Premium Relationship Manager
Meezan Bank Ltd.
مجموع سنوات الخبرة :17 years, 5 أشهر
Appointed as a “Premium Relationship Manager” in Meezan Bank Ltd. on 07th March 2014 and working till today.
Duties & Responsibilities:
• Generating the potential new leads having certain criteria set by the organization to provide the exclusive services in the premises as well as on other places.
• Maintaining the relationship with premium customers for the potential business for the bank & resolving the issues by understanding the needs of the customer.
• Increasing the relationships with the existing clients of the branch for the cross-selling of different products.
Appointed as a “Relationship Manager” in Samba Bank Ltd. on 03rd January 2013 till 28th February 2014.
Duties & Responsibilities:
• Obtaining the fresh blood (new business) through maximizing personal contacts. Generate potential new leads and with consistent conversion of those leads to have successful sales. Adhere to KYC policies and SBP regulations when bringing new relationships.
• Sustain the customer relationships with trustworthiness and satisfaction to have success. Growing the existing relationships of the branch as well as to develop more customer portfolio by new cliental.
• Accurately processing of documentation and transactions.
• Identifying opportunities for improvements.
• Maintaining customer relationships with loyalty and pleasure to have prosperity. Anticipate and encourage the existing relationships to grow and develop customer portfolio.
• Acquire new business through maximizing personal contacts. Generate potential new leads and with consistent conversion of those leads to have successful sales.
• Selling of multiple standard products to customers based on identified needs.
• Qualifying customer requirements appropriately. Provide guidance to the customers by responding timely and properly to have less complex queries.
• Accurately processing of documentation and transactions.
• Identifying opportunities for improvements.
• Measuring the relationships on qualitative and quantitative metrics by different methods such as Number of compliments and complaints, Customer satisfaction scores, Percentage of loyal versus satisfactory customers, Income through over sales target etc.
• Responsible for developing new businesses as well as to strengthen the organization’s existing relationship with its corporate & other clients. Prospecting new clients & market the benefits of investing in foreign currencies & commodities.
• Process the Customer Loan File from Screening till Disbursal Step from the point of view of Credit & Operational functions (i.e. Data check, Nadra check, ECIB report and process the loan till approval or rejection stage). Marking discrepancies & dealing with Relationship Manager/Officers to resolve the discrepancies.
• Uploading data on daily MIS to forward the updates to the required persons as well as for the upper management.
• Preparation of Weekly & Monthly Sales reports to keep the management updated with the business which helps the Regional Management about Planning of new business strategies & forecasting the market.
• To maintain Stage II documents of Auto Finance & Auto Lease.
• To maintain high quality & assure risk management to have better corporate trades.
• Providing outstanding customer service in enhancing Bank image.
• To work with and support others as part of a team, both within and across functions, and understand the need to work together to create an environment of cooperation and mutual responsibility. To adapt and work effectively with a variety of situations, individuals or groups.
Resume Enclosed
2nd Division