personal banker
HSBC - United Arab Emirates
Total years of experience :11 years, 3 Months
I help clients by providing them with holistic and most suitable solutions to their financial needs.
At HSBC we are providing premium financial services in the UAE and across the world, making sure to simplify the banking and to meet the financial goals of our customers.
I specialize in identifying opportunities within an individual's financial situation that in turn, enables them to maximize their financial standing here within the jurisdiction of the UAE.
My primary role is to consistently exceed ambitious targets from cold calling to networking and looking at new and innovative ways of prospecting new clients.
Introducing to clients:
Savings & Investments Planning
Tax Mitigation
Pension Transfers (SIPP)
Offshore Bank Accounts
Retirement Planning
Education Fees Planning
Health & Critical Illness Insurances
While working in Du, I was responsible for identifying and acquiring new business within the Large Enterprise segment. From prospecting to its closure/up- selling of other company services, I was successfully implementing the whole sales cycle.
Consistently met and exceeded department target expectations, collaborated with all departments for smooth transactions and customer migration. Scheduled and attended at least 10-12 appointments per week. Delivered exceptional account service to strengthen customer loyalty. Secured and established new accounts by providing them with support and problem-solving in time efficient manner.
At IMCS my main goal was to develop a recently opened division. In the first year due to my accurate research about the company’s products, services and studying competitors, I increased the existing client database by 40%, and by 120% after completing 2, 2 years. I handled around 300 accounts making sure that all their requirements and expectations are met.
In this time I hired and managed 2 people in sales support, was handling relationships with suppliers, payments, involved in marketing campaigns and attending exhibitions to further develop my department.
Once completing my tenure, i built strong relationships with clients by providing them with innovative products and delivering services within a strict timeline, as well as build very good name and reputation in the UAE market.
Started my career as Hotel Sales Executive, I have shown a successful track record of acquiring new businesses and establishing a solid client base through direct and indirect sales.
Developing and maintaining strong relationships with clients was key to ensuring recurring business. Coordinating all sales activities with other units and departments to deliver best and fast service to clients.