Experience

UAE Exchange

• United Arab Emirates
• Financial Services
• 700 & Above Employee

• Senior Relationship Manager

  • Jun 2014 - Present

  WORK EXPERIENCE Sr. Relationship Manager June 2014 - Present UAE Exchange LLC, UAEKey Responsibilities:  Actively managing a portfolio of premier clients, acquiring and upgrading existing clients through becoming a trusted advisor to them. Managing client money and remittance needs, advising them on products and services to be availed based on their profile and risk appetite, performing financial and goal-based planning to enable clients to fulfil their aspirations. Committing to integrity and confidentiality at all times, only operating in the best interests of the client without mis-selling or mis-representation.  Analyzing their individual portfolios to ascertain the best avenues for fund deployment, in line with their return expectations.  Supervising the regional Club Exclusive business development team and coordinating with RM's regarding their daily activities and business. Catered to end-to-end customer needs ranging from providing market insights, customer updates on current market trends, wealth management options and providing post currency fluctuation snapshots.  Contributing towards client and colleague education initiatives, to ensure greater awareness and competency in terms of service respectively, in support of business goals. Ensuring all transactions were compliant with AML norms and followed due KYC process as well as UAE Central Bank and FATCA norms.

• Senior Associate (Retail Branch Operations)

  • Jun 2013 - Jun 2014

  • Contributed to branch revenue through speculative FX trading ,Large volume exotic/focus currency personal and corporate remittances, cross sales based on RPT.• Guided a team of 12+ cashiers with daily branch activities and helped achieve set branch targets.• Well versed with branch Management ie.• Daily cash funding ,investigate cash discrepancies,periodic branch Audit,maintain branch accounts etc.• Determined target demographics and devised strategic marketing initiatives to reach target audiences.

• Associate (Retail Branch Operations)

  • Jan 2012 - Jun 2013

  • Handled branch FX targets (speculative purchasing and selling of FX by meticulous market study and achieved daily set targets by trading at profit) • Issued outward remmittances and achieved set targets for allied products.