MOHAMMAD IMRAN
Sr Relationship Officer
Dubai
Summary
SR.RELATIONSHIPOFFICER (Wealth Management) Profile Excellent experience with Bancassurance & Wealth products (Life Insurance Mutual Funds, Local Bonds and Investment) . Strong analytical, problem solving & organizational abilities. Seeking a challenging role as Sales & Marketing Professional to share and enrich gained experience, work skills, and key contacts.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Relationship Officer
Rak Bank
Dubai
04.2019 - Current
- Managing client relationships by offering the bank's products and services (Investments and insurance products)
- Handling of Relationship to aid customer for all his wealth and Investment requirements
- Identify and segment the target market for potential new business opportunities
- Achieve the assigned sales targets on Investments.
Relationship Officer (Bancassurance)
Commercial Bank of Dubai, Dubai
Dubai
01.2018 - 02.2019
- To solicit & acquire "new to bank" relationships, as well as leverage on the existing assigned portfolio coordination with RM
- Followed-up with potential clients and selling bancassurance products.
- Achieve the assigned sales targets on Insurance and Investment Revenue.
Personal Banker
Mashreq Bank
Dubai
06.2015 - 11.2017
- Working as a financial advisor providing customers with suitable financial products and services
- Building and maintaining relationship with potential and existing clients and providing the best banking experience
- Responsible for selling various products such as Gold Accounts/CASA and Insurance Products.
Assistant Relationship Manager
Axis Bank, Dumka
Dumka
05.2014 - 04.2015
- Privilege Banking department, acquiring and growing priority banking, customer relationships through effective, relationship management, Focusing on the analysis and satisfaction of, Priority Customers financial as well as investment needs and objectives, Providing the face of the Bank to the high net worth customers of the Bank
- To the Involved products - All the Asset and liability products
- Courses
- Investment Banking, Emirates Institute for Banking and Financial Studies, Dubai
Education
Bachelor’s degree -
Vinowa Bhawe University
05.2009 - 06.2012
Skills
Excellent Experience In Banking Salesundefined
Timeline
Relationship Officer
Rak Bank
04.2019 - Current
Relationship Officer (Bancassurance)
Commercial Bank of Dubai, Dubai
01.2018 - 02.2019
Personal Banker
Mashreq Bank
06.2015 - 11.2017
Assistant Relationship Manager
Axis Bank, Dumka
05.2014 - 04.2015
Bachelor’s degree -
Vinowa Bhawe University
05.2009 - 06.2012
Driving Licence
UAE
Driving Licence
UAE
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