AAYESHA SHEIKH
Dubai,971
Summary
Relationship Manager with extensive experience managing high-volume, high-value client caseloads. Builds trusted client relationships through outstanding communication for continued loyalty and repeat business.
Business Development, Trade and working capital expertise, Compliance, AML, Financial Management, Sales, Marketing Management. Holds strong business acumen to leverage the outstanding industrial exposure in Banking and Financial Management Industry, business banking Operations, Compliance, AML, Business Development, Client Management, and Customer service. Persistent Relationship Manager with 9+ years of experience guiding company & clients on perfect decisions, increasing sales and bridging opportunities. Using advanced marketing techniques to increase sales and relationships with the companies and providing business banking solutions to all companies. Hardworking with numerous experiences in managing the financial needs for renowned companies. Results-driven Relationship Manager with exemplary leadership, time management and analytical skills. Well-versed with customer relationship management practices and computer software. Responsible professional willing to exceed expectations. Energetic employee well-versed in strong communication and organisation skills. Seeks solutions to problems and applies extensive analytical knowledge to findings. Adept at multi-tasking, leading group discussions and managing projects.
Overview
14
14
years of professional experience
Work history
Relationship Manager
NATIONAL BANK OF RAS AL KHAIMAH
Dubai
10.2015 - Current
- Focused on Acquisition & providing financial services to small and medium enterprises across all range of trade and working capital products.
- Offer customers wide range of products and services specifically tailored made to meet their fund-based requirement and non-fund based requirements .
- Managed long-term customer relationships to increase revenue.
- Built and carefully managed loyal, profitable client bases.
- Acquisition and management of SME clients.
- Facilitating the SME customers by providing quality service, while ensuring adherence of banks policies, ethics, and code of conduct.
- Recommended prudent information of the client, as well as risks involved in the lending proposals to maintain quality portfolio of the customers.
- Conduct a detailed analysis of credit worthiness of the lending proposal & proposing for same level of exposure, as per banks credit policy.
- Undertake wide range of data gathering & analysis identifying information and /or the development of solutions in order to meet the business requirements.
- Be proactive in wide range of customer enquiries and issues, resolving them or escalating them as appropriate.
- Provide specialist information , guidance & advice to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.
- Regularly review existing portfolio to identify potential business opportunities.
- Understand customer needs & requirements to cross sell appropriate product as per his /her need.
- Ensure compliance with policy , procedures, standards, & reporting requirements , plus any relevant regulatory and statutory requirements.
Marketing Executive
SHAREKHAN PVT.LTD. INDIA
Udaipur
10.2014 - 07.2015
- Responsible for Opening Demat Account, managing portfolio for clients
- Handling, Planning, coordinating and implementation of marketing strategy
- Responsible for conducting Meeting and Managing the Customer relation and developing the Relation with Key Client
- Effectively sharing the ideas & plans and new learning experience through periodic discussions, newsletters to new and old Client
- To strengthen the customer base engaging special sales activities by collaborating and negotiating with client to achieve sales requirement.
Financial Analyst and Quality Analyst - UK Bank
ONE SAVINGS BANK (OSB), INDIA
Bangalore
02.2013 - 08.2014
- Processing of files with agreed level of efficiency and Quality
- Quality checking the cases which are processed by data analysts (team of 25 members) and correcting the mistakes
- Updating quality check reports of the team members and reporting to higher authority
- Monitoring performance & efficiency reports of processed and ensuring compliance to SLA
- Customer application processing for saving accounts, Bonds, ISA accounts
- Account opening and updating the data in customer database (BASTAIN Software)
- Fund processing (deposits/ withdrawals) and daily cash book tallying
- Responsible for preparing ISA oversubscription reports and ISA transferrin transfer out reports and reporting same to higher authority
- In dept
- Knowledge of UK investments, ISP 27001 and Data Protection Act
- Took ownership and responsibility of task assigned and develop the required result
- Withdrawing payment & adding Payments to respective accounts of the clients
- Preparing reports as per the team requirement such as branch report & other necessary report
- Cross tallying the fund with other FSA if any occurs in compliance.
Corporate Sales Executive
BASKET OPTION , INDIA
Bangalore
05.2012 - 12.2012
- Attending the meetings with new clients and explaining about the Trading and Investment
- To maintain the relation with old customers and retain them
- Giving a proper knowledge and distinguish between investment in equity & commodity & insurance
- Develop marketing strategies to corporates with other individuals or companies
- Learning about wealth management & stock management, insurance and making others understand the stock market course, make them do stock market course which is certified course.
Trainee Mutual Fund
STATE BANK OF INDIA
Udaipur
03.2010 - 06.2010
- Initiate contact and managing leads
- Maintain long term relationship with customer through the use of data base, phone calls, activities & events
- Generating the leads and selling them the products.
Education
MBA - Finance and Marketing
Jain University
INDIA 06/2010 - 05/2012
Bachelor of Commerce -
BBM
07/2007 - 04/2010
Skills
- ACAMS TRAINING PROGRAM
- AML ADVANCED TRAINING PROGRAM
- BUSINESS ANALYTICS WITH EXCEL
- CUSTOMER SERVICE
- BUSINESS DEVELOPMENT
- ADVANCED DIPLOMA IN ACCOUNTING & FINANCIAL MANAGEMENT AND TALLY
- MICROSOFT WORD & EXCEL, JAVA PROGRAM & ERP-9
- DIGITAL MARKETING CERTIFICATE FROM GOOGLE
- RAKBANK TRAINING UNDER CARDS, LOANS AND WEALTH MANAGEMENT
- C CERTIFICATE
- SOCIAL MEDIA & DIGITAL MARKETING CERTIFIED FROM EIBFS
Languages
ENGLISH
HINDI
ARABIC
PERSIAN
Custom
- HIKING
- READING
- TRAVELLING
- ADVENTURES
Personal Information
- Date of birth: 05/29
- Nationality: Indian
- Marital status: Single
- Visa status: Residence
Timeline
Relationship Manager
NATIONAL BANK OF RAS AL KHAIMAH
10.2015 - Current
Marketing Executive
SHAREKHAN PVT.LTD. INDIA
10.2014 - 07.2015
Financial Analyst and Quality Analyst - UK Bank
ONE SAVINGS BANK (OSB), INDIA
02.2013 - 08.2014
Corporate Sales Executive
BASKET OPTION , INDIA
05.2012 - 12.2012
Trainee Mutual Fund
STATE BANK OF INDIA
03.2010 - 06.2010
MBA - Finance and Marketing
Jain University
06/2010 - 05/2012
Bachelor of Commerce -
BBM
07/2007 - 04/2010
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