finance advisor and customer service
Banque Saudi fransi
Total years of experience :14 years, 11 Months
Provide the customers personal finance. and advice them to invest in project which will touch the customer needs.
Also provide my clients mortgage or home finance if the product suitable for the client and advice them to invest with the trusted developers.
established new company's to list in the bank system by arranging meetings with the company's management and convince them preparing the company documents.
to provide the employee's home loans or personal loans.
leading a team of 6 persons fom third quarter of 2017 by coaching them to reach our team target by planing with them how to do it.
•Maintaining and developing relationships with existing customers via meetings, telephone calls and e-mails.
•Visiting potential customers to prospect for investments.
•Acting as a contact between our company and the client.
•Building relationship with a range of stock holder e.g. customers, suppliers, colleagues.
•Extend marketing opportunities with existing clients.
•Tirelessly prospect new customers to meet and exceed stated marketing goals.
•Negotiating the terms of an agreement and closing deal.
•Gathering market and customer information.
•Recording calls and sending information about company.
•Reviewing own sales performance, aiming to meet or exceed targets.
Gaining a clear understanding of customers’ businesses and requirements.
•Continually probe client and prospect needs.
•Handling all correspondence and organizing contact between marketing executives and their clients.
•Maintaining customer records.
•Processing the procedures of opening account.
•Preparing estimates and quotations for customers.
•Keeping records of sales targets and actual figures and compiling them into reports for management.
•Promote the company as a leader in direct marketing services for the industry.
• Establish and maintain mortgage loan accounts with individuals through cold calling and company visits.
• Discuss mortgage terms and other services to clients thoroughly.
• Explain company procedure to clients to ensure customer satisfaction.
• Advice customers to invest in projects that meet their needs and wants.
• Create relationships with approved developers for the company.
• Attend all launching to increase my network and gain more experience.
• Follow up with clients to through via phone or email on regular basis.
• Demonstrated ability to gain customer trust.
• Handling all kinds of cases with high quality performance.
• Reporting to my line Manager (Developer Sales Manager ) by doing a daily sales report.
• Handling a team of 12 to 15 sales officers in Personal loans department for first one and half year.
• Senior team leader for second year by handling tow teams each one of them is 12 to 15 sales officers.
• Tran them and explain to them what is the best ways they can use to reach their targets.
• Helping my teams by doing the monthly plane for them and explain to each one of them how to reach our plan target, and how to put plans by themselves.
• Allways trying to get and open a new ways to develop and increase the business to the teams as well as to the bank by doing a regular visits to the high profile companies and building with this companies a strong relations to make sure the sales officers can enter the company and he can find help from the management of the company.
• Follow up with the teams by doing daily meeting to make sure that the business is going on in a correct way and avoid any problems may the teams is facing and solving cases problems.
• Allways pushing my teams to focus on high profile customer and also to focus on quality of business and make sure allways the customer is satisfaction.
• Evaluating the team weekly performance and results.
• Reaching my monthly and yearly target with high quality performance.
• Calculating incentive schemes and evaluating team performance for incentive bonus.
• Reporting to my manager on monthly basis concerning achievement versus target.
• Discussing the market and customers needs with my managers and suggest them how to develop the business and my vision to increase the business in the weekly meeting.
• Exceeding the department and the management expectations.
• Achieving my monthly target by number of cases and volume.
• Dealing with high profile customers (local and expatriates).
• Up selling for the bank products (personal loans, small business loan, smart loan, credit card, overdraft and opening accounts).
• Having very good relation with a very big organizations and high profile companies in UAE which is help me a lot to list some of them in the bank to give them chances to deal with the bank and getting bank facilities and open new market to get more business for achieving my target.
• Exceeding customers' expectations.
• Always trying to get a new ways to develop and increase the business to the bank.