Senior Relationship Manager
Commercial Bank of Qatar
مجموع سنوات الخبرة :21 years, 3 أشهر
Managing a portfolio of major Corporate relationship to achieve given budget with in the wholesale banking in my portfolio and source Govt & individual liability deposits to maintain a healthy portfolio.
Developing the Account plans and strategy for client in my portfolio to increase fee income.
Job responsibilities essentially include determining and structuring customers requirement with acceptable risk-return trade off
•Acquired new relationship accounts, deposits, investments, savings plans, & FX.
•Maintained portfolio of high end clients and proactively drove new-to-bank business to grow revenue in the identified target segments.
•Booked new business by cross sale products & retain existing relationship making it profitable.
•Effectively cross sold treasury products to existing clients.
•Have a sound knowledge of compliance & operations.
• Acquired fresh Institutional liabilities deposits accounts /Investment’s /transaction & business banking.
• Sold products for cash management & treasury.
• Worked closely with unit manager for increasing the market share in acquiring fresh business and retaining existing client’s deposits.
Well versed with bank AML policy and Risk reporting
•Part of a pre-opening team, establishing & setting up a brand new wealth management centre and built a new portfolio on deposits along with 25% increase in the revenue target in the first year for the bank.
•Acquired fresh elite accounts, deposits, investments & banc assurance business for the bank.
•Handled a team of 3 Relationship Manger coached & guided them to archive set targets on revenue.
•Worked and plan on strategies to introduce NTB by organizing events, road show & presentations.
Achieved the assigned sales targets on liabilities /investments & asset products
•Dealt with (HNWI) for deposits/ investments and priority banking accounts.
•Increased and maintained fresh and existing clientele through effective relationship process.
•Accessed market potential and identify the wealth management needs for affluent segment.
•Solicited customers for sophisticated products.
•Built customer relationship and manage attrition.
Achieved the assigned sales targets on liabilities and asset products
•Handled corporate clients for payroll accounts to acquire fresh business.
•Measured and improved the cross sales of every customer in the Payroll relationship accounts with the retail Banking products like (Loans/Credit Cards & Overdrafts) for increasing the bank revenue.
•Ran a team of 8 officer’s to make sure that the operation are smoothly tackled from opening of accounts/ATM/pin distribution to finally getting the salary transfers to the employee’s accounts and then doing the cross sales for each potential client.
• To facilitate more professional approaches and do presentations to the full Employee of the company for better understanding of the products & procedures