ناي فارس, Relationship Manager

ناي فارس

Relationship Manager

Audi bank

البلد
المملكة العربية السعودية
التعليم
ماجستير, Marketing
الخبرات
11 years, 4 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :11 years, 4 أشهر

Relationship Manager في Audi bank
  • لبنان - بيروت
  • أغسطس 2015 إلى فبراير 2017

-Developing client's relationship within allocated portfolio in order to promote the bank's products and services, to increase the volume of deposits and profitability, and insure loyalty and customer retention.
-Building and maintaining relationships with clients and key personnel within customer companies.
-Approaching and Building rapport with SME clients
-Establishing new borrowing relationships for Business Banking (SME),
-Preparing the required credit and financial analysis as per the bank policies
-Spreading and analyzing financial statements, preparation of credit application and documentation
-Working closely with Account Managers and Sales Consultants
- Preparing new Payroll - retail offers to existing and prospect companies.
-Participating in events, dinners, official gatherings and other social activities to further develop personal relationship and increase social networking capabilities.
-Preparing and attending business meetings.
-Achieving client relationship targets and KPI's as set by branch management
-Escalating and resolving areas of concern as raised by clients.
-Updating the CRM of changes within clients
-Alerting the sales team to opportunities for further sales within key clients.
-Passing leads to sales team and following up on progress.
-Supervising other bank employees who communicate with his/her clients
-Following up branch's weekly target and setting s

Senior personal banker في Bank of beirut
  • لبنان - بيروت
  • يوليو 2013 إلى يوليو 2015

-Lead, plan, train, and review the work of staff responsible for providing customer service functions and services; participate in performing the most complex work of the unit.
-Motivating and assisting personal bankers to achieve branch goals and helping them when needed.
- Encouraging and cheering Operation's Team to cross sell and send referrals to Personal Bankers.
-Communicating clear instructions to team's member and listening to their feedback.
-Facilitating problem solving and collaboration between team's member
-Following up branch's weekly target and setting strategic plan to achieve sales goals.
-Assisting in selling and promoting bank products and services to customers.
- Dealing with unstructured and complex customer problems and complaints related to the bank until the final resolution through coordinating with other team’s members
-Assisting and dealing with premium and VIP customers.
-Preparing and attending business meeting.

Personal Banker في AhliBank of Qatar
  • قطر - الدوحة
  • أبريل 2009 إلى يونيو 2013

- Providing the customers by the full range of banking service such as Opening new accounts, credit cards and checkbook, issuing demand Draft, swift transfers, insurance etc… in a friendly and courteous customer approach.
-Provide constructive and constant feedback on improvement of products, services, process which may either reduce cycle time or costs or enhance customer satisfaction.
- Adhere to branch process and report deviation to the Branch Manager
- contact potential customers on daily basis and conduct outside calls to potential Businesses.
- Closely observe the competition and knowing the local market position on an ongoing basis.
- Improve on service levels at the branches & take ownership of customer complaint resolution.
- Deal with unstructured and complex customer problems & complaints related to the bank till the final resolution through coordinating with other team’s members.
-Authorized to grant Loans, Over drafts or any other facilities within prescribed limit under established criteria.
- Interacts with the branch manager on daily basis to understand new market opportunities and develop new business
- Reporting the past due report to the branch manager to control the provision which will effect on the branch profit and loss.
- prepare a trade finance operations ( L/Cs & L/Gs) and send it to the trade finance centre
-Preparing and attending Business Meeting
- Helping the Teller and the cashier supervisor if needed

Teller في Ahli Bank Qsc
  • قطر - الدوحة
  • سبتمبر 2008 إلى مارس 2009

-Processing a variety of customer transactions.
-Opening new checking and saving accounts.
-Introducing and selling a variety of products and services (insurance, car loan, personal loan, debit and credit cards, internet cards, etc…).
-Accepting utility payment as mechanic, TVA, all kind of taxes.
-Handling inward/outward clearing checks.
-Assisting customers in filling in various forms and applications such as opening an account, credit cards and checkbook, insurance etc… in a friendly and courteous customer approach.
-issues demand drafts.
-Preparing swift transfers.
- Filling in the transfers form with all information required : Beneficiary name, Amount, correspondent, transfer value date, ordering customer, A/C number, addresses for both customers and beneficiary, swift code, IBAN (for Europe transfers only), etc…

office manager and accountant في Leabanese Society of Anesthesiologists
  • لبنان
  • نوفمبر 2005 إلى أغسطس 2008

-Preparing Salary/payroll Voucher.
-Reconciliation of bank statement balance with cash book balance.
- Preparing the balance of congresses
- Organizing congresses of the LSA
-Preparing Congress balance
-Organizing meetings for the executive board of the LSA
- Identifying needs and/or plan to meet the set needs and goals/ objectives of a meeting.
- Developing agenda or meeting formats.
- Selecting or recommending sites.
- Assessing facilities.
- Arranging transportation.
- Coordinating activities of staff assigned to the meeting.
- Recruiting and training staff and ad hoc personal.
- Creating workable budget or prepare to work within specified budget.
- Developing timelines.
- Inspecting site and facility.
- Negotiating travel arrangements and hotel contracts.
- Negotiating with all related vendors.
- Providing mailers.
- Planning food and beverage functions.
- Negotiating prices.
- Interacting with speakers and VIPs.
-Coordinating between the executive committee of the society and members registered.

Teller في Banque libanaise pour le Commerce
  • لبنان
  • يناير 2007 إلى أغسطس 2008

-Processing a variety of customer transactions.
-Opening new checking and saving accounts.
-Introducing and selling a variety of products and services (insurance, car loan, personal loan, debit and credit cards, internet cards, etc…).
-Accepting utility payment as mechanic, TVA, all kind of taxes.
-Handling inward/outward clearing checks.
-Assisting customers in filling in various forms and applications such as opening an account, credit cards and checkbook, insurance etc… in a friendly and courteous customer approach.
-issues demand drafts.
-Preparing swift transfers on the MT103 international system of transfers, from the queue 1, 2 & 3 till the final step by opening the internet line.
- Filling in the transfers form with all information required : Beneficiary name, Amount, correspondent, transfer value date, ordering customer, A/C number, addresses for both customers and beneficiary, swift code, IBAN (for Europe transfers only), etc…

الخلفية التعليمية

ماجستير, Marketing
  • في La sagesse university
  • مارس 2017

Under masters in marketing. Expected graduation in summer 2021

دبلوم, Project Management Professional
  • في Madras management Institute
  • يوليو 2012

Certification of attendance

بكالوريوس, Business and Finance
  • في La Sagesse University
  • فبراير 2007

Masters in marketing. Excepted graduation in summer 2017.

Specialties & Skills

Insurance
Business Reporting
Balance
Microsoft office
Outlook
Power bank
Qlick view CRM
negotiation
marketing
problem solving
supervising
time management

اللغات

الانجليزية
متوسط
الفرنسية
متوسط
العربية
اللغة الأم

التدريب و الشهادات

Commercial Fraud & Banknotes Counterfeit Program (الشهادة)
تاريخ الدورة:
July 2009
صالحة لغاية:
July 2009
Introduction to Treasury & Treasury products (الشهادة)
تاريخ الدورة:
June 2012
صالحة لغاية:
June 2012
Anti Money Laundry and combating the finance of terrorism (الشهادة)
تاريخ الدورة:
May 2010
صالحة لغاية:
May 2010
Retail Training Program (الشهادة)
تاريخ الدورة:
January 2009
صالحة لغاية:
January 2009
Excellency Customer Service (الشهادة)
تاريخ الدورة:
May 2009
صالحة لغاية:
May 2009