Sales And Accounts Executive
links insurance brokers
Total years of experience :12 years, 10 Months
•Customer Service
•Handling corporate accounts for all general and medical insurance.
•Ensuring Customer Satisfaction.
•Encouraged more customers to use company's products/services
•Carried out daily follow up with prospects to successfully close deals and obtain sales.
•Dealt with customer’s issues and complaints. Accordingly provided feedback to concerned staff.
•Oversaw smooth processing of deliveries; made sure everything is delivered on the exact location within specified timeframe.
•Customer Service
•To provide solution to the customer's financial needs. (Loans, credit cards and investment)
•Listing companies under Mashreq bank policy.
•Cross selling to existing customers and Acquisition of new customers.
•Ensuring Customer Satisfaction.
•Preparation & maintain the sales call report.
•Exploring new sales areas & way to achieve target.
•Responsibility for ownership of KYC (Know Your Customer) for the client base, e.g. completeness of account opening documentation, timely completion of Enhanced Due Diligence of customers.
•Building & managing corporate relationships with large corporate to promote personal banking products & services.
•Negotiating and follow up with personal credit and credit operations departments’ in order to give the best service within a given time frame.
•Coordination with individual customers and attending to their personal banking needs.
•Making sales and product presentations for corporate clients & other organizations.
•Training of the new recruits with hands on experience.
•Gathering competitor information and making presentations in order to update direct sales team on market changes.
•While over achieving the sales target set by the management bringing in more sales in order to achieve the department target.
•Supporting recoveries team whenever necessary.
•Mortgage car loans.