Mansoor Mohammed
Charlotte,NC
Summary
Results-oriented Relationship Banker and Insurance Agent with a strong track record at Emirates NBD. Demonstrated expertise in client relationship management and financial advisory, achieving 120% of sales targets through successful cross-selling strategies. Proficient in risk assessment and delivering customized financial solutions, ensuring high levels of customer satisfaction and loyalty. Committed to leveraging communication and problem-solving skills to enhance client interactions and drive business growth.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Emirates NBD
Dubai, United Arab Emirates
06.2022 - 12.2024
- Managed a portfolio of 150+ high-net-worth clients, providing personalized financial advice and solutions to meet their banking and investment needs.
- Achieved 120% of annual sales targets by cross-selling banking products, including loans, credit cards, mortgages, and investment accounts.
- Built and maintained strong client relationships through regular communication, financial reviews, and proactive problem-solving.
- Conducted in-depth financial analyses to identify opportunities for wealth management, retirement planning, and risk mitigation.
- Collaborated with internal teams (e.g., wealth management, credit analysts) to deliver comprehensive financial solutions.
- Resolved client issues promptly, ensuring high levels of customer satisfaction and retention.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Developed promotional strategies to attract new customers to the bank's products and services.
Insurance Agent
GIG Gulf Insurance
Dubai, United Arab Emirates
01.2023 - 05.2024
- Handled client inquiries regarding various insurance policies and provided appropriate guidance
- Managed administrative duties, including policy renewals, updating client records, and preparing contracts
- Coordinated with underwriters to develop and approve insurance policies
Insurance Agent
Sukoon Insurance
Dubai, United Arab Emirates
01.2020 - 12.2022
- Sold and managed a portfolio of life, auto, and property insurance policies for individual and corporate clients
- Conducted risk assessments and provided clients with insurance options tailored to their needs
- Assisted clients with claims processing and provided clear guidance on policy benefits
- Built and maintained long-term relationships with clients through consistent follow-up and excellent customer service
- Participated in ongoing training to stay updated on new insurance products and state regulations
Education
Bachelor of Information Technology - IT
Aldar University College
Dubai, UAE01.2020
High School Diploma -
Manar Aleman
Ajman,UAE12-2016
Skills
- Client Relationship Management
- Financial advisory
- Sales and cross-selling
- Risk Assessment and Analysis
- Communication
- Regulatory compliance
- Account closings
- Security
- Financial services
- Banking
- Business development
- Teller support
- Customer financing
- Financial advising
Accomplishments
- Consistently ranked among the top 10% of Relationship Bankers for exceeding sales targets and client satisfaction metrics.
- Increased client retention rate by 25% through proactive relationship management and personalized service.
- Recognized as 'Employee of the Month' three times for outstanding performance and client feedback.
Hobbies and Interests
- Staying updated on financial markets, investment trends, and insurance products.
- Volunteering in financial literacy programs for underserved communities.
- Networking with industry professionals to share best practices and insights.
Languages
- English, Fluent
- Arabic, Fluent
Timeline
Insurance Agent
GIG Gulf Insurance
01.2023 - 05.2024
Relationship Banker
Emirates NBD
06.2022 - 12.2024
Insurance Agent
Sukoon Insurance
01.2020 - 12.2022
Bachelor of Information Technology - IT
Aldar University College
High School Diploma -
Manar Aleman
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