Jeenal Kanabar
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 9+ years of assisting clients with their banking needs, financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
10
10
years of professional experience
Work History
Relationship Manager
Mashreq Bank -United Arab Emirates
07.2024 - Current
- Handling portfolio of 300+ clients with book size of over 650 Mn. and achieving best in class productivity.
- To build and manage the Liability and asset portfolio of Business Banking clients and grow them with the help of existing and new to bank customers Month on Month.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products with their specific requirements on banking products like Investments and Wealth Management, Forex, Trade Finance, Banking facilities and Loans.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Demonstrating success in KYC, Compliance and AML guidelines with high degree of due diligence and risk mitigation.
Relationship Manager
First Abu Dhabi Bank
08.2022 - 06.2024
- Handling portfolio of 250+ SME clients with book size of over 400 Mn and achieving best in class productivity.
- Leading all aspects of banking and Liability Management services along with compliance management, improving service line footprints, enhancing the value proposition of our business unit.
- Realizing business targets, acquiring new clients Month on Month for CASA, Fx Sales, Cash Management, Trade and Business finance products.
- Accountable for Marketing Intelligence, changes in customer's trends, onboarding and offering customized solutions and attaining high percentage of customer wallet share.
- Managing de-risk against attrition, achieving stability of book.
- Achieving the operational objective in accordance with regulatory compliance, internal policies and procedure.
- Demonstrating success in KYC, Compliance and AML process with high degree of due diligence and risk mitigation.
- Building and maintaining relations with Key decision makers, establish large volumes, high profit accounts with excellent levels of retention and loyalty.
Relationship Officer
First Abu Dhabi Bank
05.2019 - 07.2022
- Responsible for acquisition of new Business Banking clients portfolios, in terms of activation, value build-up, and Balance maintenance.
- Major role is sourcing Small and Medium Entrepreneur Business Current Account, Personal Current accounts, Liabilities, Cross selling Investments, and assisting the Team Leader for driving Annual and Monthly team targets achievements.
- Focusing on acquiring customer's engagement by providing Trade Forex Solutions, facility, secured and secured Loans, Credit cards, Letter of Credit, Bank Guarantees, Securities.
- Majorly Handled current accounts for working capital & assets requirement to generate monthly income for portfolio.
- Providing investment advisory services to HNI clients.
- To develop and ensure the business with the consultants and Govt. Authorities, for the smooth and service driven business relationship.
- To be updated about the documentations of Companies in Free Zones, Local Markets and Offshore Companies in UAE and have knowledge of Islamic Banking, Banking procedures in UAE, Central Bank Guidelines and Business Banking in UAE.
Accounts Officer
Emirates NBD
08.2017 - 04.2019
- Responsible for acquisition of new Business Banking clients portfolios, in terms of activation, value build-up, and Balance maintenance.
- Major role is sourcing Small and Medium Entrepreneur Business Current Account, Personal Current accounts, Liabilities, Cross selling Investments, Fx products and assisting the Team Leader for driving Annual and Monthly team targets achievements.
- Managing the onboarded accounts and build book size for 1 year before handling the accounts over to the Relationship Manager
- Providing investment advisory services to HNI clients.
- Become familiar with competition to stay ahead of them.
- Encourage high-sales and Excellent customer service practise.
Business Banker
Mashreq Bank
06.2015 - 08.2017
- Major role in sourcing SME - BCA, Liabilities, Cross selling investments and assisting the Team Leader for driving Annual and Monthly team targets achievements .
- Maintained up-to-date knowledge of competitors' products.
- Maintained Sales hygiene by adhering to AML and Compliance processes.
Education
B.Com - Finance
Mumbai University
Mumbai03-2007
Skills
- Banking and Finance
- Relationship building and management
- New business generation
- Wealth management offerings
- Service support
- Client acquisition
- Sales expertise
- Risk mitigation
Timeline
Relationship Manager
Mashreq Bank -United Arab Emirates
07.2024 - Current
Relationship Manager
First Abu Dhabi Bank
08.2022 - 06.2024
Relationship Officer
First Abu Dhabi Bank
05.2019 - 07.2022
Accounts Officer
Emirates NBD
08.2017 - 04.2019
Business Banker
Mashreq Bank
06.2015 - 08.2017
B.Com - Finance
Mumbai University
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