sales manager
Al Ahli Bank of Kuwait
Total years of experience :13 years, 7 Months
Responsible for the development and growth of the Wealth Management division
through managing & increasing existing High Net Worth customers portfolios,
acquiring NTB clients, managing customers’ finances, providing comprehensive financial
planning driven by the life goals of the clients aiming at maximizing the revenues.
1. Manage existing portfolios of High Net worth Individuals (HNWI) while acquiring
New-to-Bank (NTB) customers through assisting clients in planning and achieving
their life goals to provide them with the most suitable offering.
2. Provide a professional dedicated relationship through the implementation and
continuous revision of customers’ financial plans and active management of the
customers’ assets and finances.
3. Gather relevant information about clients, examine their financial status and
propose a strategy or a plan for how they can achieve their goals while
maximizing the revenues.
4. Responsible for financial planning through performing financial risk profiling,
asset allocation and re-balancing of portfolios in order to ensure that all customer
data are up to date, and that quarterly updates on each customer’s financial
situation and goals are obtained.
5. Solve all customer issues and strive to achieve the highest standard of quality
through professional customer handling.
6. Coordinate effectively with support units to ensure that customers’ requests are
processed timely and efficiently.
7. Develop knowledge and information continuously about competitor activity,
pricing, and tactic and communicate feedback and suggested improvements to
product managers and support functions.
Sell customer banking products (CASA-Term-Funds-Loans-Creit cards-Bancassurance) to existing and new
branch customers .Cross sell products based on customer potential and needs and prepare a daily sales report
including all sales activities.
Ensure that all customer interaction begins with the standard service greeting.
Strive towards meeting and exceeding customer expectation and requirements in each interaction.
Be vigilant and alert on any possible fraud/risks and provide feedback to direct supervisor for guidance and
assistance.
Coordinate with departments/units to resolve any problems and queries.
Introduce and promote alternate channels to customers to reduce traffic in branches.
Maintain and meet the service quality standard that has been set.
Processing all counter transaction including remittances, drafts and payment orders.
Maintain zero risk of cash differences by diligently.
Deal with all financial transactions problems like cash shortage or excess, possibility of frauds.
Processing operational transactions requested by customers (transfers-outwards)
Cheques clearing.