• Deliver an exceptional customer experience by identifying financial needs and tailoring recommendations for everyday banking, retail investments, lending, home financing, and small business requirements• Referred clients to in-house financial experts and departments,including mutual funds and educated the branches in using the CRM• Update and manage customers contact database with accurate profiles, notes, and relevant information• Prepared and maintained 100% accuracy of all… Show more • Deliver an exceptional customer experience by identifying financial needs and tailoring recommendations for everyday banking, retail investments, lending, home financing, and small business requirements• Referred clients to in-house financial experts and departments,including mutual funds and educated the branches in using the CRM• Update and manage customers contact database with accurate profiles, notes, and relevant information• Prepared and maintained 100% accuracy of all bankingdocumentation related to• Identified new business / Investments opportunities forcustomers with the Bank opening/closing accounts, obtaining signatures and assigning account numbers• Guided the customers with correct information of the bank's product including Personal loan, Auto loan, Credit Cards, NBD online service and Accounts• Work as a team with the Market and Branch Managers to achieve Bank at Work relationship development, growth goals and objectives• Facilitated clients in the opening, closing and managing transactions with 0% error• Submitted credit and loan applications to underwriters for verification and recommendations.• Managed flow of applicants through approval process, completing continuous reviews and corrects to minimize delays. Show less

•Managed relationship building between company and high-paying clients, completing regular visits and providing loyalty discounts • Educated customers on available processes and services to increase sales• Forecasted product sales and achieved quarterly and annual sales objectives• Created and directed sales training and development courses to enhance team skills and performance• Profiled, targeted and prospected territory within and beyond existing customer base to expand reach… Show more •Managed relationship building between company and high-paying clients, completing regular visits and providing loyalty discounts • Educated customers on available processes and services to increase sales• Forecasted product sales and achieved quarterly and annual sales objectives• Created and directed sales training and development courses to enhance team skills and performance• Profiled, targeted and prospected territory within and beyond existing customer base to expand reach and revenue•Boosted team morale and overall sales volume by creating incentivising sales contests• Exceeded specific team goals and resolved issues, partnering with upper management team to share and implement continuous improvements• Generated monthly and annual sales reports to determine growth and areas requiring improvement Show less

• Recommended insurance strategies to reduce or control risk,enhancing protection• Assisted with quarterly risk management self-assessment process to identify potential problems and reduce adverse outcomes• Consulted with stakeholders to gather information andcomprehend data requirements• Studied financial and economic trends to assess contributing factors affecting success of business• Researched potential clients and studied risks involved to carry on projects, determining… Show more • Recommended insurance strategies to reduce or control risk,enhancing protection• Assisted with quarterly risk management self-assessment process to identify potential problems and reduce adverse outcomes• Consulted with stakeholders to gather information andcomprehend data requirements• Studied financial and economic trends to assess contributing factors affecting success of business• Researched potential clients and studied risks involved to carry on projects, determining capacity and capability• Forecasted developments involving investment risks and economic influences to protect client interests• Advised clients to diversify accounts, choose low-risk investments and expand portfolio using different currencies to increase profits Show less

• Built new business partnerships to drive customer acquisition and generate revenue.• Implemented seasonal and special discounts, driving customer engagement through promotions.• Set budget and monitored expenses to run profitabledepartment.• Assessed market conditions for potential opportunities and risk factors impacting promotional strategies.• Leveraged CRM data to send targeted emails designed to increase sales.• Motivated sales staff to continuously improve… Show more • Built new business partnerships to drive customer acquisition and generate revenue.• Implemented seasonal and special discounts, driving customer engagement through promotions.• Set budget and monitored expenses to run profitabledepartment.• Assessed market conditions for potential opportunities and risk factors impacting promotional strategies.• Leveraged CRM data to send targeted emails designed to increase sales.• Motivated sales staff to continuously improve strategies through competitions and personalised coaching plans.• Enhanced product marketability and improved profits with optimum targeting on sales and marketing strategies.• Maintained detailed record of sales activities and compared trends to identify underserved areas and opportunities for improvement.• Executed successful marketing events, open houses and display shows for products. Show less