Premium Banking Advisor
Jordan Ahli Bank
Total des années d'expérience :30 years, 0 Mois
- Interacting with clients and providing them with proper information concerning the products and services offered by the bank.
- Understanding the clients problems and resolving their complaints.
- Advising the customers what service or product would be appropriate for their requirements.
- Making usual updates and changes to a clients account or profile concerning their information.
- Opening deposit accounts for bank clients.
- Providing proper assistance to loan clients, in person and by telephone.
- Establishing the Brokerage Office in Syria.
- Communicating with clients to improve and develop business relationship cordially along with maintaining constant follow up for their feedbacks.
- Trading local securities in DSE Market.
- Managing IPO’s
- Handling large portfolio accounts for VIP customers.
- Supporting existing clients by being on call and paying regular visits to brief them on product changes and developments.
- Providing clients with information and advice on purchase or sale of securities, financial services, and investment plans.
- Reading status reports and performing calculations to monitor client accounts and verify transactions.
- Building long-term financial advisory relationships with clients.
- Assuring transactions are in compliance with pertinent laws and regulations.
- Managing and reviewing portfolios.
- Conducting training sessions to increase knowledge and awareness of the concept for trading securities.
- Managing press releases for the office either by TV or newspaper.
establishing the office in syria
trading securities in DSE market
liscenced broker in DSE
Trading local securities in ADSM and DFM Markets.
Handling large portfolio accounts for VIP customers.
Supporting existing clients by being on call and paying regular visits to brief them on product changes and developments.
Providing clients with information and advice on purchase or sale of securities, financial services, and investment plans.
Reading status reports and performing calculations to monitor client accounts and verify transactions.
Building long-term financial advisory relationships with clients.
Assuring transaction are in compliance with pertinent laws and regulations.
managing and reviewing portfolios.
Supervising all the sales activities in the department.
Responsible for sales teams and ensuring obtaining the sales volume.
Building and maintaining and directing an effective sales team.
Training of sales personnel flow back of industrial and marketing information from customers and competitors.
Developing and recommending policiesand programmes .
Assisting in the drafing and execution of sales programmes.
Planning and conducting sales meetings both to educate and train.
Recommending the addition and removal of products.
Asisting in preparation of advertising and promotion.
Head of traders
Employee in foreign exchange deposit department
Buying and selling an issuing contracts.
Tele sales Time Management Confident Presentation Workshop Dimensionel Selling Communication Workshop Retail Loans and Goods Finances Introduction to Banking Operations