Associate
UAE EXCHANGE CENTER LLC
Total years of experience :26 years, 0 Months
I am accountable for monitoring cash activities such as Stock In and Stock Out. Looking after the operational functions of the bank involving coordinating with respective dealing teams and managing branch & exchange houses sales/purchase activities. Managing allotment of currencies for export and reporting discrepancies to branches, preparing fake currency reports and ensuring Fake Currency Report.
Apart from the above, have been entrusted with Special Assignments: Managed HDFC Home Loan division (Dept. Financial Services). Handled all cash activities, managed cash handling -retail and corporate transactions as a Teller. Handled Branch remittance activities (Customer registration and KYC verification), opening of Expat accounts Overseas. Equally looking after coordination with internal departments for outstanding issues and closures, maintaining follow-ups for ensuring closure of outstanding issues on time. Ensured adherence with the procedures and maintained procedural documents and updated them periodically. Maintained procedural documents and timely updating.
· Sales: Building Team of Financial Advisors, training, Motivating & coaching and managing team of Advisors, Manage a team of FA`s to help them achieve sales targets while ensuring that the persistency is maintained.
· Customer Service: Developing long term relationship with the customers. Expand the revenue for the company by acquiring new clients of HNI segments. Give the appropriate services to the clients and maintain the strong relationship with them.
· Structured meeting with the existing Clients of Metlife on a regular basis, objective being to retain clients
Sales Manager-
· Building Team of Financial Advisors, training, Motivating & coaching and managing team of Advisors, Manage a team of FA`s to help them achieve sales targets while ensuring that the persistency is maintained.
· Ensure that Advisors are recruiting as per their annual targets Monitor the product mix to Advisors for maximum response. Interact with them regularly to assess their status & push & motivate them to maintain productivity. Support Advisors for generating new business to achieve defined sales targets.
Recruitment officer -Agency Development Channel from January-August 2007.
· Recruit Financial Advisors
· Handling the Documentation and licensing of Financial Advisor.
· Conduct Recruitment activities and Lead generation activities
Relationship Manager-Franchisee Recruitment- Bajaj Allianz Life Insurance Company Ltd \[-2005 Sep -2006 Dec\]
· Responsible to recruit Franchisees as per Annual targets.
· Ensure that every new Franchisee undergoes the required training and recruiting as per their annual targets Monitor the product mix to Franchisee for maximum response.
· Track business growth and performance of Franchisees.
· Support Franchisees for generating new business to achieve defined sales targets.
· Send product and service information to new customers
· Software support to Corporate Agencies & Bancasurance Partners (CSB, CITI Bank and IDBI)
· Back end support, Resolve general employee complaints and requests
· Office Correspondence, Making project specific proposals
· Handling the administration of the branch IT dept.
· Handling a team of executives.
· Promote PC & Accessories sales
· Co-ordination with Vendors & Clients.
· Handling the Sales & Collection