Relationship Manager
National Bank of Fujairah
مجموع سنوات الخبرة :10 years, 4 أشهر
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
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
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
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
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
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
American University of Sharjah, United Arab Emirates B.A. English Language and Literature (2008)
