MARTIN RAJAMANI
Dubai
Summary
Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally. Responsible for managing relationships with clients in the office banking sector. This involves working closely with clients to understand their financial needs and providing them with the appropriate banking services and products to meet those needs. I also assist clients with account management, deposits, withdrawals, loan applications, and other banking transactions. Additionally, I work to foster long-term relationships with clients by providing excellent customer service and ensuring their satisfaction with our banking services.
Overview
3
3
years of professional experience
Work History
Relationship Officer
Finmart Financial Services
01.2024 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Do proper analysis of the case and provide all related information of the customer after the field visit is done.
Relationship Officer
Aafaq Islamic Finance PJSC
01.2023 - 01.2024
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Ensure penetration in the market through focus on New To Bank acquisition as well as solicit existing clientele.
- Meet and exceed monthly and annual sales target objectives.
- To proactively participate in Learning, Development and training program's of the bank in order to be an effective sales personnel.
- Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated.
- To ensure no misselling to customers by offering products/services transparently as per customer requirements.
- Ensure to bring quality and right customers to the franchise.
Relationship Officer
Smart Union Commercial Brokerage LLC
01.2021 - 12.2023
- Participated in staff meetings to discuss innovative strategies to improve services.
- Facilitated workshops and seminars to educate customers on product features and benefits.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Propose and recommend decisions as per the approved authorization matrix.
- Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks.
Education
MBA - Business Administration And Management
Sathyabama University
Chennai-India03.2011
Skills
- Persuasion techniques
- Financial Acumen
- Marketing knowledge
- Creativity and Innovation
- Referral Screening
- Business relationship cultivation
- Client Engagement
- Customer Education and Consulting
- Requirements Determination
- Sales Reporting
- Relationship Management
- New business generation
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Tamil
Advanced (C1)
Malayalam
Elementary (A2)
Timeline
Relationship Officer
Finmart Financial Services
01.2024 - Current
Relationship Officer
Aafaq Islamic Finance PJSC
01.2023 - 01.2024
Relationship Officer
Smart Union Commercial Brokerage LLC
01.2021 - 12.2023
MBA - Business Administration And Management
Sathyabama University
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