Customer Relations Manager
AL Majdouie Group
Total years of experience :11 years, 5 Months
Call Center Operations Manager
Hire, train and onboard new Call Center Agents as required to meet quotas
Provide coaching and assistance to call center agents on an ongoing basis
Process weekly sales leads reports for submission to management
Oversee and ensure conflict resolution between associates and customers
Ensure that all employees follow the company’s best practices for call center management and operations
Develop presentations and talks to motivate and educate call center agents
Communicate company goals to associates so every employee understands his or her role
QNB First Relationship Manager
Established and managed a portfolio of 200+ high net worth clients (with investments of over $3 million)
Provided the highest level of client service while promoting a full array of wealth management and QNB First banking products and services including investments, loans, insurance, estate and financial planning
KEY ACCOMPLISHMENTS:
Achieved 300% of annual target for investment and mortgage products
Grew portfolio value by 30% over a Five year period, managing a client portfolio valued at $300 million for both credit and wealth management products
Managed the highest valued clients in the financial institution including the Royal Family, senior government officials, CEOs of major oil and gas companies
Secured numerous high valued clients while developing business for other internal sales partners
Achieved outstanding success in building new Mortgage business in several QNB First Team (as a result of hunter mentality to develop and close new business)
Won numerous awards for top national sales results in Mortgage; e.g., achieved #1 position out of 50 relationship managers in 2014
Consistently exceeded all annual targets for investment and credit portfolios; achieving an average of 150% of objective
• Conduct credit and financial analysis, market studies and preparation of macro credit risk reports.
• Supervising the processing of finance or re-finance applications and check it.
• Studying the applications based on the finance position and credit record of customer
• Evaluating the applications and give the final, conditioned approval or rejection.
• Early settlement requests and consequent commissions and issuing clearance letter.
• Establishing & supervising the new personal loan program.
• Establishing & supervising the leasing program (Homes -Cars).
• Managing companies employees loans and updating them with monthly reports on individual Credit positions.
• Reaching out companies and establishments (government or privet) interested in personal loan program subject to bank policies.
• Promote bank product and services
• Coordination with other branches.
• Pledging operations assets vs. loans (fixed deposit, funds or stocks).
• Participated in developing special funding program for both King Fahad University staff and Car leasing program.
Job Title: Customer Services Representative
Providing Banking Services for Retails, Companies, Establishments, Private, Government institutions and VIP .
• Recruit new Customer by direct visit.
• Opening account in different currencies current, saving, fixed deposit and Islamic accounts.
• Providing consumer loan, normal, Islamic and leasing ( New request, refinance and early Settlement).
• Credit Cards requests normal or Islamic, additional cards and ( increasing card limit or canceling card and card payment).
• Investment funds/ subscribe or redemption in different funds and different currencies.
• Insurance services (Sharing in life insurance and cooperative insurance programs).
Job Title: Customer Relations Representative
Cash supervisor tasks
• Supervising the cash area.
• Custodian of Cash, Check, Cards and PIN numbers.
• Authority of passing approval operations by system.
• Evaluating and Enhancing team performance.
Teller tasks
Providing Banking Services for Retails, Companies, Establishments, Private, Government institutions and VIP .
• cash/ checks deposit operations, Cash withdrawal, check collection in different currencies.
• Internal transferring among accounts and to local banks
• Remittances/ automatic transfer, Demand drafts in different currencies.
• Money exchange, issuing traveler checks, bills payment ( telephone, electricity, water)
• Answering customer inquiries and explaining Banking services to them and addressing them To suitable electronic channels.
• Preparing of accounting records at the end of the day and register it .
Job Title: Supervision Officer
• performing field supervision.
• providing services and coordinating with area mangers.
• guide the workers to areas that need service or support.
• Preparing daily report of the work performance .
graduation project with Saudi Airlines
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