Employee Banking Advisor
Hsbc - United Arab Emirates
Total des années d'expérience :12 years, 5 Mois
Exceed sales targets to drive business growth.
Cultivate and maintain strong client relationships.
Stay abreast of industry trends and regulatory requirements.
Assess customer needs and offer tailored financial solutions. Continuously enhance product knowledge and sales expertise.
Provide exceptional customer service and promptly address inquiries. Educate and guide customers on diverse banking products and services.
- Consistently met and exceeded department expectations for productivity and accuracy levels.
- Identified marketing potentials and formulated business strategy, including pricing and
targets. Also set strategy for governmental and major accounts; presented to clients
1. Direct the overall sales operations in assigned area of responsibility
2. Achieve sales target with specified gross margin contribution.
3. Negotiating and closing sales by agreeing terms and conditions.
4. Identify resale opportunities, and support them to achieve sales plans.
5. Maintaining and developing long-term relationships with potential clients
6. Prepare presentations for clients & attend when needed
1. Buying and selling shares for clients in the capital market
2 Review portfolios of clients
3.solving the problems of customers and provide the best possible service
4. Providing financial advice to customers
Very good