Summary
Overview
Work history
Education
Certification
Timeline
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Ajay Kumar

Dubai,AE

Summary

Adept at driving growth and enhancing customer satisfaction, I leveraged financial planning and adaptability to excel at the National Bank of Ras Al Khaima - U.A.E. Mastered client relations and business development, evidenced by a significant increase in customer engagement. Excel in critical thinking and Microsoft Excel, showcasing a blend of technical acumen and soft skills. Highly motivated individual with experience helping individuals and families achieve financial goals. Proven track record of success in helping clients reduce debt, build savings and increase net worth. Adept at developing and implementing customized financial plans to meet unique goals and objectives of each client.

Overview

16
16
years of professional experience
1
1
Certification

Work history

Digital Acquisition officer

National Bank of Ras Al khaima - U
09.2022 - Current
  • Account Opening Assistance: Guiding clients through the account opening process, assisting them with documentation, and ensuring the procedure is smooth and straightforward
  • Compliance: Ensuring that all account openings adhere to the company's internal policies and external regulatory requirements
  • Feedback Collection: Gathering customer feedback about the company's account opening process and services and sharing this information with management to help improve processes and customer satisfaction
  • Sales Target Achievement: Working towards meeting personal and team goals for the number of new accounts opened and cross sell
  • Reporting: Providing regular updates and reports on activities, potential leads, and performance metrics to managers.

Sr. RAK Select officer

National Bank of Ras Al khaima
01.2013 - 08.2022
  • U.A.E
  • Manage the branch portfolio of select customer
  • Maintained accurate records of client information and transaction details in accordance with Regulations
  • Collaborated with bank personnel to identify customer needs and recommend appropriate Financial solutions
  • Developed an in-depth understanding of life insurance products, features and benefits to provide comprehensive advice to clients
  • Evaluated existing life insurance policies for customers to ensure they are still meeting their current needs
  • Developed comprehensive understanding of banking and insurance products to provide customers with informed advice
  • Calculated premiums and established payment method
  • Generated new business through cold calling, networking events, referrals and other marketing initiatives

Relationship Officer

Axis Bank Limited
01.2009 - 01.2012
  • Successfully sold a wide range of insurance products to bank customers, including life insurance, health insurance, and property insurance
  • Conducted thorough needs analysis with clients to identify their insurance needs and recommend appropriate solutions
  • Built and maintained strong relationships with clients, earning a reputation for trustworthiness and reliability
  • Provided ongoing support and assistance to clients, addressing inquiries and concerns related to their insurance policies
  • Prospected and cold-called potential clients to generate leads and schedule appointments for Consultations

Education

Master - Business Administration - Retail Marketing

Sikkim Manipal University
Chandigarh
January 2001

Certification

  • International Certificate in Wealth and Investment Management( ICWIM) Level-3 Chartered Institute for Securities & Investment.
  • UAE Financial Rules and Regulations- SCA &CISI.

Timeline

Digital Acquisition officer

National Bank of Ras Al khaima - U
09.2022 - Current

Sr. RAK Select officer

National Bank of Ras Al khaima
01.2013 - 08.2022

Relationship Officer

Axis Bank Limited
01.2009 - 01.2012

Master - Business Administration - Retail Marketing

Sikkim Manipal University

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Ajay Kumar