relationship manager
Kotak Mahindra Financial Services
مجموع سنوات الخبرة :13 years, 7 أشهر
Acquiring new to bank UHNW NRI clients under DIFC regulation
Thorough KYC checks and corroboration of source of wealth for UHNW clients
Managing credit lines, execution of trades for various products like structure products, bonds, mutual funds, etc
Periodical review of portfolios and product recommendations based on risk profile
Maintaining internal control standards, including timely implementation of internal and external audit process
Strong regulatory and compliance discipline with strict adherence to the local laws
Assisting clients on day to day banking needs like remittance, term deposits, etc
Managing sales team to deliver sales targets and maximize performance.
Responsible for managing the entire gamut of space selling for Etisalat Yellow Pages & Website
Successfully explored areas of Dubai and 6 Emirates thereby earning revenue for the company
Successfully handled the task of circulation & distribution of directory in the assigned territory
Created a win-win relationship with Corporate Clients and Customers displaying excellent coordination / negotiation skills for repeat / referral business.
Motivating, mentoring & training a team of new comers to achieve goals in pre-designated parameters.
Generated revenue and exceeded personal targets set through successfully acquiring sponsorship from corporate across various sectors
Experience in CRM, Loyalty program management, events, microsites, DMs for acquisition and activation programs.
Responsible for all aspects of the project management of direct marketing campaigns from client briefing, strategic development through to creative briefing and delivery.
Reports to the Account Director, providing regular input on all account activity, including status and call reports on a weekly basis.
Communicates the client's goals and represent the client's interests to the team.
Provides regular two-way communication between the client and team, to provide strong team representation and set proper client expectations.
Aware and in pursuit of opportunities for account growth and new business, involving the Account Director & Sales
Approves Change Orders and invoices, and is responsible for payment collections.
Ensures that client issues are dealt with in an efficient manner, informing the Account Director or Managing Director of any problems that may arise.