Relationship manager
Al Masraf Bank
مجموع سنوات الخبرة :10 years, 4 أشهر
Acquisition of High Net-Worth Business banking clients for Liabilities and wide range of investment / Treasury products.
Successfully oversaw a $60M portfolio comprising 87 high Net-worth clients.
Serve as the one-point contact to the High Net-worth customers of the bank.
Responsible for increasing liabilities size of balances in accounts of existing customer and enhancing customer profitability by capturing a larger share of wallet.
Target and cross-sell Integrated business financial services to priority clients who are Self-employed professionals and businessmen.
Managing a team of 5 to 7 Relationship officers and making sure they achieve their target of acquiring new to bank accounts.
Monitor and review the activity of the team and maintain call reports and MIS.
Monitor daily proposals and the booking of the team. Keep the team motivated at all the times.
Managing wide range of products including wealth management, portfolio management, Treasury & Banca products (Life Care, All in one, Life Saver etc.) while maintaining customer relationship.
Review KYC/AML documents for new high-risk clients (PEP, UHNWI) and performing Enhanced Due Diligence for high risk clients.
Monitoring payment transactions for AML/CFT purposes in compliance with local banks and world standards. Responding to the queries raised by the beneficiary/ correspondent banks without any delay.
Work closely with referral partners like the Auditors, Consultants, Law firms and government bodies for referrals.
Developing solid partnerships with clients, peers, vendors and management teams to facilitate efficiency and productivity and achieve success while ensuring top-flight quality assurance.
Acquisition of Business accounts for Liabilities and managing the overall portfolio.
Generating revenues through Foreign Exchange, Banca, Investments and Trade Facilities (i.e. LC Discounting)
Responsible for deepening the existing relationships by cross selling of Bank’s
products and services / third party Investment Products.
Responsible for increasing liabilities size of balances in accounts of existing customer and enhancing customer profitability by capturing a larger share of wallet.
Target and cross-sell Integrated business financial services to priority clients who are Self-employed professionals and businessmen.
Foster and deepen client relationship by providing regular market information updates and trend analysis on investment and treasury products.
Acquisition of High Net worth Personal Banking Clients for Liabilities.
Contributing to Maximizing Liability Book through Increased CASA and Deposits.
Provide and sell all Retail banking products and services for new and existing customers.
Serve as the one-point contact to the High Net-worth customers of the bank.
Build and deepen relationships with existing Priority customers to achieve an increase in share of wallet and revenues.
Promote and sell Standard Chartered Bank all Retail banking products.
Sale of Demat and Trading account to new and existing customers of the bank.
sale of Demat and trading account
cross selling multi products
Banking & Finance