Financial Relationship Officer
CITIBANK- UAE
Total des années d'expérience :8 years, 6 Mois
Identifying potential customers and convincing them to acquire the Credit card, Personal finance and explained numerous amount of clients about the benefits that associate with availing the product from bank
Maintaining relationships with new and existing customers through regular company visit or follow-ups
Demonstrating the features of a product and services through kiosk events and marketing promotion.
Providing excellent services and develop long term relationship with customers to obtain more leads of potential clients
Achieving of individual targets and team goals across all products (Credit Card, Personal Loan)
ACHIEVEMENTS:
International Champions’ Forum Award 2020 and 2021
Top in UAE CBM Award Winner 2020 and 2021
Record holder of highest number of productivity in card and loan’s sales in UAE
Doing cold calling and visit companies across the UAE to identify the potential customer and achieving the targets
Convey brand information to customers and respond to question and queries that arise
Maintaining relationships with new and existing customers through regular visits or follow-ups
Prepare daily and monthly reports DSR for follow and selling the product to customer
ACHIEVEMENTS:
Target achieved monthly and earned incentive in each month.
Doing marketing and KIOSK setup for providing information regarding our product in social media, cold calling and visit companies across the country to identify the potential customer and achieving the targets
Introduce the Islamic products to the customer and guiding them about product, helping and giving advise in decision making and lead generation
Identified potential buyers and convinced them to buy the debit card, Personal finance, Auto finance and Bank deposit mobilization (CASA) explained numerous amount of clients about the benefits that associated with the purchasing the products from debit card, personal finance, auto finance
Ensure high level of consumer satisfaction by building and maintaining good relationship with potential customers
Verifying the documents and submitting with 100% success ratio, provide after sales services
Coordinate with corporate and premium customer and other loyal customer in deposit mobilization and provide detail of cross sell product.
Prepare daily and monthly reports and update to sales manager about bottle necks and customer feedbacks.
Deals in branch teller and cash services and providing good services to customer
Coordinate with corporate and premium customer and other loyal customer in deposit mobilization.
Do ADC services such as Phone Banking (Activation), ATM Card (Issuance, replacement) and SMS Banking
Deals in process of RTGS Inflows and Outflows of corporate clients.
Daily RTGS Consolidate Sheet from NIFT reports for Pan Pakistan Branches Position.
Deals in local Remittance (Issuance, stop and cancellation of POs), Quarterly reporting such as Schedule K.
Do Monthly reporting such as WHT statement and Rate Wise Sheet and Dealt with Internal /External Auditors
Dealing in all clearing functions such as inward / outward, same day clearing, Intercity, US dollar Clearing and OBC.
Do Daily Balancing Of Pay Orders, Suspense Accounts, Remittance, Other Payable /Receivable and Cheque Books.
Issuance and Activation of Cheque Books.
Masters in Business Administration (MBA) Specialization in Finance
• Bachelor of Commerce ( University of Karachi)
Institute of Chartered Accountant 2008 • Module A
DJ Sindh Govt. Science College 2007 • FSC- Pre Engineering
Ladybird Grammar School 2005 • SSC- Science Group
