Senior Relationship Officer
Ajman Bank PJSC
مجموع سنوات الخبرة :12 years, 2 أشهر
Selling Multiple products like personal finance, home finance
Managed advisory services for Confidential Corporation, a boutiques benefits consulting and financial advisory firm servicing closely held business, not-for-profits and affluent client on matters related to employee benefit design, executive compensation, estate planning, risk management and wealth management. Led businesses in the strategic development and implementation of their corporate benefits program including executive compensation and risk management to tailor a plan to align with the needs of the company. Managed business risk by capitalizing on financial products to maximize wealth.
Acquire and maintain premium HNWI clientele with a keen focus on generating revenue to bank by building investment portfolios.
Have a good knowledge and comply with KYC & AML requirements of various booking centers.
Provide professional customer service to achieve a high percentage of customer satisfaction & retention.
Constantly update investment portfolios as per the risks - return expectation of the clients.
Manage relationship- banking team (15 Associates) with a key focus on maximizing revenue and territory profitability.
Co-ordinate and maintain cordial relationship with local Asset management companies.
Collaborate with clients to assess individual financial solutions and develop strategic financial planning solutions.
Responsible for creating High Net worth customers for the Bank
Assisting the clients by providing need base solutions
Ensuring fast and high quality services to the customers
Responsible for meeting the set targets of the Bank
Be a team player and achieving collective goals as a team.
Cross selling of Personal Finance & Mortgages
Providing direction, motivation to the team for optimum performance.
Responsible for mentoring & training personnel to deliver quality services.
Identifying training needs and imparting training to the the team members
Defining & implementing strategies for market penetration
Providing targets for Executive's and providing Plans for achieve Target
Investment Banking Program is the premier advisory training course designed to deliver advanced practical transaction knowledge and skills to establish a career in a corporate finance or an investment banking environment advising clients.