Naveed Zafar, Customer Service Advisor

Naveed Zafar

Customer Service Advisor

Islamic Bank of Britain

Location
United Kingdom
Education
Diploma, Post Graduate Diploma
Experience
6 years, 11 Months

Share My Profile

Block User


Work Experience

Total years of experience :6 years, 11 Months

Customer Service Advisor at Islamic Bank of Britain
  • United Kingdom
  • January 2012 to January 2014

Achievements:
Employee of the quarter 2013
Representing the Branch network in the Board Meeting
Top CSI (Customer Service Index) Score in the whole Branch Network
Successfully carried out many Deputy Branch Manager duties in his absence

Job Tasks:

Ensuring the Branch adheres to Risk & Compliance procedures
Identify potential Risk and Security issues
Comply with Data Protection & Information Security procedures while handling customers information
Maintaining Branch Control Logs and Cash Flow Management
Responsible for opening and closing branch and related procedures
Participate in Continuous Improvement Meetings
Networking & Generating Potential Business Leads
Representing the Business in Business Development Events
Following KYC & KYB procedures to avoid any potential Risks
Manage operational tasks effectively and promptly, such as, Launches and promotions
Sales & Productivity tracking using Customer Relationship Management (CRM) application
Customer Dealing & Complaints Handling following TCF policy & procedures
Accounts Opening & Comply with Know Your Customer (KYC) Procedures
Cross selling products such as Islamic Home Purchase & Buy to Let Plans, Investment Accounts, Savings & Current Accounts based on Islamic principles of Ijara & Diminishing Musharaka, Wakala, Mudaraba, Murahaba and Qard
Training and Mentoring new staff in Cashiering and in other day to day procedures

Senior Bereavement Team Member - Retail, Mortgages & Private Banking Operations at Lloyds Banking Group, Manchester UK
  • United Kingdom
  • March 2007 to December 2011

Achievements:
Made positive changes in process flow charts for daily implementation
Management recognition for restructuring the company standard letters
Received the Star Award for Flexibility towards work

Job Tasks:

Training & Coaching Colleagues & New Entrants
Following DPA & Information Security procedures to protect clients sensitive data as well as to avoid any Risk related issues
Working towards Service Level Agreements (SLR) and meeting deadlines
Communicate with other parts of Group to help maintain business flow
Adapting to TCF rules while any communication with customers
Understanding KYC policy to avoid and identity any potential fraud
Deceased accounts closures and releasing funds to legal next of kin/executors
Funds transfer by Cheque, BACS & CHAPS modes
Settlement of funeral invoices, reimbursements, probate fees
Continuous Improvement planning and implementation

Education

Diploma, Post Graduate Diploma
  • at Chartered Institute of Management Accountants (CIMA)
  • December 2015

Diploma in Islamic Banking & Finance (Study in Progress)

Bachelor's degree, BA Economics
  • at Bahauddin Zakariya University
  • December 1997

Specialties & Skills

Complaints Handling
Customer Service
Banking Operations
Compliance
Mulittasking, Team Work, Train & Coach, Plan and Prioritise workload, Meeting Deadlines
Operations Support, Compliance Adherence

Languages

English
Expert
Urdu
Expert

Training and Certifications

Shariah Compliant Banking Training Level 1 (Certificate)
Date Attended:
March 2013
Valid Until:
January 9999
Certified Takaful Professional (CTP) (Certificate)
Date Attended:
March 2010
Valid Until:
August 2010

Hobbies

  • Learning New Things
    I like to learn new things in my free time. In the previous year due to my interest I attended a TEFL (Teach English as a Foreign Language) work shop and now gradually moving forward to complete the course.