Khalid Al Hajeri, Relationship Manager

Khalid Al Hajeri

Relationship Manager

National Bank of Fujairah

Location
United Arab Emirates - Sharjah
Education
Bachelor's degree, English Language and Literature
Experience
10 years, 4 Months

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Work Experience

Total years of experience :10 years, 4 Months

Relationship Manager at National Bank of Fujairah
  • United Arab Emirates - Dubai
  • My current job since July 2023

I develop and maintain business relationships of retail bank customers.

Responsibilities:

- Manage portfolios of retail customers at business relationship level
- Sell banking products to new and existing customers
- Advise bank customers on the most reliable strategies for their wealth growth

Client Service Manager (Private Banking) at Standard Chartered
  • United Arab Emirates - Dubai
  • October 2021 to July 2023

I provided investment services to high net worth clients.

Responsibilities:

- Opened and managed high net worth client accounts
- Oversaw the process of client investment products, account funding, and trades
- Prepared administrative and performance reports of client portfolios

Client Relations Officer (Online Banking) at Commercial Bank International
  • United Arab Emirates - Dubai
  • October 2016 to September 2018

My role was to oversee corporate client transactions and offer solutions to their online banking needs.

Responsibilities:

- Secured 112 corporate clients to online banking system
- Assisted corporate clients in maintenance of their online facility
- Supervised corporate portfolio transactions of total worth AED 3.1M
- Maintained accuracy and clarity in all relevant client documentation
- Prepared new and existing client KYCs and compliance data

Client Service Manager (Transaction Banking) at Abu Dhabi Commercial Bank
  • United Arab Emirates - Abu Dhabi
  • June 2013 to May 2016

I was responsible for processing corporate transactions and ensuring resolution of their cash flow problems.

Responsibilities:

- Processed government (eg. Dept. of Food Control, SEHA) transactions worth a total of AED 24M
- Prepared corporate fixed deposits up to AED 49M
- Resolved client cash flow issues
- Analyzed transaction discrepancies
- Attended and arranged client meetings to boost sales for the Business unit

Personal Banking Officer at Dubai Bank
  • United Arab Emirates - Dubai
  • November 2011 to January 2013

I served retail banking customers at the branch level.

Responsibilities:

- Opened 147 accounts for individual branch customers
- Sold 7 Islamic credit cards to customers
- Contacted 213 existing customers to promote relevant banking products
- Resolved 39 unique customer complaint cases
- Modified customer account information as per their request

Customer Service Executive at AXA Insurance
  • United Arab Emirates - Dubai
  • May 2010 to November 2011

I processed insurance policies for retail customers.

Responsibilities:

- Sold motor and travel insurance to more than 200 retail customers
- Processed renewals of existing customers’ insurance policies
- Applied endorsements to incorrectly processed insurance policies
- Resolved various policy problems faced by existing customers
- Provided technical support to allied insurance brokers

Education

Bachelor's degree, English Language and Literature
  • at American University of Sharjah
  • June 2008

American University of Sharjah, United Arab Emirates B.A. English Language and Literature (2008)

Specialties & Skills

Risk Analysis
Research
Information Quality
Microsoft Office
Microsoft Dynamics CRM Environment
Microsoft Office
Oracle CRM Environment
SAP Business Objects
Microsoft Office Professional

Social Profiles

Languages

Arabic
Expert
English
Expert

Memberships

American University Of Sharjah Alumni
  • Alumni
  • June 2008

Training and Certifications

Behavioral Finance (Certificate)
Date Attended:
June 2023
Transactions Monitoring (Certificate)
Date Attended:
March 2023
KYC & CDD Compliance (Certificate)
Date Attended:
February 2023
Coaching Skills for Managers (Certificate)
Date Attended:
April 2022
Influence Without Authority (Certificate)
Date Attended:
March 2022
Leadership Fundamentals (Certificate)
Date Attended:
February 2022

Hobbies

  • Jogging
    Three times a week on park tracks
  • Writing
    Published first e-book novel online titled “The Third One”
  • Swimming
    Once a week at the beach