Huzoor Kamil Naqvi
Ajman
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banking Advisor
Emirates Islamic
01.2016 - Current
- Assisted customers for sales and services with strict compliance to the bank's policies and procedures and product offerings.
- Assisted the branch manager for KYC remediation through sourcing of outstanding documentation, completion of FATCA, CRS, and CDD for existing as well as New-To-Bank (NTB) customers.
- Screened documents in line with the bank's policies and procedures and performed due diligence before onboarding NTB customers.
- Completed Sanctioned Questionnaires for high-risk individual and Non-individual accounts. Provided customer service by assisting all New and Existing customers with queries and information.
- Managed end-to-end customer relations.
- Handled requests and complaints. Achieved sales targets across Multi Products.
- Managed Individual and Business accounts, dealing with customers from end to end. Implemented Cross-Selling strategies.
Assistant Team Leader, SME
Mashreq Bank
02.2015 - 11.2015
- Was responsible for increasing the customer base and liabilities book by acquiring New-To-Bank (NTB) customers through various internal & external sourcing channels.
- Achieved targets as liabilities through Business Current Accounts and achieved targets as monthly premium from selling Banc Assurance products.
- Ensured accurate documents as per bank policy.
- Ensured verification / authentication of documents being sent for processing.
Consultant
Nexus Insurance Brokers
02.2013 - 11.2014
- Empowered people through comprehensive financial planning.
- Helped people in providing for their family's financial security.
- Provided unbiased choices for what was right for the client based upon thorough research, analysis, and understanding of the client's circumstances.
- Provided independent financial advice for: Individuals: a) Protection for Life (Life Insurance) b) Protection for Terminal Illness c) Retirement Planning / Pension Planning d) Education Planning / Savings Plans aimed at Child education e) Aspiration Planning - Planning for Aspirations in Life f) Mortgage Insurance Corporates / Groups: a) Group Insurance / Group Health Insurance / Employee Benefits b) Business Succession Planning and Business Continuity Planning c) Key-Man Insurance
Education
MBA - Finance and Marketing
Dissertation: Securitization of Assets, Opportunities & Obstacles in India-An Empirical Analysis
Bachelor of Commerce -
Skills
- Business Intelligence
- Legal Compliance
- Relationship Management
- Industry Awareness
- Sanctions compliance
- Continuous Improvement
Certification
ACAMS 1000977000
References
References shall be provided as and when required
Languages
Arabic
Elementary (A2)
English
Bilingual or Proficient (C2)
Urdu
Bilingual or Proficient (C2)
Timeline
Personal Banking Advisor - Emirates Islamic
01.2016 - Current
Assistant Team Leader, SME - Mashreq Bank
02.2015 - 11.2015
Consultant - Nexus Insurance Brokers
02.2013 - 11.2014
Faculty of Management Studies & Research - MBA, Finance and Marketing
Faculty of Commerce - Bachelor of Commerce,