Finance Advisor
Barwa Bank
مجموع سنوات الخبرة :20 years, 2 أشهر
•Prioritizing customers needs to meet customers’ expectations.
•Selling end to end banking solution which includes Personal Loans, credit cards, investments, mortgage etc
•Co-coordinating with credit teams to get new companies approved under Barwa Bank
•Building a relationship with the clients and generate business
•Analyze competitive product offerings in terms of features and benefits, as well as pricing.
•Managed all product launches in Barwa Bank.
•Convincing Companies to use Barwa Bank as medium for monetary activities.
•Providing end to end solution to the customers.
•Working with telesales team to enhance overall productivity of the Bank.
•Opening new accounts including saving accounts with deposits.
Co-ordinate with Banks.
•Identifying and developing measurement standards for the improvement of and operational effectiveness.
Planning, and implementing Team goals and objectives.
•Monitoring and evaluated associates performance and provided the necessary feedback for performance enhancement.
Supervised staff of collection representatives.
•Monitored performance of collection representatives to ensure the level of service is maintained within defined parameters.
•Reviewed performance of the team & identifying development needs to maximize performance.
Ensured the training and mentoring of Collectors.
•Conducted one-o-one meeting with the subordinates.
•Closed the credit card accounts, acknowledged and recorded payments.
•Refunded interest and other charges on the customer’s credit card.
•Refunded credit balance on the credit card to the customers.
•Issued cards and PINs upon customer’s request.
• Increased credit limit on customers’ credit card.
•Sent copies of statement of account and issued copies of agreement to the customers.
•Reviewed and rectified the wrong interest charges by checking the applications on customer’s accounts.
•Redirected and re-routed cases to the concerned department.
• Reported accounts with suspicious activities of money laundering to Anti Money Laundering team.
•Investigated and maintained financial profiles of premium card members and monitored any money laundering activity.
•Researched account transactions, demonstrating a keen ability to recognize and resolve discrepancies.
•Transferred payments to other account and other account transactions.
•Developed strong constructive relationships with the institutions assigned
•Ensured posting of transactions on a daily basis so that operating standards were fulfilled.
•Worked closely with Compliance Team and ensured that policies and procedure are strictly followed.
•Coordinated with Credit Bureau.
• Sent customer’s details to 3 party Debt Management Agencies upon the request of management.
•Ensured all practices within the unit comply with the Group’s procedures and more specifically, the compliance related ones.
•Worked closely with other Divisions to resolve issues.
•Achieved award for exceeding quality above 98%
•Awarded for highest productivity.
•Provided process training for the nesting batch.
•Provided floor support to the new batch.
•Conducting Quality analysis on the cases completed by new trainees.
•Ensured all practices within the unit comply with the Group’s procedures and more specifically, the compliance related ones.