باوان Puri, Unit Head

باوان Puri

Unit Head

Abu Dhabi Islamic Bank

البلد
الإمارات العربية المتحدة
التعليم
دبلوم, Investment
الخبرات
21 years, 5 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :21 years, 5 أشهر

Unit Head في Abu Dhabi Islamic Bank
  • الإمارات العربية المتحدة - دبي
  • أشغل هذه الوظيفة منذ أكتوبر 2014

• Supervising a team of Relationship Managers on monthly basis.
• Responsible for managing account portfolio of SME clients with substantial liabilities.
• Onboard NTB customers & promote liability/Trade/Investment/FX products to achieve designated sales targets.
• Managing performance, developing and motivating staff.
• Achieving Business Banking objectives through setting individual objectives.
• Meeting and exceeding sales, management goals and targets in respect of revenues, volumes
• Analysing prospective clients in accordance with policy guidelines.
• Coordinating with the Group compliance Department to Propose /Review /Onboard New to bank clients
• Coordinating with the Group compliance Department for ongoing AML queries on the existing clients.
• Building and implementing the sales strategy to meet business targets
• Developing a sales pipeline to ensure continued meeting of revenue targets
• Building strong relationships with key senior clients and helping closing key deals as necessary
• Analysing prospective clients in accordance with policy guidelines

Sales Manager في standard chartered Bank UAE
  • الإمارات العربية المتحدة - دبي
  • يونيو 2006 إلى سبتمبر 2014

Business Banking
Role:
• Supervising Team Leaders including a team of 20 Sales Officer’s on monthly basis.
• Responsible for managing account portfolio of top SME clients with substantial liabilities.
• Visiting clients to provide them quality banking experience & service as a part of building relationship on regular basis
• Conducting meetings with clients & discussing issues regarding various products & functions for different segments to
know their needs.
• Comprehensive experience in creating business development procedures, Building asset base in order to maximize
revenue, Evaluating & analysing Financial Statements & experience of operating each of designated territories.
• Coordinating with Unit Heads & RM’S for comprehensive TWC credit proposal along with financial analysis for
submission to Credit Department for developing business from new clients
• Onboard NTB customers & promote liability & Business loan products to achieve designated sales targets
• Visiting all the Business Instalment loan new & existing clients with the credit department to finalize the proposal
• Analysing prospective clients in accordance with policy guidelines
Highlights:
• Successfully identified & developed markets across all the emirates.
• Efficiently achieved assigned targets.
• Acknowledged with Living the Values Courageous Award in

Team Leader (Credit Cards) في Standard Chartered - India
  • الهند - لكنو
  • يناير 2003 إلى مايو 2006

Role:
• Led a team of 15 Sales Officers on monthly target basis.
• PAN India highest revenue generator five times in a year
Trainings
• Attending required in-house trainings & updating online since 2006 till date.

الخلفية التعليمية

دبلوم, Investment
  • في CISI
  • يناير 2017

courses: International Introduction to Securities & Investment (Chartered Institute for Securities and Investment)

ماجستير, Marketing
  • في Sikkim Manipal University
  • يناير 2012

MBA

بكالوريوس, Marketing
  • في Dayal Singh College, Delhi University
  • يناير 1995

B. Com

Specialties & Skills

Rational Portfolio Manager
Liability
BANKING
CLOSING
CUSTOMER RELATIONS
MANAGEMENT
STRATEGIC
SUPERVISORY SKILLS
BUDGETING
BUSINESS DEVELOPMENT
COMMUNICATION SKILLS

اللغات

الانجليزية
متمرّس
الهندية
متمرّس
البنجابية
متمرّس