Vice President - Sadara Privileged Banking
The Commercial bank
Total years of experience :13 years, 9 Months
● Managed a portfolio of HNW clients along with a team of 3 relationship managers responsible for a portfolio of affluent and HNW clients
● Managed the flow of day-to-day operations
● Developed relationships with the clients, conducted meetings to update, review and develop financial goals
● Offered advice and provided information about various investments to help clients manage their portfolio and make informed decisions
● Assessed clients’ financials and credit status to determine eligibility for financing
● Attended internal and external events to ensure optimization of new potential leads
● Ensured strong communication with other divisions to acquire referrals
● Worked closely with the team to achieve the set targets in various bank’s
products (Loans, General Deposits, Credit Cards, Insurance, and AUM)
● Improved service by communicating, guiding and training team members
● Allocated tasks amongst the team and followed on the progress
● Interacted with customers to obtain feedback on our products and service levels
● Provided regular updated reports to department Head on new business pipeline
● Ensured compliance with legal requirements, industry regulations, organizational policies and professional codes
● Managed a portfolio of HNW clients and a team of 2 relationship managers responsible for a portfolio of affluent and HNW clients
● Discovered training needs and provided coaching
● Managed the flow of day-to-day operations
● Created reports to update the Head of department
● Provided quality customer service, including interacting with customer and
effectively handling customer complaints
● Assessed clients’ financials and credit status to determine eligibility for
financing
● Offered advice and provided information about various investments to help
clients manage their portfolio and make informed decisions
● Worked closely with the team to achieve the set targets and maximize
profits in various products (Loans, General Deposits, Credit cards, and AUM)
● Provided quality customer service, including interacting with customer and
effectively handling customer complaints
● Attended internal and external events and seminars to ensure optimization
of new potential leads
● Developed relationships with new and existing customers to strengthen our position and open up for new opportunities
● Ensured compliance with legal requirements, industry regulations,
organizational policies and professional codes
● Supported the bank to develop business relationships with affluent and HNW clients, as well as exceed annual income targets and ensure growth of client portfolio
● Developed long-term relationships with customers to maximize sales opportunities
● Maintained a strong working knowledge of client portfolios
● Resolved customers’ queries within agreed authority
● Produced file notes after any client meeting, summarizing any additional
actions required, including follow-up calls
● Identified affluent prospects within the relevant area, from referrals and
using market knowledge to acquire new clients.
● Ensured compliance with legal requirements, industry regulations,
organizational policies and professional codes
● Relationship marketing activities to counsel and advise customers on all aspects of the banks full range of retail products and services and identifying opportunities for cross selling
● Increased sales by effective evaluation of client needs and regular follow up of outstanding issues
● Engaged in innovative direct marketing activities when introducing special short-term promotions
● Introduced and educated customers to the banks electronic service channels