✯ Actively engaged in Relationship Management Hub to cater the service requirements of Burgundy Customers✯ Spearheading the Digital Relationship Managers (RM) to accomplish the set target of revenue (IPG and other cross sell) from the mapped set of customers allocated to him/her✯ Ensuring that the Digital RM’s facilitate premium customer service delivery to his/her mapped Burgundy portfolio✯ Leading the Digital RMs to work on CASA deepening and NTB lead generation along with… Show more ✯ Actively engaged in Relationship Management Hub to cater the service requirements of Burgundy Customers✯ Spearheading the Digital Relationship Managers (RM) to accomplish the set target of revenue (IPG and other cross sell) from the mapped set of customers allocated to him/her✯ Ensuring that the Digital RM’s facilitate premium customer service delivery to his/her mapped Burgundy portfolio✯ Leading the Digital RMs to work on CASA deepening and NTB lead generation along with offering NDIAS services✯ Steering Client Outreach programs, leading the NRI portfolio through client outreach and continuous tracking of client relationship entailing product, portfolio and banking requirements ✯ Instrumental in accomplishing Revenue Targets by achieving the monthly assigned revenue targets via competent cross- sales and generating fee income across Investment, Assets, Cards and Liability products✯ Ensuring optimum utilization of all applications, tools, and databases employed to process transparent end to- end client support; working on systems pertaining to Banking transactions and services✯ Steering efforts to ensure that internal control policies are adhered to and the organization's activities are performed in line with all regulatory, legal, and governmental regulations✯ Engaging in Customer Service and Sales verticals through up-selling, cross- selling, keeping the customers informed on market information and updates✯ Handling the servicing of requests to develop an impeccable customer experience✯ Acting as the Single Point of Contact for customer’s banking needs Show less

✯ Facilitated risk assessed investment solutions to high end wealth management clients on multiple international products across geographies✯ Tracked down and comprehended client’s financial conditions, risk capacity and investment goals ✯ Fulfilled the client’s requirement while limiting exposure to litigation, regulatory scrutiny and loss of client’s trust✯ Ensured to provide suitable risk cover and imparting guidance clients about various investments and banking products by… Show more ✯ Facilitated risk assessed investment solutions to high end wealth management clients on multiple international products across geographies✯ Tracked down and comprehended client’s financial conditions, risk capacity and investment goals ✯ Fulfilled the client’s requirement while limiting exposure to litigation, regulatory scrutiny and loss of client’s trust✯ Ensured to provide suitable risk cover and imparting guidance clients about various investments and banking products by following asset allocation approach✯ Managed transaction banking and investments via offshore viz Singapore, in addition to UAE by offering customised solutions✯ Kept a close watch on investment accounts for ensuring adherence to investment and asset allocation purposes and policies✯ Managed the servicing and enhancement of the client portfolio ensuring integrated and continuous approach✯ Led the portfolio management of HNI clients in co- ordination with relationship managers✯ Offered wealth management solution to clients in their off - shore accounts✯ Resolved clients service-related queries and issues, handled voice recorded confirmation calls for execution of payments and investments✯ Followed-up with Trading desk on Redemptions and Subscription of Fixed income Securities and Mutual Fund Products✯ Worked with several stake holders to augment business growth across various products✯ Carried out QA in line with AML and compliance on the document collected for Investments, Currency Swaps, Trading Loans and Insurance✯ Coordinated with product and support teams on the testing and implementation of new projects based in Dubai and out of Dubai Show less

✯ Generate qualified sales leads and appointments for the business, comprising new business Support Contracts✯ Trailed the marketing campaigns to determine new leads✯ Kept a close watch on leads sent to sales people✯ Handled the reporting on telemarketing activity✯ Strengthening relationships with prospects, collated key information to support in the sales process