Providing expert financial advice to clients seeking home finance, refinancing, or equity release.Conducted in depth consultations to explain home finance loan, terms and repayment options.Managed end to end loan application processes, ensuring accurate documentation and compliancewith regulatory documents.Facilitated credit assessments and working closely with underwriters to secure loan approvals effi-ciently.Analyzed current mortgage rates, market trends to provide competitive options.Consistently achieved and exceeded monthly sales targets.Proactively identified new clients opportunities through networking referrals and target outreach.Strong understanding of mortgage products, financial regulations and compliance standard.

Offer home finance products to locals and expats throw calls.Explain the product features to the customers to take the proper decision.Coordinate with the bankers & broker companies to get the best offer and find the best choice.Coordinate with the customer to register his property timely.Follow up with the bankers to finalize the disbursement.Follow up with the underwriting team daily.

Communicate with the bank departments to get business done.Finance dispersal and drafting the contracts.Achieving monthly target of 1 millionKeeps management informed by submitting activity and results reports, such as daily call reports,weekly work plans, and monthly and annual plans.

Responsibilities •Managing the sales division •Follow up with the team members their daily , weekly & monthly activities .•Arranging meetings with huge institutions .•Attending business meetings with the team members.•Follow up with the underwriting team all the team submissions on daily basis.•Giving all the needed support for my team to reach their own targets & the team target as well.•Coaching & training . •Giving a periodical training on the policy & its new changes.•Reporting to the head management weekly & monthly.•We have portfolio of 5000 companies handled by our sales team .•Develop and execute recruiting plans.•Research and recommend new sources for active and passive candidate recruiting.•Attending the insurance companies meetings

 Assisting customers with routine account-related requests such as:• Funds transfers• Automatic funds transfers (AFTs)• Stop payments• Inquiries about bank deposit products and service charges• Inquiries about ATM and Debit Card usage and limits• Inquiries about checking and savings accounts transactions• Inquiries about funds availability• Check verification requests by third parties Researching and resolving customer problems, acting as the customer liaison between other bank departments when necessary. Cross-sell bank products and services based on customer needs, in accordance with the bank’s program standards. Process necessary paperwork to rebate customer service charges. Verify information on ATM/Debit Card applications to the information in customer data-base. Send exceptions to Personal Banking Counselors for corrections Perform customer requested research, including printing statement and check copies. 12. Input, maintain and/ or delete ATM and Debit Cards within system. Transfer funds to cover customer overdrafts as directed by Bank Operations Contact customers to obtain necessary signatures on items with missing or irregular signa-tures. Maintain the Bank’s files for Currency Transaction Reports, customer safekeeping receipts, loan and trust collateral receipts, commercial resolutions, Powers of Attorney, court orders, levies, miscellaneous deposit documentation, and general correspondence.

 Initial assessment of client data. Entering Application data into the relevant system. Screening Application under filtering rules in order to separate simple from technical Applications. Processing simple and technical issuing for all Bancassurance Business. Communication + liaison with the Bancassurance front office + Admin Personal. Outstanding report for Technical cases & refunding of cancelled or expired applications.

• Calendar management for executives• Assist legal team by preparing relevant legal documentation.• Compile, proofread and edit drafts of contracts, leases, licenses, policies and other legal docu-ments.• Manage legal documentation and correspondence in strict confidence.• Archives and organizes legal files and supporting documents.• Maintain file information in both hard copy and electronic format• Coordinate appointments, including all correspondence and logistics necessary.• Complete administrative duties such as making copies, answering and directing phone calls and greeting clients.• Perform other duties as assigned• Aid executive in preparing for meetings• Responding to emails and document requests on behalf of executives• Draft slides, meeting notes and documents for executives