Assisting high net worth individual to setup new business entities, their residency requirements, open up accounts, tax residency certificate, audit reports ect.

Managing Companies portfolio of large corporate in UAE.

Develop relationship with high net worth customer in term of generating revenue for bank. Conducting comprehensive review on allotted & NTB portfolios including meeting with clients, corporate to identify opportunities and preparing complete feasibility report according to customer profile.Maintaining & processing of all types of Assets Loans, Business Loans, Investment vehicles, Ect.Successfully explain and promote complex financials products to clientsMaintaining and exercise control over allotted portfolios to ensure that services to customers are of the highest standard, while constantly monitoring customer quality in order to minimize the risk of loss to the bank.Preparing Loan products keeping in view the requirement of the client and their credit worthinessUndertaking in depth knowledge of capital markets, financial planning and risk analysis through effective data collection and coordination with other functions in the bank.Identify new and potential relationship opportunities by continually exploring and prospecting for viable relationships in order to achieve relationship targets.Achieve cross-sales and referrals from the existing book to increase assets under management and profitability of existing clients.Adhering to all reporting requirements regulatory or organizational and providing feedback to management regarding developments in own territory likely to affect business achievements, account relationships or customers.Identify new product opportunities, needs in the marketplace and communicate these to the appropriate product specialists.Ensuring KYC, proper zero error documentation.Meet governance, risk management, training & competence, controls and compliance requirements.

in MCB Bank, Pakistan in SME Liabilities Multi Product Responsibilities:Maintaining and exercise control over allotted RM portfolios to ensure that services to customers are of the highest standard, while constantly monitoring customer quality in order to minimize the risk of loss to the bank.Identify new and potential relationship opportunities by continually exploring and prospecting for viable relationships in order to achieve relationship targets.Communicate, deliver, and close on client proposals, preparing bespoke client solutions as necessary.Achieve cross-sales and referrals from the existing book to increase assets under management and profitability of existing clients.Being individually accountable for servicing the needs of key accounts.Adhering to all reporting requirements regulatory or organizational and providing feedback to management regarding developments in own territory likely to affect business achievements, account relationships or customers.Identify new product opportunities, needs in the marketplace and communicate these to the appropriate product specialists.Serve as the one-point contact to the High Net Worth customers of the bank.Ensuring KYC, proper zero error documentation.Meet governance, risk management, training & competence, controls and compliance requirements.