Open To Work
Mohammad Alam
HSBC Bank NA
Jackson Heights,New York
Work Preference
Desired Job Title
VP PREMIER RELATIONSHIP MANAGERRelationship BankerSenior customer Service AssociateBusiness Development & Market AnalysesBranch Manager
Work Type
Full Time
Location Preference
On-SiteHybrid
Location:
Jackson Heights, New YorkNew York, NYQueens, NYThe Bronx, NYBrooklyn, NY
Open to relocation:
Yes
Minimum Desired Compensation
$80000/yr
Important To Me
Career advancementCompany CultureHealthcare benefitsPaid time offTeam Building / Company RetreatsPaid sick leave401k match
1
Language
1
Certification
12
Years of experience
Results-driven Executive experienced in strategic leadership and operational management. Delivered growth by optimizing processes and fostering team collaboration through effective strategic planning and financial management. Focused on achieving high-impact results in challenging environments.
Work History
VP PREMIER RELATIONSHIP MANAGER
2 Years 3 Months- Managed a portfolio of approximately 350 premier clients, periodically called and met with them to analyze their long-term needs and goals that produced new money around $10.0 million every year.
- Acquired new HSBC Premier Clients continually, upgraded existing clients, and helped them to open global accounts in different countries as being their trusted advisor.
- Utilized Client Relationship Management system to maintain accurate, up-to-date client information and ensured fair treatment to enhance client satisfaction.
- Identified cross-sell opportunities from referrals and worked closely with Financial and Lending Advisors to provide comprehensive and tailored services to clients that exceeded basic day-to-day banking.
- Utilized the Client Relationship Management system to maintain complete and up-to-date client information.
- Fostered a collaborative work environment with branch team to enhance productivity and support achievement of RBWM business objectives.
- Served as Officer-In-Charge in absence of branch manager, collaborating to achieve branch goals and drive sales campaigns.
- Developed and implemented risk management frameworks to ensure compliance with regulatory standards.
- Led cross-functional teams to drive strategic initiatives and enhance operational efficiency.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
- Increased company growth through collaboration with sales and marketing departments.
- Provided strong leadership to enhance team productivity and morale.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Managed financial, operational and human resources to optimize business performance.
- Formulated and executed strategic initiatives to improve product offerings.
- Created succession plans to provide continuity of operations during leadership transitions.
- Initiated strategy to drive company growth and increase market share and profitability.
- Cultivated strong client relationships to enhance customer loyalty and satisfaction.
- Continuously monitored market trends and economic indicators, ensuring accurate financial advice was provided to clients.
- Built long-lasting relationships with high-net-worth individuals by demonstrating expertise in wealth management strategies tailored to their unique financial needs.
- Collaborated with internal partners to generate cross-selling opportunities, maximizing revenue for the bank.
- Strengthened client relationships by providing personalized financial solutions and tailored wealth management advice.
- Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
- Consistently met or exceeded annual sales targets while maintaining high levels of client retention and satisfaction rates.
- Navigated challenging market conditions with sound judgement, providing reassurance to clients during periods of economic uncertainty.
- Provided comprehensive support during investment planning processes, resulting in well-informed decision making by clients.
- Proactively identified opportunities to upsell additional products and services, strengthening the overall value proposition for clients.
- Delivered exceptional service through active listening, empathetic communication, and prompt follow-up on client requests.
- Mentored junior team members and shared best practices to foster a collaborative working environment focused on continuous improvement.
- Successfully managed risk exposure in client portfolios through prudent investment recommendations based on thorough research and analysis.
- Conducted regular portfolio reviews with clients to assess progress towards their financial goals, recommending adjustments as needed.
- Organized regular networking events to build connections with potential clients, leading to increased business opportunities for the bank.
- Developed a deep understanding of clients'' needs, enabling the provision of customized banking services and products.
- Enhanced the reputation of the bank by consistently demonstrating professionalism, integrity, and commitment to excellent customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Managed accounts to retain existing relationships and grow share of business.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Implemented systems and procedures to increase sales.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Prepared sales presentations for clients showing success and credibility of products.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Organized promotional events and interacted with community to increase sales volume.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Communicated product quality and market comparisons by creating sales presentations.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Facilitated business by implementing practical networking techniques.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Led cross-functional teams to execute strategic initiatives improving service delivery efficiency.
- Analyzed financial needs to deliver tailored banking solutions for high-net-worth clients.
- Developed comprehensive financial plans leveraging market insights and investment strategies.
- Mentored junior relationship managers, fostering professional development and team performance.
- Spearheaded client onboarding processes, ensuring a seamless transition to HSBC services.
- Enhanced portfolio management through risk assessment and proactive client engagement strategies.
- Improved overall client satisfaction by addressing concerns promptly and resolving issues effectively.
- Effectively communicated complex financial concepts in clear language that enabled clients to make informed decisions about their investments.
- Streamlined operational processes within the team to increase efficiency and improve overall performance metrics.
- Implemented effective sales strategies to grow assets under management and expand the client base.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built relationships with customers and community to establish long-term business growth.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
Relationship Banker
1 Year 3 Months- Acquired new clients through proactive telephone and in-person outreach, enhancing customer base.
- Provided customers' personal financial counseling to discover opportunities and provide timely follow-up.
- Collaborated with Lending and Financial Advisors and business bankers to streamline client service and enhance financial solutions.
Senior customer Service Associate
4 Years- Established customer relation, conducted telephone prospecting and outbound calls and follows up.
- Sold bank regular deposits and credit products while referring clients to financial and lending advisors for enhanced service.
- Led resolution of complex customer inquiries, enhancing service quality and client satisfaction.
- Streamlined processes for account management, resulting in increased operational efficiency.
- Mentored junior associates, fostering skill development and promoting team cohesion.
Business Development & Market Analyses
8 Months- Developed and analyzed sales documents for prospective agents to enhance sales tracking.
- (Money Service Business)
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
Branch Manager
1 Year 11 Months- Trained team members on systems and compliance to ensure adherence to regulatory standards. and Communicated with regional payer banks to facilitate smooth transactions and resolve issues.
- Assisted customers with money service transactions.
- Led branch operations, ensuring compliance with company policies and regulatory requirements.
- Developed and implemented strategic initiatives to enhance customer satisfaction and retention.
- Mentored and trained staff on best practices, improving team performance and collaboration.
Education
Master of Science - Finance
- Academic Award: “Excellence in Finance” in Master of Business Administration from Long Island University (LIU) May 2014.
- GPA: 3.64
Skills
Math and marketing skills
Financial modeling expertise
Software and language proficiency
Relationship building
Team leadership
Critical thinking
Client relationship management
Strategic planning
Business development
Results-driven
Staff training
Staff development
Client engagement
Sales leadership
CRM software
New client acquisition
Cross-functional leadership
Cross-functional communication
Market analysis
Accomplishments
- Achieved [Result] by completing [Task] with accuracy and efficiency.
Certification
Series 6 and 63 are now temporary expired but can be activated without any test when the firm submits an Exam Waiver letter to Finra. The life Insurance license is still active.
Contribution and achievement
Consistently, was in the top 5% from 2015 to 2018 in sales and helped own branch being the number #1 in position in the country in 2016 for unsecured credit product sales and also convinced one client to bring $2.8 million to invest in 2018.
Languages
Hindi
Professional Working
Timeline
VP PREMIER RELATIONSHIP MANAGER
HSBC Bank NA
2019.11 - 2022.02Read More
Relationship Banker
JP Morgan Chase
2018.07 - 2019.10Read More
Senior customer Service Associate
HSBC Bank North America
2014.06 - 2018.06Read More
Business Development & Market Analyses
Trans Fast LLC
2011.09 - 2012.05Read More
Branch Manager
Zoha Inc
2009.09 - 2011.08Read More
Long Island University (LIU)
Master of Science from Finance
Read More