Adviser
Nexus Financial Services
Total des années d'expérience :21 years, 11 Mois
* Managing individual and cooperate/company portfolios .
* Leveraging .
* Individual meetings, field visits and organizing competitions. For Kuwait, Qatar & Bahrain region.
* Chalking out marketing strategies.
* Managing client and companies portfolios
* Managing GBP, EURO and USD portfolios .
* Create Sales strategy and market segmentation to cover all untapped markets.
*Advisery services, wealth management.
Business Continuity for Kuwait & Bahrain region.
Enhance customer service and acquisition strategies within Bahrain, Kuwait and Qatar.
Conduct bi-weekly reviews to ensure their target achievement
Maintaining a positive profit and loss statement and strived to eliminate unnecessary costs to the business.
Proactively selling financial products through client presentations, cold-calling, direct mail campaigns, and cross-selling
Conduct all business in line with operational and compliance requirements; ensure there is no breach of regulatory issues
Acquiring HNW customers through new acquisitions or racing of existing eligible customers
*Deepening and enhancing existing relationships
*Cross selling the banks products as well as third party products
*Contact Management for HNW customers including updating HNW customers on new MF IPOs, new products and services
Trained and mentored my Service Assistant to handle all customer documents and queries in an efficient manner
Responsible for developing and managing client relationships and delivering a suite of banking services and products to a defined portfolio of corporate clients.
Responsible for identifying, developing managing a portfolio of corporate client relationships
Acts as the primary point of contact and overall relationship manager for those clients. Supports the client wherever possible and ensures the first port of call for those clients.
Understands, in detail, the client & business and negotiating and structuring facility transaction proposals that both cater to the client requirements and meet the Bank's broader objectives.
Resolves on a timely basis all client problems/queries to ensure best-in-class customer service.
Achieved sales target of USD 700, 000 in a span of 3 months
Business Continuity for Kuwait region
Manage front end operations, operations system and generate system MIS to track footings and acquisition growth in Kuwait.
Handling queries resolutions within Kuwait.
Controlling and managing all operational and credit operations activities in the company.
Execute foreign currency fund transfers and monitor banking transactions within the Middle-East.
Leading a team of 5 Sales Officers
Acquisition for NRI’s(Non Resident Indians) and corporate clients
Organize seminars and events for corporate clients
Call prospects and cold-calling
Design and delivery of the strategic scope of the business to ensure a robust performance
Business Continuity officer for Western (India) region.
Assess risks, design and formulate business continuity plans
Risk management.
Manage operations system and generate system MIS to track footings and acquisition growth.
Managing account opening process and working with a team to ensure due diligence and fulfilment of regulatory requirements.
Data mining, identifying opportunities which in turn help cross selling banking products
Managing company administrative tasks. .
Market Research
Corporate Sales and Retail Operations
Recruitment heads for all major outlets in Western India
Create, design and implement business plans.
Submit tenders to private and public corporations
Risk assessment, design and formulate business continuity plans.
Planning and implementing market strategies
Represented the company at trade shows and exhibitions
Implementing competent strategies to penetrate new markets acquire new accounts and expand existing ones for a wider range of financial products/services with cross sell being a major focus area.
Verifying financial documents and compiling documents in accordance with established procedures.
Assist with generating leads for insurance and revenue for the bank.
Opening of Non Resident A/C (NRI AC), online loan application forms
Cross-selling of bank products to new and existing customers to enhance product
Handling of debit and credit entries including posting, verification and balancing of entries
Recording of monetary transactions and product information
major in Zoology and Fisheries