Relationship officer
Mashreq Bank
Total years of experience :9 years, 4 Months
As a Relationship Officer at Mashreq Bank for Personal Loans and Credit Cards, My job responsibilities would include:
1. Meeting and exceeding sales targets by acquiring new customers and cross-selling products to existing customers.
2. Developing and maintaining strong relationships with customers to ensure customer satisfaction and retention.
3. Conducting credit analysis to assess the creditworthiness of loan and credit card applicants.
4. Providing guidance and support to customers in selecting the most appropriate product based on their financial needs.
5. Maintaining accurate records of customer interactions and sales activities in the bank's CRM system.
6. Staying up-to-date with market trends, competitor activities, and regulatory changes.
7. Collaborating with internal teams such as credit, operations, and compliance to ensure smooth processing of customer applications.
8. Participating in marketing and promotional activities to increase brand awareness and customer acquisition.
As a Relationship Manager at Dubai Islamic Bank for Retail Branch Banking and Liabilities, My job responsibilities would include:
1. Developing and maintaining relationships with existing and prospective customers to ensure customer satisfaction and retention.
2. Achieving sales targets by acquiring new customers and cross-selling products to existing customers.
3. Providing guidance and support to customers in selecting the most appropriate product based on their financial needs.
4. Conducting credit analysis to assess the creditworthiness of loan and credit card applicants.
5. Ensuring compliance with banking policies, procedures, and regulatory requirements.
6. Staying up-to-date with market trends, competitor activities, and regulatory changes.
7. Collaborating with internal teams such as credit, operations, and compliance to ensure smooth processing of customer applications.
8. Managing and growing a portfolio of high net worth customers.
9. Providing excellent customer service and resolving customer complaints in a timely and effective manner.
10. Participating in marketing and promotional activities to increase brand awareness and customer acquisition.
As a Senior Financial Consultant at Dubai Islamic Bank for Retail Branch Banking and Liabilities, My job responsibilities would include:
1. Providing financial consultation to customers on investment, insurance, and wealth management products.
2. Developing and maintaining relationships with existing and prospective high net worth customers to ensure customer satisfaction and retention.
3. Conducting financial analysis to assess customers' financial needs and goals.
4. Providing guidance and support to customers in selecting the most appropriate investment, insurance, and wealth management products based on their financial goals.
5. Ensuring compliance with banking policies, procedures, and regulatory requirements.
6. Staying up-to-date with market trends, competitor activities, and regulatory changes.
7. Collaborating with internal teams such as credit, operations, and compliance to ensure smooth processing of customer applications.
8. Managing and growing a portfolio of high net worth customers.
9. Providing excellent customer service and resolving customer complaints in a timely and effective manner.
10. Participating in marketing and promotional activities to increase brand awareness and customer acquisition.
I hold a Bachelor's degree in Commerce from NICE, which has equipped me with a strong foundation in accounting, finance, and business management. This degree has provided me with the skills and knowledge needed to excel in a variety of roles within the business world.
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