Relationship Manager
Mashreq Bank
Total years of experience :17 years, 6 Months
To sell Insurance, Bonds, Mutual Funds, ETFs, Structured Notes, SIP & Fixed Deposits.
To open Mashreq Gold account, provide Mortgage Loan & CC
Single point of contact for all existing clients and cross-selling of clients Ensuring client service as pert he Bank service standards.
Solid Analytical, negotiation, decision-making and problem- solving skills. Good understanding of global and regional financial markets and products.
To sell Insurance, Bonds, Mutual Funds, ETFs, Structures Notes & General Insurance of (Zurich, MetLife, FPI, LIC, Salama, AXA, Union, Oman, Alliance & RSA) • To analyze the market for the current trend and devising strategies to meet new challenges.
• To arrange the roadshows and displays to increase awareness and to generate fresh enquires which help to achieve target and buildup new business
• Highly goal-oriented & self-motivated
Liaison with KIZAD Authority, ADCD, ADDC, EAD, Contractor & Consultant. Planning and analyzed Time/Cost /Schedule /resource and manage all Kairos Banking operations.
To manage Individuals, HNI & Corporate clients.
To sell Insurance, Bonds, Mutual Funds, ETFs, Structured Notes and SIP.
To sell multi-Product (Credit Card, PIL, LiabilitiesProduct. and Fixed Deposits).
Ensuring client service as per the Banks service standards with a better understanding
To Open the Citi Gold account
To sell Insurance & Investment products.
Doing cold calls & roadshows to generate fresh enquires which help to achieve
target and buildup new business
Dissertation report: Impact on ADCB while working on weekends