ATALIQ ABIDI

• Cultivated strong client relationships as Portfolio Relationship Manager, cross-selling banking Life Insurance, General insurance and all types of loans, etc
• Managed portfolio of 200 customers with CASA and TD book size of 6 crore.
• Facilitated proactive customer engagement to drive product sales.
• Executed core banking operations, ensuring seamless daily functions.
• Maintained optimal inventory levels through effective management of deliverable stock.
• Resolved customer queries promptly, improving service satisfaction.
• Processed customer instructions accurately to ensure precision in transactions.
• Oversaw compliance with hygiene parameters, enhancing safety standards.

Job Profile

Senior Bank Officer - Business Account

• Managed business account portfolio, enhancing client relationships and service quality.
• Specialized in current account sales, achieving significant revenue growth.
• Resolved customer queries and issues promptly to maintain satisfaction levels.
• Oversaw all product sales, driving comprehensive financial solutions for clients.
• Maintained NAV value effectively through strategic account management.
• Developed strong customer relationships, fostering loyalty and repeat business.
• Implemented best practices in service delivery to improve operational efficiency.
• Coordinated cross-functional teams to address client needs and streamline processes.

Job Profile

Personal Banker - Welcome Desk

• Developed and maintained strong relationships as Portfolio Relationship Manager.
• Facilitated all product sales through proactive customer engagement.
• Executed core banking operations to ensure smooth daily functions without deviation.
• Managed deliverable stock effectively, maintaining optimal inventory levels.
• Resolved customer queries and issues promptly, enhancing service satisfaction.
• Handled customer instructions with precision, ensuring accurate processing.
• Oversaw hygiene parameters to meet compliance standards and enhance safety.

• Generated daily Management Information System reports to enhance decision-making processes.
• Produced real-time cashiering reports to monitor and analyze financial transactions.
• Created Customer Information Files for recruitment and renewal purposes.
• Issued policies efficiently, ensuring compliance with organizational standards.
• Executed policy sales, contributing to revenue growth.
• Performed various miscellaneous office activities to support overall operations.