Relationship Manager - SMEs - Wholesale Banking

• In charge of day-to-day client relations in the branch, this entails coordination with the various departments within the bank to ensure smooth and efficient delivery of bank’s services to clients; ensuring clients strict adherence to bank’s credit policy and operational procedures• Prepare branch business plan and ensure achievement of individual branch targeted figures; this entails generating new business and cross selling of ABC products and services• Manage customers’ portfolios… Show more • In charge of day-to-day client relations in the branch, this entails coordination with the various departments within the bank to ensure smooth and efficient delivery of bank’s services to clients; ensuring clients strict adherence to bank’s credit policy and operational procedures• Prepare branch business plan and ensure achievement of individual branch targeted figures; this entails generating new business and cross selling of ABC products and services• Manage customers’ portfolios to render a superior level of customer satisfaction in addition to maximizing the profitability out of the existing relations• Provide leadership and supervision to department team with undivided focus on sales and service to achieve the sales figures in line with the pre-set goals and objectives on regular basis• Ensure that all department subordinates are fully aware of ABC products and services• Ensure a high level of abidance to Compliance regulations, including KYC, In addition to the bank policies and procedures in all aspects• Responsible of the maintenance of QA measures in my area• Monitor and motivate subordinates to render superior banking experience to customers• Ensure all department reports are reviewed and submitted properly on regular basis and in timely manner• Ensure that the department custody is well and properly maintained• Receive, handle and resolve customer complaints in a timely manner to meet customers’ expectations• Develop subordinates’ knowledge and skills via on job training or recommending knowledge/ skills training sessions• Prepare a succession plan with reasonable time frame• Coach & guide direct subordinates to ensure full utilization of their capabilities• Replace Branch Manager regarding Business activities Show less

• Serving walk-in customers• Cross-selling to existing customers• Seeking maximizing branch profit (Trade finance) • Opening new corporate & personal accounts• Daily prospecting for new customers• Weekly phone calls, appointments & outgoing calls• Target Criteria maintenance

• Serving walk-in customers• Cross-selling to existing customers• Seeking maximizing branch profit (Trade finance)• Opening new corporate & personal accounts• Daily prospecting for new customers• Weekly phone calls, appointments & outgoing calls• Target Criteria maintenance

• Selling Money Market Fund (MMF) accounts of five banks• Selling Money Market Portfolio accounts• Selling End of Service Savings Plan (ESSP)• Daily conference call meetings, appointments and phone calls• Daily prospecting• Target criteria maintenance

- Managing & Coaching a team of 5 agents.- Daily recruitment and growing number of managed agents.- Daily morning & evening meeting.- Daily field support.- Daily prospecting.- Weekly training on products combination.- Daily Time Management for the team.- Target criteria Maintenance.- Customer Servicing.

 Selling life & Medical Insurance Customer service. Target criteria maintenance. Time management. Daily Phone calls and personal visits. Daily Prospecting. Daily morning & evening meeting.