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خلاصہ
Results-driven personal banker with 4 years’ experience and a master’s degree in Accounting and Finance. Seeking a challenging position that leverages my strong finance acumen and expertise in client relationship management to contribute to a dynamic organization in a field-oriented role. Committed to delivering exceptional financial services and developing innovative solutions to meet client needs while driving business growth.
تجربہ
Affiliate Director
INNOVATED STRATEGIES, POSITIONING THE COMPANY AS A LEADER IN AFFILIATE MARKETING. PROVIDED PERFORMANCE REPORTS, GUIDING DATA-DRIVEN DECISIONS. IMPROVED CTR BY 25 AND CONVERSIONS BY 15 THROUGH STRATEGIC OPTIMIZATIONS.
Personal Banker
VERIFYING BANK ACCOUNT DETAILS UPON CLIENT REQUEST. DISCUSSING BANK POLICIES AND PROCEDURES RESOLVING CLIENT QUERIES AND COMPLAINTS.
Relationship Manager - Liabilities
REFER CLIENTS TO INHOUSE FINANCIAL EXPERTS, AS NEEDED REACH OUT TO POTENTIAL CUSTOMERS TO GENERATE NEW BUSINESS PRESENT FINANCIAL PRODUCTS AND SERVICES TO EXISTING AND PROSPECTIVE CUSTOMERS
Relationship Manager
RECOMMENDING AND EXPLAINING BANKING SERVICES AND PRODUCTS TO CLIENTS BASED ON THEIR NEEDS. MANAGING CLIENT BANK ACCOUNTS, INCLUDING OPENING AND CLOSING ACCOUNTS, AND OVERSEEING TRANSACTIONS. PRESENTING AND SELLING BANKING SERVICES AND PRODUCTS TO EXISTING AND PROSPECTIVE CLIENTS.
Relationship Manager
CUSTOMER SERVICE, FINANCIAL ADVISORY AND RELATIONSHIP BUILDING
ACCOUNT MANAGEMENT, SALES & CROSS SELLING
FINANCIAL TRANSACTIONS, COMPLIANCE, DOCUMENTATION & PROBLEM RESOLUTION
Supervisor
RESPONSIBLE FOR MANAGING THE WORKFLOW AND TRAINING NEW HIRES ON HOW THEY CAN BEST SERVE CUSTOMERS AND TEAMS OF EMPLOYEES
