SURAJ SUNDARESAN
Banker & Customer Service Professional
Dubai
Summary
Skilled Banking professional with history of building customer satisfaction and loyalty by delivering top-notch support and service. Talented in troubleshooting problems with excellent analytical and critical thinking skills. Team player offering 8+ years in Finance environments.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work history
PERSONAL BANKING ADVISOR - BRANCH
EMIRATES ISLAMIC
DUBAI
01.2023 - Current
- Help customers open and manage their bank accounts and finances
- Advise clients on financial services and resolve issues
- Complete timely & error free processing of customer requests and applications making sure of at least 95% discrepancy free
- Understand and be updated with banks risk, compliance policy and procedure
- Reach out to prospective customers to sell our services
- Resolve issues with banking services and accounts
- Maintained 80% client retention rate in 2022.
- Retained customers with multi-channel engagement strategy.
- Negotiated mutually beneficial contracts and agreements.
- Formulated customer satisfaction surveys to gather feedback for improvement.
- Identified at-risk clients, taking necessary action to maximize retention.
- Represented company at industry events and conferences.
- Adhered strictly to policies and procedures for continued company compliance.
- Offered prompt solutions to maintain customer satisfaction.
- Handled requests with friendly, knowledgeable service and support, continually achieving positive customer feedback.
- Established positive relationships with clients by going extra mile to build rapport.
- Troubleshot glitches and provided techniques to smooth workflow for customers.
- Recorded customer communications to maintain proper documentation.
- Registered and updated accurate customer information on database.
INSURANCE ADVISOR
ORIENT INSURANCE, AL, RAS AL KHAIMAH
04.2021 - 10.2022
- Helped customers determine appropriate products and policy terms.
- Communicated with customers to determine policy limits and degree of risk.
- Acquired property records to evaluate history and real estate transactions affecting value.
- Collected and analysed financial data to assess financial viability and risks.
- Drafted quotes detailing policy premiums, coverages and payment structures.
- Explained risk coverage premiums and benefits to customers to foster informed decision-making.
- Developed financial plans according to financial and client regulations.
- Maintained policies by calculating premiums and processing payments.
PERSONAL BANKING ADVISOR
EMIRATES NBD, DUBAI AND NE
10.2015 - 08.2020
- Enhanced sales and serving the customers efficiently in a way which helped to achieve the monthly and yearly target minimum of 140%
- Dealt with all financial issues daily that are related to customers as well as the bank in accordance with the authorization matrix with average 30-45 customers per day
- Explore opportunities to develop new markets outside the bank about 50%
- Complete timely & error free processing of customer requests and applications making sure of at least 95% discrepancy free
- Understand and be updated with banks risk, compliance policy and procedure
- Promoted bank products and services to new and existing customers, thoroughly explaining complex information to facilitate [Result].
- Identified at-risk clients, taking necessary action to maximise retention.
- Advised customers on product upgrades and rollouts.
- Represented company at industry events and conferences.
- Identified and developed new business opportunities, expanding existing client bases.
Education
Bachelor of Business Administration - Business
Sangai international university
01.2015 - 01.2018
Skills
- CRM implementation
- Microsoft Office Suite
- Customer care
- Training programmes
- Data confidentiality
- Customer experience
- Customer retention
- Salesforce
- Brand awareness and representation
- Customer service-oriented
- Closing bank accounts
- Open CRM
- Identification checks
- Financial advising
- Business development
- Customer service
Languages
English
Advanced
Hindi
Intermediate
Malayalam
Upper intermediate
Accomplishments
- Awarded "BEST DEBUT" Award in 2021 INDIVIDUAL LIFE- ORIENT INSURANCE
Certification
- Flight Operations Management (FOM1, FOM2) Training - Emirates Aviation College (2012)
- Logistics and Transport management Training - MISP (2012)
- Diploma Passenger Handling and GALILEO Air Ticket Reservation Training - Emirates Career Institute (2008)
- IATA airport operations Training - 2014
- IATA Ramp Operations Training - 2014
- DGR Training - CAT 9-2016
- Digital Marketing Training - Filbrit Training Center - RAK (2019
- CUSTOMER RELATIONSHIP MANAGMENT RETAIL, Emirates Institute for Banking & Financial Studies (2019) - 2019
Timeline
PERSONAL BANKING ADVISOR - BRANCH
EMIRATES ISLAMIC
01.2023 - Current
INSURANCE ADVISOR
ORIENT INSURANCE, AL, RAS AL KHAIMAH
04.2021 - 10.2022
PERSONAL BANKING ADVISOR
EMIRATES NBD, DUBAI AND NE
10.2015 - 08.2020
Bachelor of Business Administration - Business
Sangai international university
01.2015 - 01.2018
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