Corporate Banking Officer
Commercial Bank of Qatar
Total years of experience :19 years, 2 Months
Spearheaded end-to-end insurance management for the bank, encompassing client engagement, liaison with brokers, and orchestrating client meetings to promote corporate insurance products.
Identified deficiencies across various insurance domains including marine, SMEs, property, and third-party liability, devising strategic solutions to address these gaps and drive insurance portfolio enhancement.
Achieved a substantial increase in bank commissions, elevating from 5% to an impressive 20% through effective collaboration with partnered insurance entities.
Developed comprehensive presentations delineating gaps and remedies within the bank’s insurance sector, facilitating informed decision-making and strategic planning.
Responsibilities:
Sell MetLife life, accident and medical insurance policies to QNB account holders.
Sold policies worth $500000 on an annual basis for the last 2 years
Customize insurance programs to suit individual customers, often covering a variety of risks.
Book appointments for QNB First customers for Wealth Management
Conduct product and process training for new entrants
Prepare reports and make recommendations to management
Resolve customer complaints by investigating problems and develop solutions
Analyse client’s current portfolio to recommend new products
Responsibilities:
Managed day-to-day planning and operations of the team to ensure logs are downloaded on time
Managed leave, absenteeism, timely reviews, performance appraisals of the team
Managed the schedule of commercial and presentation logs, (Star Plus & Life Ok India and International channels)
Co-ordination with Ad Sales, Ops Control, Strategy, Programming
Achievements:
Awarded for handling Promo Optimization (System Automation) in Star Tv
Trained and developed new joiners in handling daily tasks like downloading logs, activating promos, handling sales inventory.
Responsibilities:
Managed a team of 16 advisors and 1 Team Coach
Managed day-to-day planning and operations of the team to ensure customer service delivery, SLA of the department, efficiency, leave and absenteeism
Conducted a soft skills training called MAGIC (Making a great impression on customers)
Conducted periodic performance appraisals (Monthly, Quarterly, Half-yearly & Yearly) and feedback sessions for the advisors and provide on-time feedback
Coached the team in order to ensure the quality of customer experience meets the appropriate standard
End to End monitoring of Customer Satisfaction surveys and implementing process changes to increase customer satisfaction
Monitored calls and providing detailed feedback for continuous enhancement to match with the service delivery
Handled projects for Customer Satisfaction and Efficiency Improvement
Lead, Developed and Coached Executives to deliver excellent customer service and selling new products (Lead Generation)
Achievements:
Awarded for best customer satisfaction scores in the department, as a Team Leader, in Hutchinson 3 Global Services Pvt Ltd (From 77% to 91%)
Awarded best Team Leader for 3 quarters in one year, in Hutchinson 3 Global Services Pvt Ltd
Responsibilities:
Managed a back office team of 10 advisors and a front line team of 9 advisors
Advise customers for better returns on pension schemes after being certified (CFP)
Coached the team in order to ensure the quality of customer experience meets the appropriate standard
Monitored calls and providing detailed feedback for continuous enhancement to match with the service delivery
Conducted training needs analyses and facilitate / impart process & soft skills training for the team
Lead, developed and coached Executives to deliver excellent customer service and selling new products (Lead Generation)
Handled projects for Customer Satisfaction and Efficiency Improvement
Achievement:
Awarded for best average handling time for 9 consecutive months in Prudential (510 secs)