SYED ALI RAZA NAQVI
Rawalpindi, Punjab
Summary
Customer relationship professional with track record of fostering client loyalty and enhancing business relationships. Known for effectively implementing strategies to increase customer satisfaction and resolve issues promptly. Recognized for collaborative teamwork and adaptability, ensuring seamless operations and consistent results.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Relationship Manager
United Bank Limited, UBL
03.2025 - Current
- Ensure Deposit Mobilization as per assigned KPIs, and to achieve MTD & YTD MPR.
- Interacts with identified current and prospective clients to increase share of wallet.
- Manages customer attrition and devises policies to increase retention ratio and expand customer base.
- Ensures timely resolution of customer complaints and queries.
- Implements strategies to fuel growth in the Branch’s deposit base/ Bancassurance and other business targets.
- Monitors and ensures branch operations are in line with service quality standards. Coordinates with the relevant support departments to ensure smooth management of the branch operations.
- Ensures compliance with the prudential and regulatory standards and adherence to internal and external policies.
Customer Relationship Manager
Silk Bank Ltd
07.2022 - 03.2025
- Ensure Deposit Mobilization as per assigned KPIs, and to achieve MTD & YTD MPR.
- Interacts with identified current and prospective clients to increase share of wallet.
- Manages customer attrition and devises policies to increase retention ratio and expand customer base.
- Ensures timely resolution of customer complaints and queries.
- Implements strategies to fuel growth in the Branch’s deposit base Bancassurance and other business targets.
- Monitors and ensures branch operations are in line with service quality standards. Coordinates with the relevant support departments to ensure smooth management of the branch operations.
- Ensures compliance with the prudential and regulatory standards and adherence to internal and external policies.
Assitant Relationship Manager
Silk Bank Ltd
05.2019 - 06.2022
- Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
- Maintained a high level of knowledge surrounding industry trends, competitor products, and regulatory changes to provide well-informed advice and support clients effectively.
- Provided timely solutions to client inquiries, effectively resolving concerns and promoting long-term loyalty.
- Strengthened client relationships by providing consistent support and addressing their financial needs.
- Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Sales Executive
Silk Bank Ltd
12.2017 - 05.2019
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
- Managed pipeline efficiently, prioritizing tasks according to urgency/importance while maintaining focus on long-term objectives.
B-COT Executive
JS Bank Ltd
03.2016 - 03.2017
- Solicit fresh customer as per Bank's agreed sales policy ,strategy & targets .
- Deepening in existing portfolio of organization.
- Develope a potential customer database for new business developement.
- Learning techniques to enhance communication & professional skills.
Education
Bachelor in Commerce -
Punjab University
Rawalpindi, Punjab, Pakistan01-2015
Diploma In Commerce -
Punjab Board Of Technical Education
Rawalpindi, Punjab, Pakistan01-2013
Matriculation -
Federal Board Of Education
Islamabad, Pakistan01-2011
Skills
- Customer relationship building
- Problem-solving
- Research and due diligence
- Sales proficiency
- Team building
- Customer service
- MS office
- Teamwork
Accomplishments
- Current account campaign winner (March 2023)
- Current account campaign winner (June 2022)
- Dubai tour promo winner 2 Persons (Dec 2021)
- Top 10 performer as Sales Executive (May 2019)
- 2nd Runner up Sales Executive (Dec 2018)
- Best performance in B-Cot Channel (Dec 2016)
Certification
- Certified NFLP trainer for State Bank Of Pakistan.
Timeline
Customer Relationship Manager
United Bank Limited, UBL
03.2025 - Current
Customer Relationship Manager
Silk Bank Ltd
07.2022 - 03.2025
Assitant Relationship Manager
Silk Bank Ltd
05.2019 - 06.2022
Sales Executive
Silk Bank Ltd
12.2017 - 05.2019
B-COT Executive
JS Bank Ltd
03.2016 - 03.2017
Bachelor in Commerce -
Punjab University
Diploma In Commerce -
Punjab Board Of Technical Education
Matriculation -
Federal Board Of Education
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