Premier Service Manager Resume

SUMMARY

Highly motivated financial professional with 7+ years of experience in Banking and Investments from a top tier Bank. Eager to challenge and expand my skills to exceed corporate goals.

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Premier Service Manager

Confidential

Responsibilities:

Managed a portfolio of high net worth customers with over $100M assets under care.
Maintain highest standard of excellence in client service across the team and with individual portfolio to Ongoing analysis of client portfolios through marketing of ideas and researching clients.
Developed a sales process map to manage the leads effectively and streamline the workflow across multiple departments.
Trained and coached 50+ employees across multiple teams on the representation of brand and investment products. Boosted sales significantly and achieved highest levels of customer satisfaction.
Maintained a deep understanding and technical knowledge of relevant products and services available from Group sources to provide the best solution for customers, improve customer experience and maximize revenue.
Reviewed customer profiles regularly to determine if life changes, economic changes or financial performance indicated a need for plan reassessment.
Boosted productivity by facilitating allocation of resources and coordinating among teams to manage projects and deliver excellent results.
Spear to head several marketing campaigns, collaborating with the marketing team and senior management.
Independently handled and served as point of contact for all web and call center leads and queries. Resolved issues and referred sales leads to appropriate teams.

Premier Relationship Officer

Confidential

Responsibilities:

Provided high net worth customers with exceptional banking services and worldwide recognition.
Managed customer’s financials by identifying their needs and providing expert advice on bank’s financial services such as personal loans, car loans, mortgages, investments, fixed deposits, insurance and foreign exchanges.
Adeptly handled customer account opening around the globe working with International Banking Center to ensure best customer experience and efficient process.
Ensured compliance, operational and system controls in accordance with Confidential regulatory standards and government regulations.
Led the launch of Secure Key for internet banking and the FOREX campaign.
Evaluated and reconfigured the operational processes and customer journey, which improved the efficiency of service delivery by 20%.

Telemarketing Officer

Confidential

Responsibilities:

Contacted prospective customers via outbound calls to expertly promote and sell products and services.
Advised customers on life insurance, credit cards, fixed deposits and other capital secure funds to gain maximum return.
Initiated the analysis of sales reports to accurately create marketing campaigns, which increased sales by 35%.

Customer Service Agent

Confidential

Responsibilities:

Handled customer queries and complaints related to Ministry of Labour and HR laws.
Regulated and monitored private sector companies on employment standards, including general holidays, annual vacations, working hours, unjust dismissals, minimum wage, layoff procedures and severance pay.
Provided financial support such as end of service benefits, salary services and leave payments.

Customer Service Executive

Confidential

Responsibilities:

Provided excellent customer service by assessing customer needs and advising clients on suitable carrier packages.
Adeptly handled customer complaints and collaborated with multiple departments to find best solutions to billing or technical issues.
Planned, supervised, and worked cross to functionally with managers on various projects.