senior associate
commercial bank of Qatar
Total years of experience :12 years, 9 Months
Handling and attending calls for Private Banking customers and SADARA Wealth Management customers.
Handling the mailbox and cascade customers' cases to the correct concerned departments to avoid any delay in TAT.
Maintaining good relationships with wealth Management customers to improve customer satisfaction.
Handling customer's inquiries & complaints.
Ensure customer's satisfaction throughout the call.
Following-up wealth Management and VIP customer's requests with their Relationship Managers to ensure all requests have been fulfilled
• Welcome Guests.
• Assist guests by providing general information about the department as necessary.
• Make appointments for guests in the E-Hope system and complete appointment card if required.
• Maintain waiting lists of the guest.
• REceive and register guests in E-hope system.
• Create a file electronically for the guest if first time in al ahli hospital.
• Scanning all the documents needed for regestration eg. Insurance, QID, registration form.
• Process and charge the guest for the visit as per the visit type.
• Responsible for processing any cancellation or refund of investigation attaching all suporting documentation duly signed off.
• Explain to the guest where the investigations exceed the insurance limits.
• Upload the insurnace claim form and other documents then send to insurance pre-approval section.
• Follow-up on queries from the insurnace companier by liaising with the doctors and sending additional information requested.
• Check all output reports and framing with Opera for accuracy. Check that the discounts are authentic data.
• Check banquet functions and to satisfy itself that the charges are according to the orders of the banquet event.
• Check and reconcile the daily sales in retail outlets.
• Audit Recipes F & B and other generated hotel and accuracy.
• Separate and audit GSA daily work for accuracy.
• Check the transactions by credit card for accuracy. Ensure that the summary of the details of POS agree with Opera reports.
• Check the authenticity of all FO paid outs / promotions and promotions and output accuracy.
• Checking Accounts with PM on daily basis and permanent folios.
• Prepare daily and monthly reports for management.
• Prepare a spreadsheet to show the balancing of all interface account.
• Maintain and control the Minibar lost posting for accuracy of write off reporting.
• Check that revenue and adjustment posting for the day are correctly posted using the right revenue and adjustment code and authorized by the Line Managers
• Maintain a file of all accounting audit reports monthly for internal and external purpose.
• Preparation and posting of monthly journal vouchers.
• To ensure that all reports exported from PMS to excel to Arabsoft (oracle accounting system) are balanced daily.