SHOAIB QURESHI

Responsible to manage a team of 10 people that will be focused on achieving overall business Annual Operating Plan in terms of Sales & Revenue across all core products within the sector company have been allotted; this includes the growth in terms of soliciting quality New to Bank business & cross selling relevant products. In addition to Sales & Relationship management, provides inputs in product enhancement, performance and product strategy within the operating environment to lead & maximize profitable sales growth of business in terms of acquisition and providing superior customer experience.

• Meeting Annual Operating Plan targets
• Develop strategies to achieve targets by efficiently managing, developing and supervising a team within a particular sector
• Ensure the teams meets group standards of Customer service, Compliance and technical knowledge through ongoing training and accreditation
• Support other cross line businesses within the Premier, Mortgage, Auto, Wealth
• Work individually on a portfolio along with the team and drive efforts to improve penetration across companies within their portfolio
• Encourage teams to work on listing new companies within their sector and drive the momentum that will help in achieving their targets.
• Develop a Training pathway and Career progression plan for the team
• Maintain Internal control standards, including timely implementation of internal and external audit points

• Review KYC documents according to the KYC policy and procedures
• Performs other compliance related duties as required
• Maintain all sections of the Compliance policies and procedures relating to KYC
• Managed over 50 customer calls per day', or "Increased sales by 10%"
• Achieve monthly targets for Sales
• Responsible for promoting True Financial products and services to customers
• Providing information to customers on inquiries regarding banking products and services
• Opening new accounts, checking account status and maintaining savings account data in the system
• Providing appropriate information, and guidelines on banking polices and regulations to customers
• Analyzed financial statements to identify client viability and risk.
• Evaluated client credit check outcomes to provide complete financial advice.

• Established the profile of the Company through the development of active marketing strategies and communication programs in line with business objectives
• Resolving concern issue which resulted in efficient workflow
• Assigned the tasks of developing communication materials like press releases, trade show collateral and product manuals
• Handled the tasks of organizing proper filing systems for all archived marketing materials and computer files
• Assigned the responsibilities of preparing and implementing various communication strategies
• Maintained good relationships with prospective clients
• Handled the tasks of developing comprehensive brand and marketing communication strategies to support the communication department
• Maintained professional relationships with existing clients, up selling where possible.
• Oversaw timely creation of high quality marketing content for online and offline marketing collateral.

• Create and implement schedules for each staff member on the assigned shift
• Ascertain that all staff members are properly working, according to set protocols
• Maintaining the brand campaign and marketing strategies
• Oversee the order-taking and delivery system, ensuring that all is being carried out according to standards
• Create and maintain relationships with vendors and suppliers, to ensure on-time delivery of supplies
• Promoted safety culture through clear communications and inspections.
• Implemented a handover system that increased shift change efficiencies by 100%.