Relationship Manager
RAK Bank
Total des années d'expérience :19 years, 6 Mois
• Working with Retail Banking Group
• Manage investment portfolios of High Net Worth Individuals
• Acquire new customers for the Bank
• Provide advisory and transactional assistance to existing investment customers
• Coordinate with other departments like SME, Mortgages, Auto Loans, Credit Cards etc for generating leads and Cross Sell
• Coordinate with insurance providers and fund houses for updates on regulations and policies
• Comply with the regulations and guidelines of Dubai Financial Services Authority
• Manage investment portfolios of High Net Worth Individuals into Indian Financial Markets
• Acquire new relationships and manage existing relationships
• Manage and develop various channels of distribution in UAE
• Develop the market for Sharekhan services in other regions of Middle East
• Instrumental in establishing the Representative Office of Sharekhan in Muscat, Oman
• Develop and implement strategies for business development in Oman
• Setting up functional guidelines and procedures for the operations in Oman
• Controlling of overall operations including Marketing, Advisory and Administration
•Working with wealth management team
•Provide investment advisory to Non Resident Indians
•Advice financial products like Portfolio Management, Mutual Funds, Offshore Funds, Insurance
•Provide advisory into Online equity trading platform in Indian financial markets
•Client acquisition for financial products like Online/Offline trading platforms, Mutual Funds, Commodity Trading accounts, Portfolio Management Services accounts
•Carrying out promotional activities for marketing and generating leads
•Developing a channel for Sub Agents for Mutual Funds
•Developing business strategies with Sub Agents
•Assisting Sub agents to generate/grow revenues
•Generating revenues through Sub Agents
•Provide Marketing and Operational support to Sub Agents