Abbas Sayed
Banking Professional
Mumbai
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 13 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
14
14
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Ivy Relationship Manager
Au Small Finance Bank
09.2023 - Current
- Managing high-net-worth individuals (HNIs) with an average ticket size exceeding 50 lakhs
- Consistently exceeded monthly sales goals by cultivating a strong network of professional contacts and referrals.
- Increased the On-the-Book (OTB) portfolio by 194% from 7 cr to 13.5 cr in 9 months.
- Acquired the highest number of clients in the entire region, ensuring high-quality accounts. Received multiple accolades or achievements in FD, Acquisition and other products.
- Cross-selling Third Party Products (TPP) such as demat accounts, value packs, and Health Insurance (HI).
- Administering wealth portfolios for clients with Assets Under Management (AUM) of over ₹10 crore.
Customer Service Executive
Citi bank N.a
12.2011 - Current
- Escalated critical customer issues to supervisor immediately to avoid lost revenue and canceled policies.
- Employed comprehensive benchmarks to establish and monitor customer service standards.
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
- Developed working relationships with internal and external customers while assisting with account management duties.
- Described product and service details to customers to provide information on benefits and advantages.
- Handled customer inquiries and suggestions courteously and professionally.
- Processing of Transactions for Resident/ Non – Resident/ Cross Border, of all nature (Cash Deposit, Withdrawals, NEFT, RTGS, Demand Draft, Demand Draft Cancellation, Fund Transfer etc).
- Responding to Audit Queries and ensuring every transaction meets the compliance needs
Trade Assistant
Citi bank
08.2010 - 12.2011
- Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
- Assisted supervisor with various daily tasks which improved productivity and resulted in better efficiency.
- Implement Trade Policies and procedures
- Maintain daily Import Compliance and export Control process Utilizing Excel to produce cross checks to ensure Data entry 100% accuracy
- To monitor trade status and chase for trade confirmations
- Responsible for the maintenance of the database and filing systems to keep track of all trades
Education
B.com -
K.P.B.Hinduja College
Mumbai 04.2009 - 03.2010
Skills
Company policy adherence
Customer assistance
Time management skills
Customer Relations
Product knowledge
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Achieved Zero Discrepancies for the contest with accuracy and efficiency.
Certification
Ms office, Sql Server 2005 from NIIT institute
Timeline
Ivy Relationship Manager
Au Small Finance Bank
09.2023 - Current
Customer Service Executive
Citi bank N.a
12.2011 - Current
Trade Assistant
Citi bank
08.2010 - 12.2011
B.com -
K.P.B.Hinduja College
04.2009 - 03.2010
Ms office, Sql Server 2005 from NIIT institute
04-2008
Similar Profiles
Aravind Kumar VutukuriAravind Kumar Vutukuri
Business Analyst at AU Small Finance Bank (Erstwhile Fincare Small Finance Bank)Business Analyst at AU Small Finance Bank (Erstwhile Fincare Small Finance Bank)
Pooja BhattiPooja Bhatti
Finance Operations Manager at Fincare small finance bank(Now AU small finance bank)Finance Operations Manager at Fincare small finance bank(Now AU small finance bank)
Vinod Das SwamiVinod Das Swami
Finance & Accounts Manager-CSR at AU Foundation (A CSR Arm of AU Small Finance Bank Ltd.)Finance & Accounts Manager-CSR at AU Foundation (A CSR Arm of AU Small Finance Bank Ltd.)
Neeraj MedatwalNeeraj Medatwal
Assistant Manager at Au Small Finance BankAssistant Manager at Au Small Finance Bank
Shikha NishadShikha Nishad
Director of Office Operations at Information Tech Consultants Ltd-Progriz COE Pvt LtdDirector of Office Operations at Information Tech Consultants Ltd-Progriz COE Pvt Ltd