Rahat Khan

• Conduct in depth analysis of clients financial needs
• Provide ethical, objective and holistic financial planning advice to clients.
• Managed relationships with outside vendors such as attorneys, accountants, when necessary.
• Coach and empower employed individuals by creating and sharing motivational vision plans.

• Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
• Planned and conducted formal activities such as networking events and sales promotions.
• Successfully managed and maintained a client portfolio of 200 high-net worth clients.
• Knowledge and experience of financial markets and banking across Africa
• Proactively offered insights and crafted tailored and innovative financial solutions/investments (local and international) for the clients.
• Developed processes for tracking key performance indicators such as customer retention rates and overall satisfaction scores.

• Monitored customer leases for expired contracts and took appropriate action to resolve them quickly.
• Implemented strategies for improving customer experience through enhanced product offerings or improved service delivery.
• Assessed employee performance and provided feedback regarding areas of strength or improvement opportunities.
• Acquired, lead and supervised a team of 6, providing physical office management and
  administration of daily operations.
• Managed training programs for new employees, including orientation and onboarding activities.

• Achieved client loyalty through quality, productivity, service and proactive management.
• Addressed customer questions and concerns regarding products and services.
• Generated reports regarding customer interactions, performance metrics, and revenue goals.
• Maintained accurate records of all client interactions within the company's CRM system.
• Conducted regular market research to identify and execute new business
  development opportunities

• Pioneered in setting up the 1 st branch of the bank, Implementing the new software, systems and
  procedures including workflows.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Trained branch managers and CRM specialists on the operational workflows of the department.
• Achieved customer satisfaction of 83% as head of department.
• Worked with cross-functional teams to achieve goals.
• Maintained and updated knowledge on shariah through continuing education and advanced training.

Banch Manager, Parklands, Nairobi

• Led and established a team of sales professionals on business development to mobilize deposits whilst achieving challenging goals.
• Successfully led the day to day operations and administrative duties of the branch.
• Managed customer relations department and delegated day to day operations developing direct
  reports.