Syed Shahrukh
Banker & Property Consultant
Dubai
Summary of Career
1. Portfolio management with goal of keeping attrition to minimum and profitability to maximum.
2. Develop sales strategies to acquire new customers.
3. Relationship and team Handling.
4. Participate in spontaneous sales call rides and planned field days.
5. Building long term-relationship with existing clients in an attempt to increase their current spend.
6. Attending industry events in order to generate more business.
7. Liaising with other departments within the organization for smooth processing.
8. Achieving client relationship targets and KPI’s.
9. Analyzing client’s business activities and Audit financials to provide specialist Financials solution to address their needs.
10. Cross selling of trade and working capital products.
Experience as Assistant Relationship
Noor Bank
04 November 2013
10 August 2017
SME Direct Sales Liability & Portfolio handling,
Forex and Revenue, Business Finance & Trade Facility.
Noor Trade.
Products:
a. SME direct sales Liabilities & portfolio handling.
b. Forex, Asset and Trade services.
c. SME Business Finance.
d. Banca and other revenue products.
Responsibilities:
1. New to bank company business accounts.
2. Acquisition of new to bank clients for assets & Liability.
3. Analyzing client’s business activities and Audit financials to provide specialist Financials solution to address their needs.
4. Liaison with various business segments within the bank.
5. Portfolio management base with goal of keeping attrition to minimum and profitability to maximum and new to bank company accounts.
6. Cross selling of trade and working capital products.
7. Processing of Trade and working capital products.
8. Focus on time management and proactive relationship banking.
9. Team handling in day to day activities, handling new joineries for the knowledge of product & process.
10. Handling portfolio and high end clients for day to day business transactions, trade services and forex.
11. Frequent visit to clients for strong follow up and healthy relation.
12. Goal is to grow accounts profitability by maintaining a high service standard and compliance.
13. Holding Portfolio of more than 150 Million, Monthly FX revenue of more than 20,000 along with investment and Banca customers.
Experience as Senior Relationship Executive
Mashreq Bank
04 December 2007
22 October 2010
Products:
SME Business & Personal Finance.
Responsibilities:
1. A business of more than 25 million in 3 years.
2. Personal and Business finance lending.
3. Outdoor combine Cold call activities with full team.
4. Team case logins for whole team through vectus software and following up.
5. Attending meetings with credit dept. for decline review cases.
6. Preparation of daily sales reports.
7. Meeting new clients, discussing & creating their need for the facility.
8. Online courses within the bank.
9. Assistance in team handling.
10. Visited Switzerland as a contest winner.
Master 01 September 2011
Masters In Economics