SABB Bank, KSA
Total years of experience :9 years, 3 Months
Wealth management
• Building and maintaining relationships with clients and key personnel within
customer companies.
• Conducting business reviews to ensure clients are satisfied with their products
and services.
• Alerting the sales team to opportunities for further sales within key clients.
• Letting customers know about other products the company offers.
• Attending meetings with clients to build relationships with existing accounts.
• Achieving client relationship targets and KPI’s as set by the Head of Sales.
• Working closely with Account Managers and Sales Consultants.
• Escalating and resolving areas of concern as raised by clients.
• Carrying out client satisfaction surveys and reviews.
• Monitoring company performance against service level agreements and flagging
potential issues.
• Updating the CRM and ensuring account managers are aware of changes within
clients.
• Passing leads to the sales team and following up on progress.
• Liaising with internal departments to ensure client needs are fulfilled effectively.
• Assisted customers with routine account related requests.
• Resolved customer issues
• Cross-sold bank products and services based on customer needs.
• Maintained the filing requirements for the branch.
• Overachieved branch targets on multiple occasions that ultimately lead to my
promotion to deputy branch manager
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