Senior Relationship Officer
National Bank of Abu Dhabi
Total years of experience :0 years, 1 Months
Building Client Relationships & selling Products Basis on set policies of NBAD and UAE norms.
•Cross selling of bank products and services.
•Add-on sales of insurance & investment Products.
•Meeting the pre-set sales target of 150%.
•Meeting the existing clientele & adding new customers to the Bank.
•Categorizing the client basis their interest in ADCB & building prospects as well as and upselling.
•Ensuring satisfactory client conduct & timely ratification of various products/services related issues.
Increasing and maintaining sales pipeline through cold calling, direct client meetings.
•Upselling and cross selling different banking products e.g. credit cards and personal loans.
•Coordinating with sales team with an active role in document processing and account opening.
•Maintain a working knowledge of the complete line of products and services offered.
•Meeting quality Standard’s for services and understanding the Customer’s needs.
•Build and maintain effective business relationship with customers.
•Promote products and services of the bank to potential customers by making proactive sales efforts and passing on the leads to sales team.
•To assist in conducting promotional activities, meetings and road shows in the assigned area to achieve the budgeted sales volumes.
•Validating the customer applications to ensure that they are complete and error free.
•To provide on-going customer / market feedback to the Sales Manager.
Sourced new customers for the Wealth Management business of Dubai Islamic Bank.
•Focused on developing a book of clients.
•To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.
•Understanding the needs of the end customer & providing appropriate financial solutions.
•Handled Relationship to aid customer for all his wealth requirements.
•Ensured customer documentation is complete & in compliance with the bank’s requirements.
•Maintained regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.
•Build relationships with key clients and influencers across the UAE Market, primarily the Abu Dhabi market, seeking referrals to grow your list of clients.
•Continuously provide feedback on competitive activities to the product and business team to track market developments.
•Attending product trainings, to be up to-date with the market developments.
•Excellent experience with Bancassurance products & different Wealth products.
Education MBA