Azal Ahmed
Brooklyn
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with over 14 years' experience in Business Banking. Successful track record in exceeding sales forecasts, improving customer satisfaction and generating referrals from centers of influence.
Overview
18
18
years of professional experience
Work History
Senior Relationship Manager
JpMorgan Chase
12.2021 - Current
- Managed a portfolio of 100 clients with revenues up to $40MM
- Managed credit opportunities up to $10MM
- Provided customized cash management solutions to improve cashflow and safeguard clients accounts
- Worked with partners to maximize sales efforts to business customers and cross-sell other products and services.
- Requested customer feedback to drive client satisfaction and retention while quickly addressing issues.
- Mentored new hires on portfolio management and uncovering opportunities
- Held team within a team meetings coaching branch based partners on how to maximize their book of business
- Part of the Customer Obsession Council focused on client experience
- Recognized as a top performer and have attended National Achiever conference as a Senior RM
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Developed new banking relationships with business prospects.
- Networking with accountants and other COIs in Brooklyn market to acquire new business
Relationship Manager II
JPMorgan Chase
01.2020 - Current
- Business advisor for clients grossing over 5 Million in sales
- Complex credit analysis
- Cash Management services
- Leadership during One Chase meetings
- Part of the BSI Diversity and Inclusion Council.
Relationship Manager I
JPMorgan Chase
01.2018 - 12.2019
- Being a business advisor for managed clients
- Review of business and cash management services
- Cash flow review and credit advisor
- National achiever/top performer.
Chase Private Client Banker/Small Business Specialist
JPMorgan Chase
07.2013 - 07.2017
- Build strong client relationships
- Strengthen partnership through One Chase
- Uncover business opportunity and grow business through centers of influence
- National Achiever/top performer every year.
Personal Banker
JPMorgan Chase
07.2010 - 07.2013
- Client experience
- Work with partners to uncover opportunity.
Business Manager
Food Bank for New York City
07.2006 - 07.2010
- Manage truck deliveries, invoice orders and establish relationships with pantries and soup kitchens in the New York area
- Maintain sufficient produce inventory levels
- Maintain positive client experience.
Education
Bachelor's Degree - International Business
Hofstra University
Hempstead, New York07.2006
Skills
- Customer Relationship Management
- Business Management
- Credit Analysis
- Cash Management
- Leadership Experience
- Revenue development
- Customer interaction
- Team Building Leadership
- Effective Communication
Timeline
Senior Relationship Manager
JpMorgan Chase
12.2021 - Current
Relationship Manager II
JPMorgan Chase
01.2020 - Current
Relationship Manager I
JPMorgan Chase
01.2018 - 12.2019
Chase Private Client Banker/Small Business Specialist
JPMorgan Chase
07.2013 - 07.2017
Personal Banker
JPMorgan Chase
07.2010 - 07.2013
Business Manager
Food Bank for New York City
07.2006 - 07.2010
Bachelor's Degree - International Business
Hofstra University
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