Relationship Manager - Retail Sales and Liabilities
Bank Alfalah Limited
Total des années d'expérience :13 years, 10 Mois
1. Attract New Clients. 2. Sale of Bank’s Products. 3. Controlling and monitoring all Service Quality Affairs of Branch. 4. Making Strong Relationship with Customers. 5. Giving Presentation to Group of Prospect Clients. 6. Giving Financial Advices to the Clients. 7. Opening Accounts and Fulfilling Discrepancies of Accounts. 8. Closing Accounts on Customers Request. 9. Activation of Dormant Accounts. 10. Proceeding ATM Cards Request to Head Office. 11. Arranging, Delivering ATM Cards to Clients. 12. Proceeding Phone Banking, Mobile Banking, Internet Banking and SMS Alerts. 13. Proceeding Cheaque Books Request to Head Office. 14. Arranging, Delivering Cheaque Books to Clients. 15. Opening and Maintaining Lockers Facility to Clients. 16. Follow up Existing Clients and make Strong relationship with them. 17. Solving Problems of Clients Regarding Bank. 18: Make Pipe line on Daily, Weekly and Monthly basis. 19: Sales of Consumer Products (Credit Card, Personal Loan, and Auto Loan)
1. Attract New Clients. 2. Sale of Bank’s Products. 3. Controlling and monitoring all Service Quality Affairs of Branch. 4. Making Strong Relationship with Customers. 5. Giving Presentation to Group of Prospect Clients. 6. Giving Financial Advices to the Clients. 7. Opening Accounts and Fulfilling Discrepancies of Accounts. 8. Closing Accounts on Customers Request. 9. Activation of Dormant Accounts. 10. Proceeding ATM Cards Request to Head Office. 11. Arranging, Delivering ATM Cards to Clients. 12. Proceeding Phone Banking, Mobile Banking, Internet Banking and SMS Alerts. 13. Proceeding Cheaque Books Request to Head Office. 14. Arranging, Delivering Cheaque Books to Clients. 15. Opening and Maintaining Lockers Facility to Clients. 16. Follow up Existing Clients and make Strong relationship with them. 17. Solving Problems of Clients Regarding Bank. 18: Make Pipe line on Daily, Weekly and Monthly basis.
1. Attract New Clients. 2. Sale of Bank’s Products. 3. Controlling and monitoring all Service Quality Affairs of Branch. 4. Making Strong Relationship with Customers. 5. Giving Presentation to Group of Prospect Clients. 6. Giving Financial Advices to the Clients. 7. Opening Accounts and Fulfilling Discrepancies of Accounts. 8. Closing Accounts on Customers Request. 9. Activation of Dormant Accounts. 10. Proceeding ATM Cards Request to Head Office. 11. Arranging, Delivering ATM Cards to Clients. 12. Proceeding Phone Banking, Mobile Banking, Internet Banking and SMS Alerts. 13. Proceeding Cheaque Books Request to Head Office. 14. Arranging, Delivering Cheaque Books to Clients. 15. Opening and Maintaining Lockers Facility to Clients. 16. Follow up Existing Clients and make Strong relationship with them. 17. Solving Problems of Clients Regarding Bank. 18: Make Pipe line on Daily, Weekly and Monthly basis.
1. Attract New Clients.
2. Sale of Bank’s Products.
3. Controlling and monitoring all Service Quality Affairs of Branch.
4. Making Strong Relationship with Customers.
5. Giving Presentation to Group of Prospect Clients.
6. Giving Financial Advices to the Clients.
7. Opening Accounts and Fulfilling Discrepancies of Accounts.
8. Closing Accounts on Customers Request.
9. Activation of Dormant Accounts.
10. Proceeding ATM Cards Request to Head Office.
11. Arranging, Delivering ATM Cards to Clients.
12. Proceeding Phone Banking, Mobile Banking, Internet Banking and SMS Alerts.
13. Proceeding Cheaque Books Request to Head Office.
14. Arranging, Delivering Cheaque Books to Clients.
15. Opening and Maintaining Lockers Facility to Clients.
16. Prepare Productivity Reports of BDO’s on Daily, Weekly, Monthly and Annually bases.
17. Follow up Existing Clients.
18. Solving Problems of Clients Regarding Bank.
1. Sale of Company Products.
2. Making Team.
3. Conduct test and interview of new candidates.
4. Arrange interview of selected Candidates with upper authority.
5. Assigning Targets on Daily, weekly, Monthly and Yearly Bases.
6. Leading and Guiding Team to Fulfill Targets.
7. Making Relationship with Branch Managers and other staff.
8. Attract New Clients.
9. Giving Presentation to Group of Prospect Clients.
10. Giving Financial Advices to the Existing Clients.
11. Prepare Productivity Reports of BSO’s on Daily, weekly, monthly and annually bases.
12. Follow up Existing Clients and Renewals Of Policies (Persistency)
13. Solving Problems of Clients Regarding Policies.
14. Deals in Death Claims.
15. Training of new Bancassurance Sales Officers.
16. Dealing Financial and Non Financial Endorsements.
Opening of Account
Preparation of KYC
Balance Inquiry
Filling of Deposit Slip
Receiving Of Cheques, issuance of Cheque Books
Activation of cheque Books
Online Transfer, branch transfer
Clearing (inward & Outward), OBC preparation,
Assist Document management officer in Editing of banking instruments.
Remittances(pay order)
Preparation of documents for Flexy Loan, Running finance, agri Loan, Purchase Order, delivery Order, Offer letter. Advances to Customers.
LLB
Master in Business Administration.
Becholours of commerce
intermediate in Comerce
matric
