Zeina Daher

Awarded as Best CBI First RM for Q1, 2018


Building, growing, and managing a portfolio of VIP & Affluent customers

Enhancing segment sales and promoting the cross selling of bank’s products to existing and potential priority clients

Achieving revenue goals, sales, and portfolio growth targets across a range of products and services (CASA Balances, Term Deposits, Mortgages, Bancassurance, Investments)

Ensuring the highest level of service quality through direct interface with clients

Managing relationships with investment clients on a regular basis and growing customer profile by deepening existing customer relationships

Optimizing the potential value of the priority base through the delivery of wealth related products

Identifying financial and non-financial requirements by conducting financial need analysis

Developing a clear understanding on global capital markets, macroeconomic trends, and the latest occurrences in financial markets to advice clients

Conducting annual and periodic reviews of individual accounts

o Achieving the highest in “ABU” performance in 2016
o Part of the 2015 Change Team in the Retail Group
o One of the Top 10 performers among all branch network

Meeting with new clients to create new business opportunities

Offering client solutions through the most suitable products that cater to their needs

Ensuring strong awareness and compliance to the bank’s regulatory requirements

Deepening existing customer relationships through constant communication and providing financial advice

Delivering monthly sales and revenue targets (Assets and Liabilities)

Building and maintaining strong and effective business relationships with clients

Assisting customers with queries related to security items such as cheque book requisitions, debit & credit cards, statements, and account balances.

Handling security items in the branch and delivering the same to customers

Responding to customer issues/ queries in a timely and efficient manner

Reporting to Customer Service Manager

Preparing business contracts for clients

Creating and maintaining professional and positive business relationships with clients

Arranging for advertisements with local advertising magazines

Researching prospective clients within the UAE and other Gulf and international regions

Maintaining a detailed description of the company’s projects

Working closely with employees for constant project updates

Coordinating with the IT team for constant website updates

Reporting to Executive Director