Finacle Core Banking Software
Suraj Raina
Relationship Manager
Cartago,Guadalupe
Summary
Results-driven professional with expertise in managing high-value portfolios, exceeding sales targets, and delivering tailored financial solutions. Skilled in client acquisition, relationship management, and capital markets.
Overview
2026
2026
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Relationship Manager
Rak Bank
2010 - Current
A leading local bank operating its personal banking and business banking in UAE & established in the year 1976 ,The Bank is 52.76% owned by the Government of Ras AlKhaimah and its shares are publicly traded on ADX.
- Acquisition & Sales: Consistently surpassed sales targets for mortgages and investment products by acquiring and retaining High-Net-Worth Individuals (HNWI).
- Client Management: Served as a dedicated Relationship Manager, building and nurturing a robust portfolio of clients and expanding Assets Under Management (AUM) through a strategic network and database.
- Advisory & Strategy: Provided tailored financial solutions, performing comprehensive risk assessments and KYC/AML compliance screenings to ensure all transactions align with client needs and regulatory standards.
- Market Leadership: Actively monitored and reported on market developments in the Dubai, UAE to drive business growth and maintain a competitive edge.
Phone Banking Team Leader
Excel Commercial Brokerage
2008 - 2010
- Focused, Dedicated and continuously offers suggestion to improve efficiency whilst providing the highest customer service standards
- Provide the team with a vision of the project goals, Motivate and inspire team members
- Familiarize the team with the customer needs, specifications, design targets, the development process, design standards, techniques, and tools to support task performance
- Monitor agent calls and provides feedback and coaching
- Enhance revenue by providing sales help through use of basic sales techniques
Education
Bachelor's degree - Commerce
Mumbai University
Mumbai, India01-2002
Skills
Communication & Interpersonal Skills
Awards
- Oct 2009: Award of Excellence, Phone Banking Unit – Honored for superior effort, exceptional contribution, and consistent performance, which led to a promotion.
- Apr 2010: 97% Score in Phone Banking Monitoring – Demonstrated exceptional accuracy, customer service, and operational efficiency.
- Apr 2011: Exceeded Credit Card & RAK Finance Sales Targets – Delivered significant revenue growth by surpassing monthly sales goals.
- May 2013: $1M Revenue Contribution in Wealth Management – Successfully converted high-value client opportunities into substantial revenue.
- Mar 2020: Recognition for COVID-19 Client Support – Provided critical assistance in handling client complaints and ensuring service continuity during the pandemic.
- Feb 2023: Consistently Achieved 100% Performance Score – Maintained top-tier performance through exceptional client relationship management and operational excellence.
Software
Bloomberg Terminal
Microsoft 365 Suite
Accomplishments
- Promoted from Phone Banking Representative to Team Leader by driving performance with accuracy and efficiency.
- Supervised and coached a team of 15 staff members, ensuring service excellence and operational compliance.
- Advanced from Customer Service Officer (Retail Banking) to Relationship Manager (Wealth Management), reflecting strong sales performance and client relationship expertise.
Certification
Preston Brook Process Training, Training Center - 2006
Timeline
Relationship Manager
Rak Bank
2010 - Current
Phone Banking Team Leader
Excel Commercial Brokerage
2008 - 2010
Bachelor's degree - Commerce
Mumbai University
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