Afroze Ahmed Syed

Acting as an escalation gate to resolve critical issues of the team members. Skills in conducting various training sessions for enhancing the performance and quality of service of the team.
⚐ To ensure the team’s target is achieved on monthly basis (Personal Line-Direct Motor/Non-Motor).
⚐ Conducting weekly meetings to discuss business targets and requirements.
⚐ Underwriting and to Examine insurance proposals, writing quotes and negotiating the terms with clients.
⚐ Accomplishing department’s objectives by managing staff, planning and evaluating performance.
⚐ Responsible for keeping track of various tasks, employees and documents.
⚐ Coaching members on achieving goals, developing necessary skills and offering feedback.
⚐ Communicating timely pricing updates to the Team.
⚐ Coordinating with the propositions team for the enhancement of the processes related to underwriting, Pricing, Customer Service etc.
⚐ Generating weekly Branch sales reports.

Manage and enhance the existing portfolio and solicit acceptable new relationships in order to meet the preset
financial and non-financial objectives.
Develop and maintain strong working relations with all existing clients at key levels to optimize the
utilization of approved facilities and increase service usage
Currently handling a base of 950 customers with a total book size of 70 million AED.
To ensure 100% client penetration for business sourced by building relationships & enabling increase in
share of revenue.
Structured Deposits and Cross sell products to build an effective client base.
Manage account portfolio and maintain close relationship with customers for business retention and
referrals
Full awareness of all the policies and procedures issued in relation to money laundering prevention and
group sanctions policy and ensure compliance with these policies and procedures on an ongoing basis.
Make sales to NTB customers & promote liability products to achieve designated sales targets.
Provide quality banking experience and service to customers
Be adept at financial analysis in context of the banking product being sold to the customer.
Achieve Bank's objective in terms of earnings, assets liabilities, credit quality etc. as per agreed budget or targets
from client relationship across all product groups

Answering calls from the Customers regarding Banking Products.
Assisting to the customers with all their Banking Related Queries.
Doing Cross sells & achieving targets on Monthly Basis.
Making Out Bound calls when required to do a follow up case.