Assel Assilbekova
Miami Beach,FL
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and deepening client relationships by providing superior service and support. A determined leader with over ten years of assisting clients with financial services. Offering dynamic collaboration and decision-making skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Relationship Manager
JPMorgan Chase
02.2021 - 11.2023
- Acquired, managed, and retained a portfolio of 90-100 business clients with annual revenue of $1 - $20 million provided business deposit and cash management solutions and managed business credit
- Deliverd an outstanding experience to business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- Identified and pursued potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams)
Project Manager
Self Employed
03.2020 - 01.2022
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
- Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
- Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
Relationship Manager
Bank Of America
03.2019 - 03.2020
- Partnered with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assisted and trained clients on conducting simple transactions through self-service technologies - Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Relationship Manager
HSBC Bank
02.2013 - 08.2016
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Analyzing various business and high-end clients’ finances and economy and financial markets to present practical data-driven recommendations based on client's business and financial goals.
- Proactively partnering with global markets and identifying cross lines of business. Grew revenue with new and existing clients by 28%
- Presented new product decks to upper management, created 20% growth.
Education
MBA - Marketing
KIMEP
Kazakhstan05.2016
Bachelor of Science - Accounting
KIMEP
Kazakhstan05.2012
Skills
- Asset Management
- Account Management
- Solution management
- Product Expertise
- Leadership
- Interpersonal skills
- Emotional Intelligence
- CRM
- Microsoft Office
Certification
The Securities Industry Essential (SIE), FINRA Series 6, state registration (including 63 ), and Life licenses
Languages
English
Native or Bilingual
Russian
Full Professional
kazakh
Native or Bilingual
Chinese (Mandarin)
Elementary
Timeline
Business Relationship Manager
JPMorgan Chase
02.2021 - 11.2023
Project Manager
Self Employed
03.2020 - 01.2022
Relationship Manager
Bank Of America
03.2019 - 03.2020
Relationship Manager
HSBC Bank
02.2013 - 08.2016
MBA - Marketing
KIMEP
Bachelor of Science - Accounting
KIMEP