Smruti Kothawale
Dubai
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 9 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
9
9
years of professional experience
Work History
Relationship Manager Wealth
Mashreq Gold
10.2021 - 10.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition and management
- To achieve individual targets against KPI, including revenue targets, to grow client base, AUM and account profitability while maintaining a high standard of service quality.
Virtual Relationship Manager - Wealth Management
Mashreq Gold
03.2017 - 09.2021
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- 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.
- Interacting with and obtaining relevant KYC documentation from the Customer. Conduct PEP screening and adverse media checks, Perform other necessary checks using external website search engines
Senior Personal Banking Advisor
Mashreq
08.2014 - 02.2017
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Receive incoming calls from Mashreq Gold Clients and providing first call resolution
Education
Certificate of Higher Education - Certificate in Wealth and Investment Management, ICWIM, Level 3
CISI ICWIM
08.2022
Certificate of Higher Education - Introduction to securities and Investment, Level 1
CISI
05.2022
Bachelor of Science - Hospitality Management
Punjab Technical University
India09.2009
Skills
- Account acquisition
- Process improvement
- CRM technologies
- MIS
- Staff training and mentorship
- Office 365 usage
- Customer Relationships
- Overcoming Objections
- Relationship Building
- Wealth Management Offerings
Languages
English
Advanced
Timeline
Relationship Manager Wealth
Mashreq Gold
10.2021 - 10.2023
Virtual Relationship Manager - Wealth Management
Mashreq Gold
03.2017 - 09.2021
Senior Personal Banking Advisor
Mashreq
08.2014 - 02.2017
Certificate of Higher Education - Certificate in Wealth and Investment Management, ICWIM, Level 3
CISI ICWIM
Certificate of Higher Education - Introduction to securities and Investment, Level 1
CISI
Bachelor of Science - Hospitality Management
Punjab Technical University
Similar Profiles
Neeraj KumarNeeraj Kumar
Manager Portfolio Control and Governance at Mashreq Global Services ( Subsidiary of Mashreq Bank)Manager Portfolio Control and Governance at Mashreq Global Services ( Subsidiary of Mashreq Bank)
Neeraj KumarNeeraj Kumar
Manager Compliance at Mashreq Global Services ( Subsidiary of Mashreq Bank)Manager Compliance at Mashreq Global Services ( Subsidiary of Mashreq Bank)
RANJITHA KRANJITHA K
Credit Underwriter at Mashreq Global Networks [ Mashreq Bank ]Credit Underwriter at Mashreq Global Networks [ Mashreq Bank ]
MOHAMMED ANASMOHAMMED ANAS
Freelancer at Stefab.comFreelancer at Stefab.com
ERICK SAIMON MMBAGAERICK SAIMON MMBAGA
Ramp Operations Team Leader at Dnata, The Emirates GroupRamp Operations Team Leader at Dnata, The Emirates Group