Employee Banking Advisor - HSBC Bank - Dubai, UAE
(2025-05)
- Conduct financial needs analysis to recommend suitable banking solutions, including salary accounts, personal loans, credit cards and insurance products.
- Support employee onboarding initiatives through presentations, kiosks, and engagement events to promote banking products and services.
- Assist customers with account opening, salary transfer documentation, and digital banking setup to ensure a seamless onboarding experience.
- Ensure compliance with HSBC policies, KYC, AML requirements, and applicable regulatory guidelines.
- Collaborate with operations, compliance, and product teams to facilitate efficient case processing and timely service delivery.
- Consistently achieve monthly sales and portfolio growth targets while maintaining high levels of customer satisfaction and relationship quality.
Relationship officer - CitiBank - Dubai
(2024-05 - 2025-04)
- Conducting market research to identify selling possibilities and evaluate customer needs.
- Actively seeking out new sales opportunities through cold calling, networking and social media.
- Managing and growing a portfolio of clients through effective relationship-building.
- Setting up meetings with potential clients and listening to their financial requirements and concerns.
- Developing and sustaining long-lasting relationships with customers.
Placement officer cum Trainer - Anudip Foundation - Kandivali, Mumbai
- Creating and developing appropriate learning materials like presentations, handouts, case studies, practical assignments and self-assessment assignments.
- Help students identify employment options that match their career interests. Assist students in all aspects of the job search including resume writing, interviewing techniques and job referrals.
- Schedule and follow up on student interviews with prospective employers.
