Relationship Manager
Habib Bank Limited
Total des années d'expérience :3 years, 8 Mois
Habib Bank Ltd, (Relationship Manager)
From 12-12-2017 till date
I Joined at Habib Bank Ltd as Relationship Manager, in Karachi. My prime and core responsibilities are as follows;
• Managing portfolio of 320 millions and around 150 clients and managing the required business by cross sell bank products and services to clients to achieve business targets.
• Open new channels to acquire new clients.
• Establish and develop relationships with branch clients to introduce the bank’s services in view of client needs and prepare call for potential and existing clients in view of the bank policies and standards.
• Handle and resolve customer queries in a timely manner
• Retain existing clients through focused relationship management activities.
• Analyze financial requirements of customer and match with banks products offerings.
• Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank’s policies and procedures and Resolving the AML Query related to it.
Faysal Bank Ltd, Barkat Islamic Distribution (Relationship Manager)
From 08-02-2017 till 31-10-2017
I Joined at Faysal Bank Ltd (Barkat) as Relationship Manager, Al Hilal Society Branch Karachi. My prime and core responsibilities are as follows;
• Managing portfolio of 120 millions and around 50 clients and managing the required business by cross sell bank products and services to clients to achieve business targets.
• Responsible for deposit mobilization and NTB account opening at CAPS and Siebel.
• Achieve agreed sales target as assigned by the management.
• Responsible for cross-selling various products like Car Finance etc.
• Provide highest level of customer service.
• To solicit deposits through visits and call to existing and walk-in customers and referrals.
• Strict adherence to KYC/AML Guidelines, Account opening Policy & Procedures, SBP Policies & circulars.
• Updating the Existing Customer KYC’s on time to time basis.
• To ensure to get sufficient level of product knowledge/ information in accordance to Shariah principles, for the satisfaction of customers.
• Bachelor in Business Administration: In 2013 from Preston University (Finance) • TALLY 9.0 ERP. Accounting from Rolla Institute Sharjah, U.A.E.
• ICOM: In 2009 from Pakistan Islamia Higher Secondary School Ajman, UAE.
• S.S.C: In 2007 from Al Amaal English High School Sharjah, UAE.