Sameer Khojaye

• Led a team of 4 staff members including to manage operational , sales and after sales services.
• Led the efforts to Achieved 88% of Conversion Rate of Customers to PSW platform.
• Received Zonal and Area commendation for posing Newly Introduced Al-Habib Web Payment System to the current client base and facilitated customers.
• Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical conduct.
• Perform acceptance checks and on-boarding of Foreign Trade clients and in accordance with established policies and procedures.
• Raising FE003 Queries to Other banks in cooperation with Banks Compliance Departments
• Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.
• Solicit, acquire, maintain and develop existing as well as new relationships with clients through researching market opportunities.
• Managing client relationships to attain sales targets through successful placement of clients by selling and cross-selling the entire width of wholesale banking products.
• Coordinate with other Bank Staff to share information related to clients/prospects/the market.
• Oversee banking activities to ensure due process, accuracy and accountability are followed.

• Resolved product issue through consumer testing to achieve 90-95% conversion rate of customers from OBDX Platform to the updated App.
• Led the Digitization efforts of the Bank and pushed ADCs services to the existing client base incentivizing Corporate accounts to opt SMS and Net banking through Facilities in coordination with ADC Team, IT and CPU.
• Incentivized Customer to opt Estaminet Services and made achieved 66-65% results from 19% since joining.
• Achieved 96% success rate in securing customer Biometrics for 2 separate branches.
• Manage account and AML/KYC documentation and other compliance relevant processes (sanction screening) for new clients including dispatching necessary documents
• Perform checkers role to validate/authorize account opening & maintenance of client data
• Adherence of regulatory requirements regarding AML/KYC, CRS & FATCA.
• Close communication with other departments for resolving AML/KYC and other regulatory issues related to clients’ accounts
• Entry and maintenance of master data
• File reviews according to determined review cycle on all active accounts
• Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

Marketing And Media Management

Marketing

Commerce

• Commerce
• Received Distinction in Board Exams