Sumit Lulla

Experience

• 

  HSBC

  Sept 2005 - Mar 2006

  Sales Advisor

  It was a temporary position employed as a sales adviser with HSBC Group, DUBAI (U.A.E) an active member of the direct sales team for credit cards.

• 

  HSBC

  Apr 2007 - Jun 2007

  Treasury back office support staff

  it was a temporary positionjob profile included keeping a record of all foreign exchange transactions, maintaining the foreign exchange rates and interest rates, keeping a track of the bond prices, sending out foreign exchange confirmations to banks and customers and preparing outstanding foreign exchange deals letters.

• 

  Emirates NBD

  Sept 2007 - Jun 2009

  Sales Officer

   Marketing all the retail banking products to potential customers namely, personal accounts, personal loans, credit cards, home finance and fixed deposits.  Meeting Hr Managers and the payroll managers of listed companies to provide retail banking facilities to their employees. Proving a one stop shop for all the retail banking needs.  Achieving the sales targets specified in each product.  Preparing a report of the daily sale made.  Visiting at least 3 new companies daily to judge the business potential.  Contributing to the team’s performance. Show less

• 

  Emirates NBD

  Aug 2009 - Jul 2011

  Collections Executive

   Calling customers who have defaulted on credit cards, personal loans and auto loans. Performing home country checks, liaising with legal department. Sending request to file police cases. Performing field visits at customer’s office.  Sending out legal notices to the customer. Handling customers in hard buckets namely 5, 6 and 7. Achieving the monthly targets of cash collection and the number of accounts resolved. Presenting a report showing the amount of cash collected on a monthly basis. Show less

• 

  HSBC

  Dec 2011 - Jan 2013

  Sales officer

   Marketing HSBC credit cards to potential customers. Setting up appointments with customers, visiting them in their office and collecting the required documents to apply for a credit card.  Visiting listed companies, meeting the decision makers, for company profiling.  Listing companies with major business potential. Preparing a report of the daily sale made.  Achieving the monthly targets. Contributing to the team’s performance.

• 

  National Bank of Abu Dhabi

  May 2014 - Jun 2016

  Senior Sales Officer

   Promoting the various features of NBAD credit cards.  Establishing relationship with potential customers. Generating leads through references, social clubs and relatives.  Visiting various business locations and judging the potential of companies in order to list them. Keeping a list of customer needs in terms of credit cards and raise them to the management in management meetings. Achieving the monthly targets and contributing to the team’s performance

• 

  HSBC Retail Banking and Wealth Management

  Jun 2016 - Mar 2017

  Personal Banking Officer

  Responsible for one stop shop for all retail banking needs of potential customers.