SHAHZAD AHMED

• Commercial Admin Team
• Support and collect the required information and documentation from clients for Account opening and managing service needs
• Support and assist to complete Account opening and credit applications
• Provide support to manage existing client base and portfolio of 3 to 4 RMs
• Support and strengthen existing relationship, timely processed requests for new business accounts and understand the customer's banking requirements
• Effectively used Strong customer service skills Exceptional communication
• Broad knowledge of commercial and private banking procedures
• Strong understanding of compliance and bank’s procedures and policies
• Adhere to the banks AML / KYC policy, ensuring adherence to Legal and compliance norms
• Ensure that clients are satisfied with banking services
• Responded to customer inquiries in a timely fashion
• Maintain cordial relations with all bank staff and customers and have a zero people conflict record.

• In SME-Liabilities
• Promoted as RM in Key Accounts (Liabilities) based in KBW in year 2013
• To manage an account portfolio of the top SME customer with substantial liability base
• Generating revenues from the existing clients
• Ensured that the account plan aligned with client objectives and interests in order to exceed the client’s expectations
• Resolved escalated customer issues promptly and effectively and cross sell various products by building relationships
• Maintained consistent and sustainable performance and successfully achieved targets in Liabilities and cross sell
• About 70+ NTB accounts in year 2013 & 2014 and cross sell other products

• Acquire New To Bank (NTB) customers through proactive sales calling based on defined objectives
• Make sales to NTB customers & promote liability products to achieve designated sales targets & conduct regular client visits for Relationship Building
• Cross sales of Medical & Printing Equipment, Commercial Vehicle, Business Loan, Trade finance and Easy trade
• Ensured customer satisfaction, developed rapport with customers and worked effectively and calmly under pressure
• Worked in a multidisciplinary team in a pressurized environment
• Promoted to Senior Sales Officer in 2013 based on performance appraisal.

• Handling home loan customers’ of 3 Emirates NBD Bank branches assigned to me
• Provided consultancy to a portfolio of high net worth clients, identified potential customers & generate new business via direct & indirect marketing
• Providing accurate financial advice to customers, finding the right mortgage deal to suit their needs
• Formulated the Marketing strategy to generate 50-plus quality leads monthly.

• Identified potential customers & generate new business via direct & indirect marketing & analyze their credit worth
• Have interaction with different people including general public & auto dealers
• Provide clear information to customers and ensure that they fully understand the product they are opting for
• Ensure consistent and transparent disclosures of fess/charges and risks associated with the banking products
• Liaised with clients, bank departments and car/auto dealers
• Provided a high level of customer service and satisfaction

Achievements

• Achieved two “Best Sales Officer” awards in two categories (LIABILITIES & CROSS SELL) for the year 2010-2011
• Achieved Tamayuz Award
• Achieved Employee of Quarter – Direct Sales Team in 2008 in SCB Pakistan.