Relationship Manager
Qatar National Bank
Total years of experience :13 years, 4 Months
• Supervising Relationship Executives / Customer advisors .
• Assume full responsibility of the branch retail activities.
• Supervise and administer the operating functions of the branch and external visits, documentation of the visits and review contact reports made by relationship executives .
• Direct, coordinate, and plan the activities of branch business development and setting monthly, quarterly and yearly retail plan .
• Follow up target achievement and setting corrective action plans to relationship executives in order to meet business objectives.
• Sell and promote the full range of products to both existing and potential customers .
• Ensure the branch operations are efficient to achieve the objectives of the bank.
• develop sales efforts to achieve the targets and branch profit objectives .
• Develop and maintain large and/or high net worth individual accounts, meet executives, counsel customers on their needs and ensure efficiency of account management.
• Present different facilities requests (loans, mortgage finance, etc...)to the branch manager and concerned credit authorities if beyond the branch limit .
• Provide signature verification on the applications, customer requests, certified checks, and bank drafts.
• Solve problems of non routine nature such as (validity, insufficient funds, and frauds ) .handle customer's reconciliation problems and their request for different information .
• Respond to audit reviews, develop corrective actions, prepare reports to bank management, and provide general counseling to the branch manager .
• Supervise, mentor, coach, train and develop relationship executive .
• Train relationship executives to handle their assigned portfolio of customers efficiently and effectively .train and encourage them to practice cross selling effectively.
• Maintain continuous checks on physical properties, operating environment, equipment ans security to ensure proper working conditions and maximum security .
• Ensure the correct functioning and implementation of the permanent supervision, compliance and money laundering, operational risk and workplace success guidelines
Managing assigned High net-worth segment portfolio and build
effective relationship with the clients to better apply win-win
situation.
•Upgrade existing customers along with cross-selling all exclusive
products to achieve the target.
• Achieving sales target on TRADE products such as POS Machines,
INSURANCE products and CORE BANKING products such as loans,
deposits, cards.etc.
• Attract new safwa clients using sales tools and techniques (new to
bank) - Conducting external visits for potential clients & apply
marketing attacks on competitor clients - Compare & Analyzing
competitor products & rates.
• Delivering the best customer experience -Receiving customer
requests and fulfills required information to make sure
implementation before cut time
• Maintaining professional business relationships to increase
market share for Safwa market segment -Handle customer's
complaints as per the guidelines and Service level agreement
• Insure complying of all Anti-money laundry and terrorism finance
rules.
• Monitor client's performance and keeping current clients data up-
to-date.
Completed highly accurate, high-volume money counts via both
manual and machine-driven approaches.
• Promoted products or services to each customer to consistently
achieve sales targets.
• Upheld strict financial controls by keeping funds secure and
accurately transferring monies.
Achieving monthly sales target and quality benchmark
Career certificate in sales and marketing