Amrita B. Email and Phone Number
General Manager | Director - Real Estate, Mortgages and Investments at
@
Immigration Casa Tech Holdings
Dubai, Dubai, AE
Amrita B.'s Location
Dubai, United Arab Emirates, United Arab Emirates
Amrita B.'s Contact Details
Amrita B. work email
- Valid
- Valid
Amrita B. personal email
n/a
About Amrita B.
Experienced and action oriented Financial Advisor with a decade of experience in the financial services industry in Global Markets. Established credibility and skilled in Financial Services, Mortgages, Real Estate, Wealth Management, Business Relationship Management, Customer Service and Business Development. Power-house of finance professionalism with a Master of Business Administration (MBA) focused in Banking and Financial Support Services from The International University, Missouri, USA.
Amrita B.'s Current Company Details
Immigration Casa Tech Holdings
View
General Manager | Director - Real Estate, Mortgages and Investments
Dubai, Dubai, AE
- Website:
- immigration-casa.com
- Employees:
- 3
Amrita B. Work Experience Details
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General Manager | Director - Real Estate, Mortgages And InvestmentsImmigration Casa Tech HoldingsDubai, Ae
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General Manager | Director - Real Estate, Mortgages & InvestmentsImmigration Casa Tech Holdings Apr 2021 - PresentDubai, United Arab EmiratesImmigration Casa Tech Holdings - Your Growth PartnerMortgages | Migration | Corporate ServicesContact Us: Dubai: +9714 892 9676 | +97152 928 5523 | +97155 549 4492 | Spain: +34 666 620 907www.immigration-casa.com info@immigration-casa.com DUBAI | SPAIN | PORTUGAL
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Mortgage ManagerHome Matters Mortgage Consultants May 2017 - Apr 2021Dubai, United Arab Emirates• Fully qualified and experienced in dealing with clients from their initial enquiry all theway to mortgage completion• Developed a client portfolio driving revenue by offering financialadvice to investors for UAE & UK markets• Conducting client financial profiling to devise comprehensive mortgage and financialservice proposals• Monitoring changing trends in government regulations and banking products toprovide niche solutions to clients• Completing mortgage allocations by dealing with government authorities, leadingdevelopers, banks, valuators & realtors• Generating new revenue base from business partners, existing clients and activepromotion of Wealth products, Wills and FOREX• Recognised & Awarded top team performer and challenged to develop new marketsegments and deliver complex transactions -
Mortgage Manager - Mortgages And Wealth ManagementIndependent Finance Aug 2016 - Apr 2017Dubai, United Arab Emirates• Successfully delivered a Mortgage & Insurance portfolio by interacting with HNI clients• Exemplified excellent time management and multi-tasking skills by managing clientrelation and operational processes• Conducted compliance, underwriting and creditworthiness analysis to alignapplications in accordance with banking regulations & industry standards• Maximised revenues by promoting international insurance products like Zurich,Friends Provident & Metlife to existing clients• Generated new business by converting online enquiries and enhancing workingrelationships with key realtors and developers -
Business Development Manager - Mortgages And Wealth Management, Priority Client AcquisitionStandard Chartered Bank Jul 2015 - Jul 2016Dubai, Uae• Generated a portfolio of premium clients by promoting Mortgage &Wealth management services• Devised client investment strategies and planned personalized asset allocations byreviewing objective to risk appetite• Highly experienced in managing a wide range of investments, equities, bondsand structured products to identify investment opportunities by analysingmarket reports and tracking market trends• Well versed with local banking and finance laws to create accurate verificationreports, deliver compliance standards with reduced client redundancy andachieve 80% client retention goal of the organisation• Leveraged on CRM & MIS tools to capitalise on client data and revive dormantclient relations to build new revenue channels -
Relationship Manager - Bancassurance And Wealth ManagementFirst Gulf Bank May 2012 - Jun 2015Dubai, Uae• Maintained proficiency & product knowledge for all Leveraged Bonds & Investments,Savings, Educational & Retirement Plans to conduct client presentations by use ofillustration modelling• Exceeded target growth of 40% by promoting a portfolio of 10+ InternationalInsurance products from Zurich, Friends Provident, Metlife Alico & Salama takaful bycultivating strong partnerships and conforming queries from Analysts tounderwriters• Improved customer service experience by collaborating with cross functional teamsand sharing crucial information to assist colleagues in addressing client queries andenhancing client materialisation ratio• Created detailed financial goal analysis reports to initiate a unique andcomprehensive blueprint for potential existing & new clients• Tasked to develop client relationships, present investment to ROI illustrations,collating document filing and driving new sales revenues -
Relationship Manager - Premium Client AcquisitionStandard Chartered Bank Aug 2011 - May 2012Mumbai Area, India• Responsible for distribution of retail products including opening of new accounts,fixed deposits, investments & insurance plans• Cultivated relations with new clients to enhance product & sales distributions anddeliver revenues• Review policy applications for error and omissions then work with underwriters tofacilitate completion of process• Optimized client satisfaction by delivering professional services and promptturnaround times
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Assistant Manager - Wealth ManagementKotak Mahindra Bank Jun 2010 - Aug 2011Mumbai Area, India• Onboarding 10+ new to bank clients through retail products including openingof new accounts, fixed deposits and systematic investments (SIP's)• Managed a wide range of customer service processes to ensure customer experiencedelivery to the highest standards• Systems usage of Oracle and Siebel CRM tools to enhance a client detail andoperations database• Resolved customer concerns by prioritised troubleshooting and exercising strongnegotiation skill
Amrita B. Skills
Cross Selling
Equities
Branch Banking
Business Strategy
Investments
Financial Analysis
Retail Banking
Management
Trading
Trade Finance
Commercial Banking
Banking
Team Management
Business Development
Portfolio Management
Relationship Management
Risk Management
Business Relationship Management
Amrita B. Education Details
-
Hr College Of Commerce & EconomicsGrade A
Frequently Asked Questions about Amrita B.
What company does Amrita B. work for?
Amrita B. works for Immigration Casa Tech Holdings
What is Amrita B.'s role at the current company?
Amrita B.'s current role is General Manager | Director - Real Estate, Mortgages and Investments.
What is Amrita B.'s email address?
Amrita B.'s email address is amrita.bijlaney@sc.com
What schools did Amrita B. attend?
Amrita B. attended Hr College Of Commerce & Economics.
What skills is Amrita B. known for?
Amrita B. has skills like Cross Selling, Equities, Branch Banking, Business Strategy, Investments, Financial Analysis, Retail Banking, Management, Trading, Trade Finance, Commercial Banking, Banking.
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