MUHAMMAD NADEEM
Personal Banking Advisor
Qasmiah
Summary
A passionate financial professional with over 16 years of experience in delivering tailored financial solutions and consistently surpassing performance targets. Seeking to transition into a Relationship Manager role to deepen expertise in portfolio management and client engagement. Committed to continuous professional development and driving business growth by building strategic partnerships, expanding the client base, and becoming a top performer within the first year..
Overview
2025
2025
years of professional experience
1
1
year of post-secondary education
Work History
Personal Banking Advisor (Branch Banking Sales and Services)
Emirates NBD
DUBAI
2 2011 - Current
- Cultivate and maintain strong, trust-based relationships with clients to understand their financial needs and preferences.
- Provide the referrals to PRB RMs basis on customers investment potential.
- Actively promote the bank’s range of financial products, aiming to exceed sales targets through effective cross-selling and upselling techniques.
- Identify and leverage opportunities to introduce complementary products to existing clients based on their evolving needs.
- Monitor personal sales performance against targets, analyzing successes and areas for improvement.
- Provide exceptional customer service by addressing client inquiries, resolving issues promptly, and ensuring a seamless banking experience.
- Follow up on client feedback to enhance service delivery and identify additional sales opportunities.
- Engage in networking activities and community involvement to build a robust referral network and generate new business leads.
- Ensure compliance with banking regulations and internal policies while pursuing sales activities.
- Engage in ongoing training to stay current with financial products, sales techniques, and regulatory changes
Retail Banking Executive (RBS)
Emirates NBD (Direct Sales)
06.2008 - 01.2011
- Joined the bank as Retail banking Executive in Retail Banking Sales department, worked for more than 2 and half years before being promoted to the branch banking
- Arranging data base from the different companies to work on data for achieving sales targets
- Follow-up with existing customers for taking references for the further business
- closing sales targets thorough cold calling and direct visits to the companies for payroll onboarding and internal listing
Education
M.B.A. - Finance
COMSATS Institute of Information Technology
LAHORE 01.2005 - 01.2006
Skills
Client relationship management skills
Effective communication skills
Negotiation skills
Financial Analysis
Problem solving skills
Time management
Networking skills
Accomplishments
- Won several GEM awards
- PBA of the month of February 2024 (XCEED News Letter)
Training
- Customer Service Academy
- Anti-Money Laundering
- Business Negotiation
- Business Etiquette
Timeline
Retail Banking Executive (RBS)
Emirates NBD (Direct Sales)
06.2008 - 01.2011
M.B.A. - Finance
COMSATS Institute of Information Technology
01.2005 - 01.2006
Personal Banking Advisor (Branch Banking Sales and Services)
Emirates NBD
2 2011 - Current
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