Performance Management Agent
Barwa Bank
Total years of experience :9 years, 0 Months
• Create an incident report for service deficiencies including preventive and actions that should be taken in order to eliminate the root causes of these deficiencies.
• Prepare the status report of SLA Implementations
• Report the result of Performance Management Program and the suggested appropriate actions.
• Facilitate he identification of continuous process improvement initiatives
• Execute different action plans, create reports, suggest appropriate corrective, preventative and improvement actions.
• Creating accurate spreadsheet for the relevant information needed.
• Gathering statements, documents and information from the bank clients.
• Entering and updating information into relevant database.
• Making calls for the CRS and KYC update.
• Monitors the receipt, control and distribution of all incoming and outgoing documents, correspondences and transmittals.
• Monitoring and managing all consumable materials.
• Coordinates with the suppliers for follow ups and deliveries.
• Coordinates with Procurement, Logistic and HSE departments as needed.
Working on Sales for Insurance, Investment product of the bank,
Cross selling of Loans and Cards and doing Customer Service.
FIELD OF WORK: Insurance, Investment, other Bank Products and Services
DUTIES AND RESPONSIBILITIES:
• Has the responsibility of driving sales and achieving the sales target for the assigned bank br.
• Maintaining relationships with customers via meetings, telephone calls and email.
• Visiting potential customers to prospect for new investments.
• Responsible for account opening and other banking needs of the client.
• Spearhead all lead generation initiative from the bank - whether through walk in, data-
mining, referrals and others.
• Support the CRO in his sales effort, in terms of generating benefit illustrations,
accompanying on client calls if required
• Engage the employees of the bank branches in regular discussions to transfer knowledge
about insurance, Company’s product offerings and understand their issues/ concerns about
selling insurance
• Developing good business relationship with bank employees and other bank personnel
• Actively selling of credit cards, time deposits, Savings account and other bank products.
FIELD underwriter
• Responsible in examining and understanding insurance proposals
• Responsible for the collection of background information and assessments of risk
• writing quotes and negotiating the terms with brokers and clients
• Responsible in determining and formulating premiums
• Preparing insurance policies terms and conditions
Loan on Phone and Direct sales (cards and loans) Nov 2014- May 2015)
FIELD OF WORK: Cards, Loan, and Other Bank Facilities through Phone and Direct Selling.
DUTIES AND RESPONSIBILITIES:
• Outdoor selling of consumer financial products which includes credit cards, personal loans and
account opening.
• responsible for meeting and exceeding sales targets as set by the management.
• Adheres to all company policies, procedures and business ethics codes and ensures that they are
communicated.
• Influences customers to buy or retain product or service by following a prepared script to give
product reference information.
• advises present or prospective customers by answering incoming calls on a rotating basis;
operating telephone equipment, automatic dialing systems, and other telecom technologies.
Skills and Qualifications:
• Persuasion, Telephone Sales, Customer Focus, Data Entry Skills, Selling to Customer Needs,
Closing Skills, Telephone Skills, Organization, Energy Level, Persistence, Product knowledge.
• Perform initial appraisal of potential borrowers
• Assess the credit standings of applicants through background research
• Follow up with clients to clarify important points
• Finalize loan contracts and keep clients informed in rules and obligations
• Remain up to speed regarding lending and other financial services
• Create and renew records and Identify customer needs, explore all options and suggest different
types of loans
• Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and
services
Providing client satisfaction by urging them to increase their bank transaction and providing
them better rates on their deposit.
• Ensure to reach the branch’ high performance and meet all the sales targets on all products.
customizing financial solutions to the customer of our bank partners.
• Responsible in identifying the specific banking needs of endorsed clients and customizing
financial solutions to the customers.
• Ensures client satisfaction by providing prompt responses to the client queries and addressing
their needs to enhance client service
• Handle the process of opening Wholesale Bank Group accounts and ensures that related
documents required are in ord
• Maintain proper and efficient filing system by daily update to the file.
• Remain fully updated on the Bank’s policy and procedures, products / services
• cross selling of credit cards, time deposits, Savings account and other bank products.
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