Relationship Manager, Priority Banking & Wealth Management
Commercial Bank International
Total years of experience :15 years, 6 Months
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
Graduated with Distinction
Professional Diploma in Marketing (Marketing Planning, Project Management, Managing Marketing & Delivering Customer Value)
Dean's list 3 semesters GPA 3.41 (on a scale of 4)