Zaid Bani Hani

• Scout and identify investors with property consultancy needs.

Contact potential clients through calls, emails, etc. to offer them property consultancy services.

• Prepare and present business proposals to convince clients and secure a consulting deal.
• Maintain an up-to-date knowledge of government housing/property laws and policies.
• Build and establish good working relationships with legal counsels and secure a consulting deal.
• Give clients recommendations and advice on appropriate property investments to make.

• Answer questions about account types and banking products, such as money market accounts, loans, and credit cards
• Check on the status of customer accounts and track checks and payments
• Review and explain account charges
• Assist banking customers who are victims of fraud, theft, or identity theft
• Assist customers with replacing lost or stolen credit or debit cards
• Assist with address changes
• Conduct dozens of bank’s routine transactions within time limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals, etc)
• Assess customer needs and introduce new products and services (credit cards, saving bonds, etc)
• Make sales referrals, suggest alternate channels and cross-sell products and services
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction
• Comply with regulatory requirements
• Manage risk in every transaction and detect fraudulent transactions to prevent losses
• Resolve customers’ issues and provide relevant information

• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Update job knowledge on types of loans and other financial services
• Maintain and update account records

• Meet and exceed sales targets every month.
• Leverage sales tools and resources to identify new leads and nurture prospect relationships.
• Collaborate with Sales Leaders
• Prospecting for new customers through existing leads and cold calling and maximizing lead generation
• Timely execution of all sales activities – leads, campaigns, referrals & any self-generated leads
• Tracking and reporting sales performance including pipeline, acquisition results and market conditions
• Set appointments, listen to customer needs and sell most appropriate product

• Prepare and issue motor insurance for individual clients and companies wishing to insure their vehicles
• Regularity actions with client sob thin writing and antelope one mostly responding to various queries or provision of information in regards of motor insurance
• Transfer insurance ownership from one client to another
• Extend & cancel motor insurance policies for clients
• Provide training and support for other team members
• Assessvehiclesandvalidatetheinsuranceincaseofissuingnewpoliciesorrenewing existing ones.