Niranjan J Email & Phone Number

Abudhabi

 Collaborating with Private Banker to assist clients in accomplishing wealth management objectives. Producing quotation as per customer requirement finalize with Bank LPO to payment to the dealer. Accountable for conducting showroom walk-in, Tele in, email clients, and converting them to prospective customers  Successfully provided daily updates on DMS and E-Dealer systems  Developing and maintaining a professional understanding of customer base to assist Banker in deepening current relationships. Performing as an essential contact for selected customer relationships under Banker guidance. Initiating apt activities to ensure an on-time and scheduled response to customers. Ensuring to alert Banker concerning any delays along with potential issues. Supporting to open and link new accounts on One Source. Assisting Banker to attain approval on new account openings. Providing securities details, quotes, and valuations to customers. Implementing and supervising all unsolicited trade activities. Ensuring to alert Banker of prospective sales opportunities surface from discussions with clients. Developing and overseeing relationships with clients performing alongside Relationship Manager to ensure top-level service provided to clients. Performing as the key contact point for a portfolio of clients dealing with routine matters throughout the range of services and products.

Abudhabi

 Met with potential clients to gauge the utility and viability of future working relationships. Ensured regular contact with existing clients to maintain our company's presence. Repaired disengaged or fractured relationships. Conducted in-depth needs assessments to understand each client's requirements better. Identified a range of our offerings that could meet the goals and values of each client. Proposed and deliberated potential solutions in consultation with clients. Prompted clients to upgrade their existing packages and to purchase additional offerings. Set clients' concerns swiftly and professionally. Harnessed internal relationships to better address clients' needs and maximize our profits.

Downtown, Abu Dhabi, United Arab Emirates

 Diversified and enriched experience in implementing revised processes due to required regulatory compliance/changes. Established structure, drove vision, developed procedures, service standards & operational policies.  Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes Performed transactional adjustments to client accounts requiring corrections Worked with other areas of the firm and IT to improve existing processes Successfully involved in the daily performance of cash management requests Created and supported various management reporting tools Actively worked with the control team to improve existing processes.

Bangalore Area, India

B.Com, Commerce, First Division

Puc, First Division

Sslc, Second Division