ريان بشاشة

Provide market services by asking for referrals from current clients;
meeting prospects at community functions; responding to inquiries;
developing promotions; presenting financial planning seminars.
Assess clients’ financial situations by gathering information regarding
investments, asset allocation, savings, and estate planning; evaluating
risk tolerance.
Develop financial strategies by guiding clients to establish financial
goals; matching goals with offered financial products.
Analyze financial plan results; identify and evaluate new financial
strategies; recommend changes in goals and plans.
Identify the target market and key segments through in-depth analysis
of markets and related trends.
Update job knowledge by tracking financial markets, general economic
conditions, and new financial products; participating in educational
opportunities; reading professional and technical publications;
maintaining personal networks; participating in professional
organizations.
Relationship Officer

Managed customer service related activities
Performed all functions related to opening new and existing bank
accounts
Generated customer interest in the services and products offered by
the bank
Introduced and built awareness about new banking products and
services among customers and recommended suitable products to
their financial needs achieving preset targets

Managed and enhanced a portfolio of commercial clients and
developed new relationships
Built and managed rapport with corporate customers to ensure
optimum customer acquisition, retention, and revenue generation from
sales of corporate banking products and services
Prospected and identified new leads and pitched to clients and
recommended appropriate banking products and services to them
Assisted clients in making the right decisions with their accounts and
explained the financial services on offer to them
Ensured high level of customer service orientation and application of
bank policy; provided quality services and competitive pricing to
clients; resolved customer conflicts, ensuring complete customer
satisfaction
Prepared credit recommendations for bank’s clients, analyzed financial
ratios, developed financial projections, analyzed creditworthiness, and
identified portfolio credit risk to avoid any deficiencies/default