JASIM ABDUL KAREEM

● Handling and processing cash transactions in LCY & FCY currencies
● Processing salaries with proper due diligence on WPS as per company SOP.
● Researching and identifying sales opportunities, generating leads, target identification and classification..
● Review & checking of all the online transactions detail wise at the end of the day as per described in the Ops. Manual and his yearly goals and from all aspects to minimize the error rate.
● Ensure proper services and after sales support to clients in case of any discrepancy . Register new corporate clients , maintain client relationships and enhance corporate customer revenue base.

● Develop and maintain effective business relationships with existing corporate clients and increase the business .Activate inactive corporate clients , and cross sell other company products and services.

● Build up new business communications, prepare quotations and proposals, and strive to win contracts, Bring new business and new customers to my company.

● Assisting with generating new business.
● Identifying opportunities for greater profits.
● Generated new business and referral clients in partnership with financial advisors and branch team.Data confidentiality and secrecy norms of bank are adhered to.
● Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
● Achieved goals for sale of bank products and services and exceeded performance metrics for customer service and to achieve assigned sales target.
● Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

● CRM based sales updating and deals with HNI clients and portfolio management. Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
● Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
● Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products. Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
● Built and maintained relationships with new and existing clients while providing high level of expertise.
● Building positive relationships with customers and Approach potential customers to establish relationships.
● To ensure that code of conduct as per bank's policy are adhered to.