To pursue career in a progressive organization that provides opportunities for career growth and professional development in order to groom the overall personality.
My responsibilities included:
Development the business and marketing potential customer, institutes.
Meet personal assigned KPI’s and targets of Current and Saving Accounts.
Providing after sale services will be the key responsibility to retain clients
Daily follow-ups the clients and daily visiting of market.
Maintaining visit reports of customer in excel sheet on daily basis.
Provided the Services of potential customers and maintain the relation of customer.
Daily basis open the new accounts, maintain the customer records.
Work in related the some operational work, account opening, clearing, credits.
Manage liability portfolio and client relationship. Deals with companies corporate sector and sme 's provide best banking services. Cross selling Auto loans and House loans. Achieve agreed sales Current and saving Account.
Awareness about mutual funds to maximum customers through active sales calls and meetings. Updating client’s
about market condition
Meet personal assigned KPI’S and targets of revenue, accounts and assets management targets. Advising
individuals and corporate, where, when & how to invest money in mutual fund. Targeting potential customers
and potential institution.
Manage funds of retired individuals and corporate sectors to increase their monthly income. Providing plans and
schemes for voluntary pension funds and retirement funds for corporate sectors. Managing corporate trust
funds.
Use CRM software for Account Opening, updating customer, information and check their portfolios. Providing
after sales services will be the key responsibility to retain clients
My responsibilities included:
Meet personal assigned KPI’S and targets of revenue, accounts and assets management
Targets.
Use CRM software for updating customer information and check their portfolios.
Advising individuals and corporate, where, when & how to invest money in mutual funds.
Targeting potential customers and potential institutes.
Manage funds of retired individuals and corporate to increase their monthly income.
Tax rebate solutions for individuals and corporate under tax ordinance Sec 62 & 63.
Providing plans and schemes for voluntary pension funds and retirement funds for
corporate.
Providing after sale services will be the key responsibility to retain clients.
Managing corporate trust funds.
Maintaining MIS of customer in excel sheet on daily basis.
Operating and updating sales application and operation work.
Development of Business, Daily Follow-ups the Clients and Daily Visiting of market.
Increasing the sale and recover the payments our clients. maintain the daily visit report in excel
sheet.
Use CRM Software for updating customer information and check their Ledgers
My responsibilities included:
Development of business, Daily follow-ups the clients and daily visiting of market.
Increasing the sale and Recover the payments our Clients.
Maintain the daily visit report in excel sheet.
Use CRM software for updating customer information and check their accounts balance.
My Responsibilities:
In Bank Alfalah i was placed in Operation Department where my basic roles and responsibilities include Accounts opening. Checking. Costumers services.