• Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management.• Focus on the analysis and satisfaction of Priority Customers financial as well as investment needs and objectives.• Provide the face of the Bank to the high net worth customers of the Bank.• Products involved are: IS/IA/BA/FX, NTB A/c, Liability products and any new launches.• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue.• Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, and no. of transactions.• Induction of all (NTB) new customers brought in by the Branches & Direct Sales team.• Ensure coverage of customer base in accordance with the approved contact plans.• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business Done, etc.)• Maintain and update customer information with accurate and timely generation of reports.• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.• Manage the portfolio to de-risk against attrition and achieve stability of book.• Serve as the one-point contact to the High Net Worth customers of the Bank.• Ensure KYC/AML updates, proper zero error documentation.• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.• Ensure full awareness of all policies relating to operational risk, sales processes etc and comply with the same.

•Responsible for prospecting the clients through relationship management mechanism and approaching them for a complete retail banking solutions.•Providing financial advisory and timely solutions to the client’s investment, Insurance & savings needs. Looking at the client's income, and assisting plan their short, medium and long-term goals by preparing suitable financial/ investment plans.•Portfolio includes plans from, DIB structured products, Salama, Noor Takaful and Aman Insurance, Bonds and Structured Notes.•Servicing the existing customers through the proper track of their portfolios with respect to the timely switching of the funds.• Tracking the flow of the premiums on monthly basis for each customer and hence updating them with statements of their Investment / Plan.•After Sale services, like withdrawals, reinstatement, amendments and other policy servicing matter.•Generating prospect to cross sell bank products like Fixed Deposits, Loans, etc.

* Responsible for prospecting the clients through relationship management mechanism and approaching them for a complete retail banking solutions.* Responsible for the budgetary sales of CASA, Fixed deposits, credit cards and other retail products.* Providing the clients with a tailor made financial solutions so as to achieve their financial goals about their future through certified financial planning techniques.* Responsible for Bancassurance budgetary and sales targets from the Mass Affluent client Base of the Bank. Bancassurance portfolio includes plans from Friends Provident International, Zurich Life, Royal Skandia, Metlife Alico, Aviva, Royal London 360, Aman Insurance (Shariah Compliant), Salama (Shariah Complaint) and Oman Insurance, besides Bonds and structured Notes.* Responsible for the after sales service process including providing timely valuation reports, reinstatements, withdrawals etc.

•My job was to plan new strategies, implement them to establish network & maintain relationship internally as well as externally.•Performed monthly sales forecasting and competitive analysis to determine product performance levels and the need for new product developments and modifications.•Profiled customers and implemented one to one Sales strategy.•Evaluated all marketing activities and organized sales budgeting reports. •Prepared the pricing proposals and assessed distribution performance.•Interacting with customers using both verbal and written communication skills to discuss products.•Understanding of issues and need in business to achieve corporate goal and higher decision making ability within business. •Ensures sound planning and management to work within target and increase company sales.•Worked in a Team I was actively involved in promoting company’s Sales & Productivity among the people and achieving company targets and also sometimes supervising accomplishment of group target.•Work closely with various teams to ensure that standards and process requirements are embedded to specification.

•Managing, planning and selling activities, following the strategic selling and large account management processes at Corporate levels. •Gather client information and present customized and tailored Wealth Planning solutions to clients •Model multiple planning and investment review and create client presentations •Effectively source business prospects and employ client acquisition techniques •Consult clients on investment strategies based on their financial and investment objectives •Balance management of referral activities, customer follow-ups and administrative tasks •Research regional markets for prospective new customers•Corporate Sales and selling cycle management from lead generation to establishment of on-going business.•Design, implement & facilitate an effective local & national marketing strategy. •Carrying out effective research & intelligence into competitor products & other trends. •Constantly improving business development activities. •Develop partnerships & relationships with third parties to meet strategic objectives. •Identifying key business & marketing opportunities.