Assistant Relationship Manager
Noor Bank
Total years of experience :4 years, 5 Months
• Built, grow and manage HNI to acquire liabilities.
• Sell Mutual funds, Bonds, Bancassurance and other investment product.
• Responsible to enhance sales and promote cross selling of bank products to existing and NTB customers.
• Achieve revenue target and portfolio growth.
• Work with Branch as well as premium liabilities acquisition team to achieve business objective.
• Identify financial and non-financial requirements of client by conducting financial need analysis.
• Perform KYC checks and exercise due diligence to identify unusual or irregular account activity, corruption, money
laundering suspicion, fraud cases to protect the interest of the Bank and customer.
• Ensure compliance with Bank Policies and Procedures, Audit worthiness and Central Bank requirements.
• Support and participate in bank marketing activities and customer events, seminars and promotions.
• Responsible for bancassurance channel relation with First Abu Dhabi Bank (FAB) and Union National Bank (UNB).
• Involved in direct sales with UNB branches.
• Managed sales in bancassurance with Wealth & Elite team Relationship Managers in FAB.
• Managed sales in bancassurance with Banca team & Liabilities team Sales officers.
• Achieved sales targets assigned and contributed to the overall achievement of the team.
• Actively engaged with other unites to get referrals by building relationships.
• Provided timely support and assist in joined calls with the channel partners.
• Follow up and close selling/cross selling lead referrals.
• Provided best customer experience and ensured claw-backs are kept to the bare minimum.
• Build and sourced relations with HNI clients.
• Provided in depth training for channel staffs.
• Responsible for sales closure by coordinating medical reports & ensuring prompt issue of policy.
• Planned & carried out activities to promote products among the Emiratis and Expats.
• Analyze trading strategies for market situations.
• Assist Branch Manager on day-to-day activities.
• Interact and collect feedback from clients.
• Analyze and monitor live stock price variation to market condition and trading
Master of Business Admistration (MBA) with specialization in Finance & Marketing and Post Graduation Diploma in Managment (PGDM)
Bachelor of Commerce (B.Com) with specialization in Finance from Bangalore University.