Services
Video meeting . 15 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
About me
highly effective professional with more than 10 years of Banking experience in UAE. Specialized in retail, corporate banking liabilities & asset products sales & services.Insurance & investment advisor.
Providing full range wealth management Products
developing long term relationship. Increasing the total Liabilities & annual PFA AUM
through the clients Performing KYC/AML reviews & Due Diligence review
in timely manner. Acquiring new business by opening new account,
personal Loans, Mortgage, credit card, etc. Setting up appointments for Investment and Savings
program. Helping the customer to buy and sell the foreign
currencies through our 24/7 online treasury channel.
FX traded through our margin trading account. Also equally getting profitable revenue to the Bank &
Getting the best rate for customer satisfaction. Personally meeting the customer if required and helping the customer to smoothen the banking
process. Risk profiling and coordinating with the service providers and operations to expedite the process Maintain satisfactory control & compliance with full adherence to all laws and regulations & company
policy and procedures. Penetrating more on Investment and Banca assurance
products. Cross-Selling the other banking products and generating leads for other departments to help and get
more business. 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 within the TAT. Customer experience & quality check for other
personal banking department. Assisting the client with dormancy activation and Foreign equities account to increase the revenue to
the bank. Handling team in the absence of the Area Manager by sending the MIS and all the Queries raised by different
teams internally.