ياسر نواز

Relationship Manager في Maahreq Bank

• الإمارات العربية المتحدة - دبي
• أشغل هذه الوظيفة منذ أغسطس 2021

● Managing current portfolio of 900+ multinational clients with a total AUM 300 Mn.

● Account Management for Mashreq Gold and Mashreq Plus customers based in UAE and non-resident.

● Providing a full range of wealth management products and developing long-term relationships.

● Generate new to-bank liability in the segment on the basis of salary transfer, mortgage, and investment.

● Performing KYC/AML reviews & Due Diligence reviews in a timely manner.

● Acquiring new business by opening new accounts, Personal Loans, Mortgages, and credit cards.

● Business generation from FX, investment, liabilities, insurance, mortgage, and personal loan.

● Induction trainings on RBG offerings to new hires

● Delegate team of advisors and RM’s on insurance and investment offerings for client meetings.

● FX trade through our Margin Trading Account.

● Helping Customers to get the preferential rate and equally profitable revenue to the Bank.

● Cross-selling the other banking products and generating leads for another department to help.

● Verifying the leads and doing continuous follow-up to close the case and monitor it closely.

● Updating the leads on the CRM & helping other departments to resolve the issue.

● Creating Dynamic reports with Pivot tables, and Mashreq portfolio Management through Excel pivoting.