Yasir Nawaz, Relationship Manager

Yasir Nawaz

Relationship Manager

Maahreq Bank

Lieu
Émirats Arabes Unis - Abu Dhabi
Éducation
Master, Public Relations And Advertising
Expérience
2 years, 10 Mois

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Expériences professionnelles

Total des années d'expérience :2 years, 10 Mois

Relationship Manager à Maahreq Bank
  • Émirats Arabes Unis - Dubaï
  • Je travaille ici depuis août 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.

Éducation

Master, Public Relations And Advertising
  • à National University Of Modern Languages
  • décembre 2024

Masters in Public Relations and Advertising. Whereas I have been associated with the field of Communication for over past more than 10 years.

Specialties & Skills

Customer Loyalty
Customer Support
Customer Service
Business Development
Relationship Manager
Customer Support
Customer Success
Microsoft Excel
Client Relationship Management
Business Development
Client Engagement and Retention
System Application Trainer

Profils Sociaux

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Langues

Punjabi
Expert
Anglais
Expert
Urdu
Expert
Hindi
Expert

Loisirs

  • Relationship Building
    I have a vast experience in the field of Relationship management.
  • Socialization