Customer Service
Gold AE DMCC
Total years of experience :15 years, 11 Months
To assist existing clients in managing their bullion investment accounts.
My responsibilities included;
o To source fresh investments from the exisiting clients.
o To conduct appointments with such clients and discuss their investment goals and advise them on the best strategy to achieve them through investing in bullion.
o To assist my clients in fulfilling the necessary documentation when required.
o To assist my colleagues if they need any kind of assistance in managing their accounts.
o Help build a supportive environment amongst my team so that the tasks assigned can be carried out keeping in mind the company’s goal.
o Analyze the price trends of Gold and Silver and advise clients when to buy and sell depending on their investment strategy.
o Handled a portfolio of 800 clients.
To assist small and medium business clients with SME loans and facilities.
Was promoted to the business banking department based on my successful performance in retail banking. My responsibilities included;
o To source new to bank self employed clients who have a requirement of business finance.
o To conduct appointments with such clients and discuss their business module to comprehend their financial needs and offer them a Islamic financial solution as per their requirement.
o To assist my clients in fulfilling the necessary documentation when required.
o To assist my colleagues if they need any kind of assistance in drafting their finance proposals.
o Help build a supportive environment amongst my team so that the tasks assigned can be carried out keeping in mind the company’s goal.
To assist clients with Islamic financing/Islamic retail banking.
o To improve the company revenue by signing up customers for Islamic credit cards.
o To assist my colleagues if they need any kind of assistance.
o Help build a supportive environment amongst my team so that the tasks assigned can be carried out keeping in mind the company’s goal.
o Meeting targets on regular basis
Oversee a team of sales agents in terms of quality, dependability and performance.
o Build a supportive work environment amongst the team where objectives were met as a team and not just individually.
o To assist the agents if needed on potential deals with clients.
o To assist agents if lacking in quality, having training sessions with the team to improve their quality and encouraging suggestions from within the team for a better work plan.
o Overseeing that the task assigned are done in compliance with the company policies and not violated in anyway.
o Meeting team’s targets on regular basis
o Having meetings with the team on regular basis concerning performance, quality and dependability issues if any.
Develop and implement strategic plans to improve the overall team’s performance and eventually company revenue:
o Launched thriving new motivational plans to improve the performance of the team in terms of sales.
o Created a new methodology of team within a team as a new management plan and implemented it within the tem successfully that eventually helped in identifying new team leads that could take new responsibilities.
o Identifying the performance trends and making new strategies based on the past weekly and monthly performance areas and trends.
Managing/Creating Reports
o Creating and managing reports of performance, quality and dependability for the team.
o Managing and sending project performance report daily with 2 hour intervals to the senior management.
o Keeping the team updated in terms of their daily, weekly and monthly performance and targets and doing training sessions on how to achieve them without any obstacles.
o Making performance reports from daily to weekly to annually for the senior management review.
o Creating new and simplified reports to ease the process of managing the team reports.
o Maintaining different team schedules on weekly basis and rolling them out to the management with making necessary adjustments.
EXTRA RESPONSIBILITIES
o Conducting final interviews with candidates that had been shortlisted for operations and selecting new recruits for the company.
o Acting as a backup supervisor if any other supervisor is not available for their shifts to make sure operations are not affected.
o Working overtime and on weekends as well if needed for the sake of the project.
o Supervising, managing and continuously training 15-30 agents at a time.
Level 3 Certification in Wealth Management from CISI
Cambridge O & A Levels