Financial Consultant
Nexus Insurance Brokers
Total years of experience :7 years, 8 Months
Financial consulting
Generating revenue by aggressive salesof home finance products over HNI Client for both end users and investors.
● Worked directly with developer’s real estate brokers and mortgage brokers all over the UAE and abroad.
● Constant meetings with residents and non-resident investors.
● Financing of off plan properties and ready properties across all developers.
● On boarding of new real estate brokers, mortgage brokers (individuals and companies).
● Constantly coordinating with developers for mortgage clients and arranging a brief of the banks products for walk in customers.
● Participated in international property exhibitions including Cityscape Global -2017
● Highly active in coordinating with some renowned real estate brokers like Ottomans Internationals, DRE Homes. Home Matters and Stone house real-estate Etc
Generating revenue by aggressive sales of home finance products over various customer segments.
● Achieved sales target of 52.80 Million YTD.
● Worked directly with developer’s real estate brokers and mortgage brokers all over the UAE and abroad.
● On boarding of new real estate brokers, mortgage brokers (individuals and companies).
● Coordinating with various sources for business development-Personal loan, credit cards and investment staff
● Constantly coordinating with developers for mortgage clients and arranging a brief of the banks products for walk in customers.
● Ensuring the transfer process of the client runs smooth and high quality customer service is provided till the transaction is closed.
• Selling of banks Products primarily Home Finance. Business loan and personal Loan.
• Generating Business mostly from HNI customers.
• Working with the developers, real estate brokers, and property consultants for home finance customers.
• Attending various kiosks at renowned developers like Dame property-Akoya
• Generating bulk revenue by company listing and payroll packages.
• Retain existing customers by providing prompt customer services.
• Supervisor and oversee the services and products provided to customer databases.
• Supervise the daily and monthly targets on individual and team targets.
• Supervise cold callings, tele-callings and corporate client meets of the sales force.
• Analyze call reports and suggesting the revenue expected on the basis if fields visits.
• Assisting the customer over the phone regarding credit cards, payments, accounts, Over drafts, loans, Insurance and many other products of the banks
• Solving then customer query and providing the First time resolution.
• Understanding the customer query/ complaint and resolving at the particular time or else escalating the complaint to the concerned department.
• Taking follow up with the concerned department and keeping the customer updated about his complaints or request.
• Maintaining the conversation with customer with the documenting it on CRM.
• Cross selling the customer with all the products of the bank.
• Achieving the desired targets for the particular month.
• Ensuring that team targets are met.
• Cross-selling of products like Balance transfer, Credit Cheque, loans, A/c. company accounts and mortgages, Insurances and many more.
• Marinating the monthly KPI and ensuring are KPI parameters’ are met.
Specialization in international business and marketing