Sr. Relationship Officer
NBAD
Total des années d'expérience :15 years, 5 Mois
Sell consumer financial products such as credit cards.
➢ Visit customer/prospects preferable in their offices.
➢ Maintain updated knowledge of company products and processes and Policies.
➢Ensure that sales target are meet or exceeded.
➢Perform an extra due diligence while gathering applications and ensure that bank’s standard operating procedures are properly implemented to avoid any conflict.
➢Ensure that the customer’s identity and the documents are kept safe and confidential.
➢Checking and approving documents to ensure that it contains correct and understandable information.
➢Maintain a customer better banking relationship.
Sell consumer financial products such as Salary and Savings accounts, credit cards, and Smart Finance and Salam Personal Finance..
➢Acquiring new companies for the Bank.
➢Maintain updated knowledge of company products and processes and Policies.
➢Ensure that sales target are meet or exceeded.
➢Perform an extra due diligence while gathering applications and ensure that bank’s standard operating procedures a.
Sell consumer financial products such as credit cards, and personal loans.
➢ Visit customer/prospects preferable in their offices.
➢ Maintain updated knowledge of company products and processes and Policies.
➢Ensure that sales target are meet or exceeded.
➢Attending the Mall events on every Thursday Friday and Saturday.
➢Gathering leads form the mall activities make sure that leads are enter in LMS on time and following up till closure.
➢Perform an extra due diligence while gathering applications and ensure that bank’s standard operating procedures are properly implemented to avoid any conflict.
➢Ensure that the customer’s identity and the documents are kept safe and confidential.
➢Checking and approving documents to ensure that it contains correct and understandable information.
➢Maintain a customer better banking relationship.
Acquiring new clients through Open market and generating leads regarding Life Insurance.
➢Updating all the clients with our new Insurance products and features through email and by visiting customer.
➢To continue to be a market leader by aggressively perusing Sales ideology.
➢To handle customer requirements and complaints and giving appropriate solutions.
➢Creating brand awareness in the specified market and client base.
Ensuring excellent Customer Service through maintaining the department service level agreements. Attending to customer queries promptly and thus contributing to effective management of grade of service targets.
➢Handling all NRI customer queries and crossselling new bank products to account holders. Verifying requests and applications and processing them after complete Scrutiny.
➢Updating all the clients with our new products and features through email and physical letters.
➢Acquiring new clients through email and generating leads regarding their account opening process
➢Serving as Single Point of Contact / interface for supporting Client.
➢To handle customer requirements and complaints and giving appropriate solutions.
➢Creating brand awareness in the specified market and client base.
Ensuring excellent Customer Service through maintaining the department service level agreements. Attending to customer queries promptly and thus contributing to effective management of grade of service targets.
➢Uploading the data in system regarding all the requests and applications and informing the status to the clients through email and call.
➢Acquiring new clients through email and generating leads regarding their account opening process
➢To continue to be a market leader by aggressively perusing Sales ideology.
➢Serving as Single Point of Contact / interface for supporting Client
Feb 28, 2010 Nov26, 2010 COP (Classicon phone)
Job Profile
➢Handling all HNI customer queries and crossselling new bank products to account holders.
➢Updating all the clients with our new products and features through email and physical letters.
➢Taking telephonic verifications with various clients regarding their account and getting them processed after
sucessful verification.
➢Attending to customer queries promptly and thus contributing to effective management of grade of service.
➢Ensuring customer’s banking need to be fulfilled on phone itself.
Ensuring excellent Customer Service through maintaining the department service level agreements.
➢Handling all NRI customer queries and crossselling new bank products to account holders.
➢Serving as Single Point of Contact / interface for supporting Client.
➢ To handle customer requirements and complaints and giving appropriate solutions.
➢ Creating brand awareness in the specified market and client base.
courses: IRDA Certified
courses: IRDA Certified