Finance Executive
Abu Dhabi Islamic Bank (ADIB)
Total years of experience :19 years, 2 Months
Achieved the allocated targets assigned by the management strategically implementing the action plans designed by the
marketing department.
* Identified potential customer to conduct sales visits, build robust relationship to procure incremental sales and expand
the existing customer base.
* Ensured total customer satisfaction addressing all queries and grievances to ensure resolution of critical issues in an
amicable manner.
* Provided the management with valuable market feedback pertaining to competitor activities, new product launches and
market trends.
Key Responsibilities:
* Implement marketing strategies designed by the management to focus on the target customers and achieve the set goals
and objectives.
* Build strong business relationship with the existing customers, professionally addressing individual queries, inquiries and
grievances adhering to the organizational policies and protocols.
* Focus on the target customers to address individual needs through execution of planned sales visits for one to one
interaction to probe the scope for business enhancement.
* Enhance the visibility of the product portfolio highlighting the unique features and benefits offered to the clients providing
option to choose from the range of products offered.
* Submit mandatory documents and reports maintaining accuracy and adhering to the set time deadlines to assist the
management with information for further deliberation.
* Conduct review of sales performance periodically as mandated by the management, highlighting variances and generating
solutions to address the discrepancies.
* Monitor market trends, customer demands and competitor activities to report to the management and devise action plans
to en-cash on the opportunities available.
(SIB)
Significant Achievements:
* To create and maintain relations with existing and potential customers identify and initiate selling and cross selling
initiatives, and provide ongoing high quality customer service, with the aim of achieving set targets, and contributing to
the profitable of SIB, in line with strategic guidelines and bank procedures and policies .
Key Responsibilities:
* Acquire new to bank, potential customers for banking products via daily sales calls and visits.
* Customer's complaint resolution through proactive customer service.
* Establish, build and maintain effective relationships with key customers.
* Identifies and establishes new relationships, consistent with the banks retail objectives, so that SIB market share is
maximised.
* Achieves and maintains monthly and yearly sales targets, follow up achievements and take corrective action whenever
needed to keep sales targets achievements within track.
* To maximize products sales by making proactive sales efforts and capitalizing on cross selling retail banking products in
order to achieve the sales targets.
* To provide ongoing customers, market feedback to the branch manager to improve business and processes to assist in
capturing the market share to meet the banks targets .
Identified potential customers to implement action plans, highlight the products available and addressed queries to
achieve high level of conversion and generated incremental sales.
* Built robust business relations to implement marketing strategies and successfully achieved the set targets through cross
selling of products.
Key Responsibilities:
* Addressed inquiry calls and managed existing customers focussing on the needs and requisitions to highlight the product
portfolio best suited to satisfy the individual customer requisition.
* Managed to resolve customer complaints and grievances as per the policies and protocols devised by the management to
ensure retention of the existing customers and conversion of new customers.
* Assisted the customers choose the financial products and services that suit their requirements to enable achieve high level
of customer satisfaction.
* Generated sales lead for bank products including personal loans, credit cards, credit facilities and Bancassurance
enhancing the overall product visibility and implementing effective cross selling techniques.
* Encouraged the customers to avail facilities including wire transfer of funds and make utility payments thought the online
channels and IVR service.
* Ensured preparation and submission of the mandatory reports and financial statements adhering to the quality
parameters and the time deadlines.
* Kept the data base up-to-date making all the necessary entries regarding new customers and inquiries to follow up on and
broaden the coverage of the organizational promotional plans.
* In charge of interacting with clients and providing them proper information concerning the products and the services
offered by a certain bank.
Telecommunication
Significant Achievements:
* Worked closely to coordinate with the network team and technical team to maintain a continuous knowledge of service
status in order to identify potential issues and/or opportunities within or related to the service.
* Resolved billing and service complaints and referred grievances to designated departments for further investigation and
ensured speedy resolution of issues.
Key Responsibilities:
* Managed the client communication and addressed critical issues to ensure efficient resolution of conflicts adhering to the
organizational policies.
* Conducted review of all the major deliverables including strategic brief, functions spec and tech spec as per the
expectation of the management.
* Updated with the product knowledge to address customer queries and maintained the quality standards for service
delivery to meet the client expectations.
* Followed up on existing clients to ensure renewal of contracts and retained the existing customers guarding against
competitor activities.
Significant Achievements:
* Improved sales performance and generated incremental revenue attracting customers with quality of service, optimum
product pricing and prompt servicing.
* Projected a highly professional image of the organization with high level of cleanliness, proper uniforms for the staff
members and adhering to the highest level of appearance standards.
* Maintained consistent Food Safety protocols to provide consistent high standards of food products to suit the individual
customer needs and expectations.
Key Responsibilities:
* Responsible for the overall management of operations and customer service management adhering to the SOP designed
by the management.
* Imparted training to on-board new recruits to achieve the goal of shaping up the new team members to achieve the
objectives set by the management through apt execution of their responsibilities.
* Implemented promotional strategies to create greater visibility of the organization and its product range highlighting the
competitive product pricing and quality of service to attract new customers.
* Managed the processes to minimise the costs and controlled the food, beverage, supply, utility and labour costs to enhance
the organizational profitability.
* Monitored the inventory levels on a daily, weekly and monthly basis to prevent overloading of slow moving items and
prevent scarcity of fast moving products.
* Prepared the mandatory reports including sales analysis and sales forecasts with high level of accuracy to submit to the
management within the specified time frame.
Significant Achievements:
* Analysed market trends to explore new opportunities and generated sales promotional plans to tap potential customers
and achieve the allocated targets set by the management.
* Maintained up-to-date product knowledge to efficiently handle customer service and make effective product presentation
to ensure maximum conversions.
Key Responsibilities:
* Managed the implementation of the strategic action plans to generate new business and achieved the development
objectives set by the management.
* Handled the servicing of a large base of accounts monitoring the investment accounts sold to clients and kept track on the
changing market scenario to maximize the operational profits.
* Created brand image and built a reputation for the branch rolling out exemplary service to cater to and meet the customer
expectations pertaining to financial services, finance management and creating value for customer investments.
* Ensured timely and accurate submission of the reports and statements as per the requisition of the management
maintaining the expected level of accuracy and punctuality.
.
Role & Responsibilities: Managed sales services for the assigned products including Samsung & Nokia Mobile Phones.
Addressed customer inquiry calls and handled customer complaints to ensure total customer satisfaction. Handled
administrative issues as and when required.
Reviewed the invoicing processes to ensure accuracy along with various other accounting documents
and records. Updated and maintained the accounting journals, ledgers and other records detailing financial business
transactions. Managed data compilation and the preparation of the mandatory reports. Reconciled records with internal
company employees and management; external vendors and customers to recommend action steps for resolution of
discrepancies.
- Major