Personal Banking Officer
MeezanBankLimited,Bahawalpur
Total years of experience :5 years, 4 Months
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue. Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
Good interpersonal and communication skills
Good customer relationship management skills
Good people management skills
Presentation skills
Prepared and delivered investigative reports and briefings. Ordered, unloaded, sorted and tracked supplies and equipment needed for unit activities. Oversaw teams planning, implementing and realigning field and base operational strategies. Managed all aspects of administrative and personnel needs of ground supply operations. Handled administrative requirements, maintained records and submitted operational reports. Increased customer satisfaction by resolving issues. Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Devised strategies to perform at required goal level and achieve monthly quota. Managed book of business to maintain positive relationships and make effective financial or client-related decisions. Identified key entry points to enhance market penetration and maximize returns.