يحيى عيسى

• Key accounts management; consider market and economic conditions to formulate appropriate strategies.
• Successfully oversee a portfolio of affluent/high net-worth customers to increase loyalty and increase repeat business.
• Partner with the team to ensure customer needs are fully understood; identify and recommend the correct products and service propositions across customer segments to increase CBQ’s AUM.
• Assist customers with making informed financial decision by ensuring they fully understand any investment they enter into, including associated risks/rewards, charging structures, and applicable penalties.
• Verify alignment with SOPs by monitoring daily team activities.
• Communicate with customers to garner feedback; analyse market trends and competitor activities to feed the development of business plans; and identify opportunities for business expansion in untapped markets.
• Nurture business relationships with corporate decision-makers to promote CBQ products and services and to achieve incremental business.
• Monitor risk factors to validate the achievement of corporate objectives for business growth and targeted returns.
• Direct promotional activities that target/convert potential customers and to expand the existing customer base.

• Cultivated robust relationships to sustain 24/7 customer service and maximize profitability.
• Used advanced creativity to formulate and implement promotional plans that focused on market trends to accomplish business goals and objectives; proffered innovative inputs to help develop marketing campaigns focussed on maintaining/enhancing corporate growth.
• Collaborated with HNWI to provide banking services such as deposits and loans to clients with a net worth of 10M+; quickly and accurately addressed/mitigated queries and grievances.
• Verified compliance with all statutory rules/regulations in clearing loan proposals.
• Significantly expanded the customer base to achieve elevated profitability and to increase operational efficiency within the Retail and SME Banking Groups.

• Led a team of 8 Sales Executives; converted potential clients; achieved sales objectives to gain maximum market share.
• Analyzed market trend and customer demand patterns to generate sales forecasts.
• Built a robust sales network to enhance visibility and reach-out to the targeted customer audience.
• Conducted extensive training programs and prepared the sales team for product promotion and new service launch.
• Liaised with clients resolve critical issues and grievances to build strong customer loyalty.
• Prepared MIS reports to highlight current market scenario and competitor activities.

• Called on customers; addressed grievances and resolved issues to build impeccable customer loyalty.
• Promoted products focused on individual client needs to generate incremental sales and achieved sales targets.
• Probed customers and explored opportunity for cross selling products highlighting the existing product portfolio.

• Worked on UK Account handling sales and marketing activities of telecommunications systems.