Experience

JCBL

• United Arab Emirates
• Financial Services
• 100 - 200 Employee

• Relationship Officer

  • Nov 2021 - Present

  Documenting all the customer inquiries and commenting regarding the product. Coordinating with different departments regarding credit card status and solving customer discrepancies. Responding in a timely manner to solve the customer’s problems to find a suitable product. Promoting the sales of personal banking products in the allocated markets. Communicated with different customers for sales promotion and always looking for new sales opportunities. Setting up meetings with new clients as well as existing clients. Exceededtargetedsalesgoals. Accurately filled out paperwork daily to ensure the credit card process was complete. Providing banking solutions to the rising needs of the customers. Responsible to deal with new accounts every day. To conduct promotional activities group meetings and road shows to achieve budgeted sales volumes. Setting up meetings with new clients as well as existing clients. Managing achievements of sales objectives by setting sales targets. Representing their company at trade exhibitions, events and demonstrations.



Nariman Finvest PrivateLimited

• India
• Appliances, Electrical, and Electronics Manufacturing

• Operations Assistant

  • Jan 2019 - Aug 2021

  Increased customer retention by 15% and added new customers increasing company production by 20%Received callers providing exceptional listening skills to determine the nature of their call-in order to clearly andprecisely address their inquiries in a professional manner.Daily BOD, EOD process and back-office operations.Opening demat account & modifying files.Assisting clients with the demo for trading application, when required.Typed memos, correspondence, reports and other documentation including follow-up letters to customers to ensure their questions were addressed and to assure them of support throughout the life of their membership.Created customer satisfaction survey utilizing Microsoft Word to drastically reduce potential problems.Product delivery intraday margin CO & BO orders.Assist colleagues administratively typing letters, memos, and reports.