, take minutes of the meeting and handle corresponding memos.
Responsible for all aspects of management and administration job such as filing, keeping track of the general files of the company, employees for the following contracts, attendance, salaries, leave dues, health cards, etc.
Responsible for acquiring new customers for credit cards and motor insurance.
Discuss the offer and the terms and conditions of the products and ensure that the customers are aware about the promotions that are beneficial to them.
Achieve and exceed individual targets.
Develop an active sales pipeline or database of qualified prospects.
Update the customers on the application status and customer enquiries.
Provide quality customer service and improve relations with the customer constantly.
Managing and updating the Direct properties of the Landlord in the accordance to Renewal notices, Tenancy Contracts and complaints.
Present leasing/purchase offers to clients and act as intermediary in negotiations between buyers and sellers.
Generate lists of properties that are compatible with client guidelines, coordinate appointments to seller and arrange show-around to prospective buyers.
Responsible of planning and carry out of marketing campaign in aiming of increasing sales.
Providing information to customers if needed, update and maintain customer logbooks.
Creating and editing presentations. Documents, memos and reports.
Provide quality Support not only to the Top management but to other colleagues and be a team player.
Perform administration duties such as taking charge of petty cash, maintain employees records, handle business correspondence
Perform all administrative duties for the office and staff in coordination with the management.
Maintain employee’s records and follow up matter relating to benefits, attendance, salaries, leave, employment contracts etc…
Handle business correspondence and reports
Organize meetings, appointments, conferences, travel itinerary and ensure workable time table.
Maintain a professional organization in an appropriate manner, in absence of the managers.
Provide support to the top management that pertains to email correspondences as well as scheduling meetings, memos, taking minutes of the meeting and properly disseminating to the concerned departments.
Manage MIS, muster roll maintenance, wages preparation and disbursement.
Handle bank reconciliation, petty cash, cheque payments and revenue income.
Organize cash, bank ledgers and sales
Handle invoicing and settlement of receivables
Control purchases by using LPO and purchase requisition process.
Responsible for all aspects of administration / HR related duties such as filing, keeping track of the general files of the company, employees for the following orientation, contracts, attendance, salaries, leave dues, health cards, etc.
If needed assists Ticket Booth counters or the reception and switch boards duties.