Customer Advocate and Banking Relationship Officer

I respond to customer inquiries promptly and accurately through email and Salesforce case comments. I conduct weekly, bi-weekly, and monthly client calls to provide updates and maintain strong, sustainable customer relationships.

I share product-version information and release notes with clients, coordinate with licensing, product management, global support, development, and SaaS teams, and manage escalations. I also support data-fix and code-fix deployments across SIT and UAT while maintaining customer interaction records and regulatory compliance requirements.

I offered credit-card loans, easy cash transfers, and personal banking products to Middle East and global customers. I maintained relationships with existing clients, identified cross-sell and upsell opportunities, and communicated banking products and services in an ethical and professional manner.

I collected and reviewed customer documents, including Emirates IDs, labour cards, payslips, and bank statements. I checked eligibility requirements, explained product features and pricing, tracked business submissions, and ensured that customers received suitable cards with clear explanations of benefits and offers.

I generated revenue through inbound and outbound telephonic sales of pre-underwritten life and general insurance products. I explained product benefits and services, answered customer questions, and generated cross-sell leads to build future sales pipelines.

I helped customers identify protection and income gaps and recommended suitable solutions efficiently and ethically. I recorded customer information accurately, maintained data security and currency, handled associated service requests, and followed the bank's code of conduct, privacy, and other policies.

I assisted customers with credit-card facilities, including quick cash and balance-transfer activities across global markets. I cross-sold banking products such as standing instructions, OTC services, supplementary cards, and credit-card activation services.

I processed quick-cash requests, balance transfers, and new credit-card applications. I managed after-sales customer queries and requests, uploaded entities into Siebel CRM, maintained daily MIS reports for product sales, and followed up on customer needs.