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A seasoned Banking professional with extensive knowledge of Banking industry since 1995. Worked for various well known and well reputed Financial Organizations, Primary focus on Lending, Investments and Insurance products. Winner of several sales and service competitions. Serving as Financial Sales Advisor at BBVA Compass Bank in Dallas, USA.
- Full time
- Part time
- One time
Financial Sales Advisor, NMLS
BBVA Compass Bank, Plano
From May 2014
As a Financial Sales Advisor for the branches located in Farmers Branch and Plano, primary focus is to create an aggressive sales culture in the branches and train sales staff to increase sales referrals. Marketing retail banking products to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management system (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while servicing clients and building network for constant referrals. Outbound calls and marketing bank products to locale business in also an important part of this job.
July 2010 - March 2014
As Director Marketing, Job requires constant contact with investors and guiding them through the movement of Real-estate market and keeping them updated with any new change that they are interested in while growing the book of business by calling new investors and using other marketing tools to build a solid investor base. In order to keep up with the clients and abrupt changes in the market it is crucial to be updated with the Economic situation and keeping yourself highly organized. Joint sales calls and sales meeting with the team on regular basis is a crucial part of the job to meet weekly and monthly sales target for the team.
Senior Relationship Manager
Priority Banking, Dubai Lounge
October 2007 - May 2010
As a Relationship manager (Priority Banking) primarily focused on keeping consistent growth of branch deposit while following Compliance. Created a strong sales team and maintained an aggressive sales culture in the branch, established strong relations with high net-worth clients for consistent portfolio growth. Managed the sales team of the entire branch to boost up deposit growth and cross-selling opportunities while following compliance procedures for the team. Created positive relations with the existing clients to get "SPIN OFF" business. Performed task related to branch management as the backup of the branch manager including Hiring, Firing, KYC, AML and other operations related issues. Usage and creation of different marketing ideas and applying them to sell bank products and growth of bank's book of business.
Direct Sales Agent
August 2005 - September 2007
Sales Director & Owner of the franchise
As a Citibank DSA (Franchise) owner established and maintained an office with a sales and service staff of 8-10 employees. Trained the sales force, provided proper Compliance training sessions and tools for aggressive marketing and rapid growth of business and sales. Daily monitoring and supervision with a strong follow up was the key factor in keeping the sales in-line. As the Owner and marketing director of the DSA performed usual authority of hiring, firing, cost cutting, meeting targets and providing excellent customer service on behalf of the bank.
Lending Portfolio Manager
March 2003 - February 2005
Maximizing loan portfolio while enhancing customer relation for consistent referrals and cross-selling was the main objective of this job, keeping the pipeline filled with new clients and be in touch with local businessmen such as real-estate agents, lawyers, doctors, brokers, home improvement companies etc. was a part of it as well to maximize loan leads and work properly on them to maximize loan portfolio of the bank.
Improved results by using marketing tools such as local community newspaper, flyers, and web pages. Kept the sales team on their toes to get fresh leads and concentrating on spin offs to generate revenues for the bank. Provided excellent quality customer service while enhancing portfolio for a long term relation of the client with the bank.
Branch Sales & Marketing Manager
Provident Bank of Maryland
February 2001 - March 2003
Created and maintained an aggressive sales culture in the branch to activate a dynamic cross-selling program to improve sales. Assured that sales force is selling products while following proper compliance procedures. Directed the selling of bank products including Insurance Products (Annuities, IRA, Term life, life and Accidental Insurance, Investments (Mutual Funds, Stocks and Bonds), SBL (Small Business Loan, HEL (Home Equity loan), PEL (Prime Equity Loan) and other lending products. Managed a business development program within the branch to expand loan and investment portfolio. Exercised usual authority of manager concerning staffing, employee issues, performance appraisals, promotions and terminations and compliance. Weekly meetings with regional head and other branch managers to share the performance and gather the ideas to increase revenue stream for the bank.
Asst. Vice President (Financial Specialist)
August 1995 - January 2001
As a Licensed Financial Specialist Core responsibilities were to maximize loan portfolio while concentrating on Home Equity and First Mortgage Loans, sold Insurance and investment products including Mutual Funds, Stocks, Bonds, Annuities and estate planning. Developed a dynamic sales team to penetrate in the market and keeping them updated with products, laws, compliance and overall economic conditions for better results and revenues in terms of profit for the bank. Created a huge database of clients to make warm calls in order to cross sell different bank products to maximize sales while enhancing strong and positive relationship with the clients. Held Power hours, Sales meetings, Brain storming sessions, phone labs and other marketing tools to increase sales volume for maximum revenues and good quality referrals. Provided excellent customer service for customer retention.
Languages & Other Skills:
• Fluent in English, Urdu, Punjabi and Hindi.
• MS Office (Word, PowerPoint, Access, Excel), Internet Explorer, Firefox Pro
*Reference will be furnished upon request
Qualifications & Certifications
First University (Investment College
Economics and Journalism
University of Punjab
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