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Lavya Suchal
Relationship Officer (Business Development / Priority Banking/
Customer Relationship/Portfolio/Investment Sales)
Professional Profile
Top-notch self-motivated private banking and financial services Executive with Four Year’s experience in
managing Business Development and Client Management at the Senior Management Level. Maintain excellent
written and oral communication skills, problem resolution abilities, and high level of confidentiality.
Demonstrate history of successful client acquisition while developing financial solutions to the issues
challenging clients. Highlighted leadership qualities and the ability to manage, train and mentor individuals
from varying backgrounds, while promoting team values.
Professional Experience
 ABU DHABI COMMERCIAL BANK, Dubai, UAE in Priority Banking Unit
 Customer Service Officer - (Jan 2012 – Dec2012)
 Providing extending service to premium customer
 Advising customer on their how to maintain their accounts to encourage good customer relationship.
 Handling customer complaints with great importance and sensitivity, and solving the complaint with
in minimum time span.
 Constantly trying to contact customer in regards to new service and products available with the
Bank.
 Following up on the process of account opening with the credit unit.
 Setting up Standard Instructions and Auto debit instructions depending on customer requirement.
 Assisting Managers in Solving various Credit related issue including- Account block,
 Implement customized solutions, tailored to the changing needs of each respective client, in an effort
to help clients achieve their financial goals.
 Lead through example with consistent work ethic and professionalism, while overseeing sales
operations, executing critical presentation and closing functions, and both managing and leveraging
key business, and client relationships.
 Execute needs-based analyses and situational assessments to develop, market and position financial
products and services, generating increased revenue through improved close ratios with customer-
focused and consultative, relationship-based sales strategies.
 Provide continuous assessment of key markets, territories and potential clients, while furnishing
oversight and guidance regarding effective business acquisition strategies, prospecting techniques,
client service and market trends.
 Address key client queries and resolve them in an expedited manner, promoting sustained revenue
growth through client retention and the leveraging of related business opportunities.
 Leverage knowledge of effective objective handling and closing techniques to increase client assets
 ABU DHABI COMMERCIAL BANK, Dubai, UAE in Premier (Privilege Club) Banking
Segment.
 Senior Relationship Executive - (Jan 2010 - Jan 2012)
Job Purpose:
 To maintain portfolio of Premier banking segment of 400 customers.
 To generate revenue through sales of various third party Investment and Insurance products of the bank.
 To bring in more new to bank customers through sale of various financial products of the bank.
 To increase the new to Investment / Insurance customers in our Privilege and Excellency Customer base.
 To cross sell various other financial products / services of the bank.
 To reduce the claw back hits for the bank
Main Task:
 Achieve the agreed monthly and annual targets on Banc assurance annualized Premium (APE),
Investment Sales (AUM) revenue, NTI (new to investment or insurance) and cross sell.
 To keep the claw back in check and not to exceed the defined threshold on claw back hits.
 To increase the new to Investments (or) Insurance penetration in our Privilege and Excellency customer
on base.
 Ensure strict compliance with laid down processes and policies for sourcing business.
 Ensuring realistic commitments are made to customers and render them excellent service to
differentiate ourselves from the competition.
 To ensure in the event of any complaints, the same is addressed within a reasonable time period
 To ensure sales processes are adhered to and to add inputs from time to time to reduce time cycle and
costs.
Duties and Responsibilities:
 Timely report to work and maintain work ethics.
 Ensure Adherence to dress code and code of conduct.
 Submit daily sales report to Line Manager and timely update of the meeting in ITQAN.
 To develop and manage direct relationships and be responsible for the day-to-day relationship with the
client as well as providing investment advice as defined by his risk profile.
 To maintain in depth Knowledge of global and local financial markets so as to be abreast with current
market trends.
 Attend review meetings to ensure there is no gap in planned v/s actual numbers set out for the week.
 Attend training programs and seminars to enhance his sales skills and product knowledge.
 To ensure all cross sell opportunities are effectively leveraged and closed.
 To coach and mentor team mates.
 To work cohesively with team members, in a multi-cultural environment and adhere to values of the
organization built over time
 Identify and utilize sales talent among team members with focused solution-based training, targeted
professional recruitment and the promotion of a performance-based entrepreneurial environment that
leverages individual talents for group benefit.
 Create and implement marketing campaigns, sales strategies, incentive contests and promotional
programs, while tracking progress.
Develop and maintain a strong working knowledge of various financial markets, proprietary products,
services and related marketplaces, including regulatory trends, customer demands, competitor strengths
and industry developments.
 ABU DHABI COMMERCIAL BANK, Dubai, UAE, Cross selling and Tele-Sales Unit
 Telesales Executive ( Aug 2008 – Jan 2010)
Responsibilities:
 Inbound team where we call the customer for the inquiries made.
 X-Sell is a secondary tool. End to end selling of all retail products of the bank (e.g. credit card, personal
loan, auto loan, liability products, etc.)
 Ensuring always to reach the service levels according to the SLA.
 Analyzing the customer and providing with the right product to the customer.
 Campaigns are always being handled during promotion period.
 Always achieving above the KPIs set by the organization.
 Trained well on Customer Relationship Management.
 Adapting to the new systems provided and also providing with feedbacks on the same for the
betterment of its performance.
 Ensuring Sales Deliverables are met above the level of expectation of Higher Management.
 Providing sound advice and analysis on the full range of Investment and Ban assurance products and
services across all wealth customer segments.
 Delivering the planned levels of activity, income and growth in line with agreed business plans and
customer needs across the wealth management businesses.
 Client contact in face to face meetings and telephone calls.
 Handling client complaints.
 Portfolio penetration of the organization.
 Maintaining the Volume/Revenue of Investments sales in terms of USD.
Achievements:
• AMFI Certification with Reliance India in 2008
• ADCB Persistent performer Award for YEAR 2009
• Outstanding Performer in Cross sell and Acquisitions on Islamic Products for2009
• Best Performer Award ss2010 from KOTAK MAHINDRA BANK , INDIA for the maximum
number of Online Trading accounts opened.
• Wealth Management Certified for Global Markets – 2010
• ADCB Monthly Excellent performer Award bagged almost all the months
Competency
• Accustomed to working in fast-paced environments.
• Excellent Communication skills and positive thinking.
• The ability to think quickly and successfully handle different types of clients.
• Good motivational skill to lure and mould people more dynamically.
• Excellent interpersonal skills, ability to work well with others, in both supervisory and support staff
roles
• Excellent skill in servicing as well as providing various savings options at the same time to clients.
• Have a keen mind set to observe and study quickly
• Experienced in take a market study and advising customer on the various financial options available in
market.
Educational Qualification
Courses Institution/University Percentage Year
BBM CA CMS College, Coimbatore (Bharathiar University) 86% 2008
HSE Our Own Indian School, Dubai 89% 2005
SSLC Our Own Indian School, Dubai 84% 2003
Achievements:
Topper in HSE Examination in 2005 for Economics with 95 marks
Currently pursuing Master’s in Business Management in Finance and Banking from Annamalai
University.
Main Project
German Motors
Calicut, Kerala – India
Subject: Sales promotion activities at German Motors.
Description:
The study was conducted to evaluate how effective are the sales promotional activities carried out at the
German Motors, A Franchise of General Motors who are the original distributors of Chevrolet Motors in India.
Computer Skills:
Well versed in the following:
 M. Office
 Web Page designing
 Oracle
 Visual Basics
 Tally and Internet Explorer
Personal Details:
Date of Birth : 11th
April 1988
Age : 24yrs
Nationality : Indian
Marital Status : Married
Languages : English, Hindi, Arabic, Malayalam & Tamil.
Visa Status : Husband’s Visa
Contact Details:
Mobile 1 : 00971-50-9468817
Mobile 2 : 00971-50-7780179
Email ID : lavyac1988@gmail.com
Address : P.O.Box 1200, Dubai, UAE.

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Lavyacv

  • 1. Lavya Suchal Relationship Officer (Business Development / Priority Banking/ Customer Relationship/Portfolio/Investment Sales) Professional Profile Top-notch self-motivated private banking and financial services Executive with Four Year’s experience in managing Business Development and Client Management at the Senior Management Level. Maintain excellent written and oral communication skills, problem resolution abilities, and high level of confidentiality. Demonstrate history of successful client acquisition while developing financial solutions to the issues challenging clients. Highlighted leadership qualities and the ability to manage, train and mentor individuals from varying backgrounds, while promoting team values. Professional Experience  ABU DHABI COMMERCIAL BANK, Dubai, UAE in Priority Banking Unit  Customer Service Officer - (Jan 2012 – Dec2012)  Providing extending service to premium customer  Advising customer on their how to maintain their accounts to encourage good customer relationship.  Handling customer complaints with great importance and sensitivity, and solving the complaint with in minimum time span.  Constantly trying to contact customer in regards to new service and products available with the Bank.  Following up on the process of account opening with the credit unit.  Setting up Standard Instructions and Auto debit instructions depending on customer requirement.  Assisting Managers in Solving various Credit related issue including- Account block,  Implement customized solutions, tailored to the changing needs of each respective client, in an effort to help clients achieve their financial goals.
  • 2.  Lead through example with consistent work ethic and professionalism, while overseeing sales operations, executing critical presentation and closing functions, and both managing and leveraging key business, and client relationships.  Execute needs-based analyses and situational assessments to develop, market and position financial products and services, generating increased revenue through improved close ratios with customer- focused and consultative, relationship-based sales strategies.  Provide continuous assessment of key markets, territories and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service and market trends.  Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of related business opportunities.  Leverage knowledge of effective objective handling and closing techniques to increase client assets  ABU DHABI COMMERCIAL BANK, Dubai, UAE in Premier (Privilege Club) Banking Segment.  Senior Relationship Executive - (Jan 2010 - Jan 2012) Job Purpose:  To maintain portfolio of Premier banking segment of 400 customers.  To generate revenue through sales of various third party Investment and Insurance products of the bank.  To bring in more new to bank customers through sale of various financial products of the bank.  To increase the new to Investment / Insurance customers in our Privilege and Excellency Customer base.  To cross sell various other financial products / services of the bank.  To reduce the claw back hits for the bank Main Task:  Achieve the agreed monthly and annual targets on Banc assurance annualized Premium (APE), Investment Sales (AUM) revenue, NTI (new to investment or insurance) and cross sell.  To keep the claw back in check and not to exceed the defined threshold on claw back hits.  To increase the new to Investments (or) Insurance penetration in our Privilege and Excellency customer on base.  Ensure strict compliance with laid down processes and policies for sourcing business.  Ensuring realistic commitments are made to customers and render them excellent service to differentiate ourselves from the competition.  To ensure in the event of any complaints, the same is addressed within a reasonable time period
  • 3.  To ensure sales processes are adhered to and to add inputs from time to time to reduce time cycle and costs. Duties and Responsibilities:  Timely report to work and maintain work ethics.  Ensure Adherence to dress code and code of conduct.  Submit daily sales report to Line Manager and timely update of the meeting in ITQAN.  To develop and manage direct relationships and be responsible for the day-to-day relationship with the client as well as providing investment advice as defined by his risk profile.  To maintain in depth Knowledge of global and local financial markets so as to be abreast with current market trends.  Attend review meetings to ensure there is no gap in planned v/s actual numbers set out for the week.  Attend training programs and seminars to enhance his sales skills and product knowledge.  To ensure all cross sell opportunities are effectively leveraged and closed.  To coach and mentor team mates.  To work cohesively with team members, in a multi-cultural environment and adhere to values of the organization built over time  Identify and utilize sales talent among team members with focused solution-based training, targeted professional recruitment and the promotion of a performance-based entrepreneurial environment that leverages individual talents for group benefit.  Create and implement marketing campaigns, sales strategies, incentive contests and promotional programs, while tracking progress. Develop and maintain a strong working knowledge of various financial markets, proprietary products, services and related marketplaces, including regulatory trends, customer demands, competitor strengths and industry developments.  ABU DHABI COMMERCIAL BANK, Dubai, UAE, Cross selling and Tele-Sales Unit  Telesales Executive ( Aug 2008 – Jan 2010) Responsibilities:  Inbound team where we call the customer for the inquiries made.  X-Sell is a secondary tool. End to end selling of all retail products of the bank (e.g. credit card, personal loan, auto loan, liability products, etc.)  Ensuring always to reach the service levels according to the SLA.  Analyzing the customer and providing with the right product to the customer.  Campaigns are always being handled during promotion period.  Always achieving above the KPIs set by the organization.
  • 4.  Trained well on Customer Relationship Management.  Adapting to the new systems provided and also providing with feedbacks on the same for the betterment of its performance.  Ensuring Sales Deliverables are met above the level of expectation of Higher Management.  Providing sound advice and analysis on the full range of Investment and Ban assurance products and services across all wealth customer segments.  Delivering the planned levels of activity, income and growth in line with agreed business plans and customer needs across the wealth management businesses.  Client contact in face to face meetings and telephone calls.  Handling client complaints.  Portfolio penetration of the organization.  Maintaining the Volume/Revenue of Investments sales in terms of USD. Achievements: • AMFI Certification with Reliance India in 2008 • ADCB Persistent performer Award for YEAR 2009 • Outstanding Performer in Cross sell and Acquisitions on Islamic Products for2009 • Best Performer Award ss2010 from KOTAK MAHINDRA BANK , INDIA for the maximum number of Online Trading accounts opened. • Wealth Management Certified for Global Markets – 2010 • ADCB Monthly Excellent performer Award bagged almost all the months Competency • Accustomed to working in fast-paced environments. • Excellent Communication skills and positive thinking. • The ability to think quickly and successfully handle different types of clients. • Good motivational skill to lure and mould people more dynamically. • Excellent interpersonal skills, ability to work well with others, in both supervisory and support staff roles • Excellent skill in servicing as well as providing various savings options at the same time to clients. • Have a keen mind set to observe and study quickly • Experienced in take a market study and advising customer on the various financial options available in market.
  • 5. Educational Qualification Courses Institution/University Percentage Year BBM CA CMS College, Coimbatore (Bharathiar University) 86% 2008 HSE Our Own Indian School, Dubai 89% 2005 SSLC Our Own Indian School, Dubai 84% 2003 Achievements: Topper in HSE Examination in 2005 for Economics with 95 marks Currently pursuing Master’s in Business Management in Finance and Banking from Annamalai University. Main Project German Motors Calicut, Kerala – India Subject: Sales promotion activities at German Motors. Description: The study was conducted to evaluate how effective are the sales promotional activities carried out at the German Motors, A Franchise of General Motors who are the original distributors of Chevrolet Motors in India. Computer Skills: Well versed in the following:  M. Office  Web Page designing  Oracle  Visual Basics  Tally and Internet Explorer
  • 6. Personal Details: Date of Birth : 11th April 1988 Age : 24yrs Nationality : Indian Marital Status : Married Languages : English, Hindi, Arabic, Malayalam & Tamil. Visa Status : Husband’s Visa Contact Details: Mobile 1 : 00971-50-9468817 Mobile 2 : 00971-50-7780179 Email ID : lavyac1988@gmail.com Address : P.O.Box 1200, Dubai, UAE.