IRFAN AHMAD

Branch Lead Officer

Abu Dhabi Emirate, United Arab Emirates

About

Experienced Branch Lead Officer and Forex Cashier with over two years of experience in financial transactions at a top money exchange. Proficient in currency exchange, wire transfers, and international payments, with a strong focus on customer service and compliance. Recognized for exceptional service and driving revenue through effective upselling. Eager to leverage my skills in a challenging financial role to advance my career.

Experience

  • Lari Exchange (Abu Dhabi Emirate, United Arab Emirates)
    • Branch Lead Officer
      Sep 2024 - Present · 1 yr 11 mos

      Experienced Branch Lead Officer and Forex Cashier with over two years of experience in financial transactions at a top money exchange. Proficient in currency exchange, wire transfers, and international payments, with a strong focus on customer service and compliance. Recognized for exceptional service and driving revenue through effective upselling. Eager to leverage my skills in a challenging financial role to advance my career. - Adhere to established policies, operating manuals, service quality standards, and the code of conduct to ensure smooth business operations at the branch, maintaining high service quality and effective control processes. - Conduct cash reconciliation, identify discrepancies, and ensure compliance with cash control procedures and Central Bank requirements. - Facilitate various global remittances and provide Western Union and Instant Cash services to meet customer needs promptly. - Apply due diligence when buying or selling foreign currencies to secure the best available rates and maximize benefits. - Handle phone calls by addressing customer inquiries and resolving issues effectively. - Review and reconcile cash in bulk at the end of each day and submit the report to the auditor for daily operations.

    • Acting Branch Lead Officer
      Mar 2024 - Aug 2024 · 6 mos

    • Senior Branch Officer
      Sep 2022 - Mar 2024 · 1 yr 7 mos

  • Branch Incharge at Abhinav Infotech
    Jul 2019 - May 2022 · 2 yrs 11 mos

    Responsibilities: - Accepting cash for deposit - Processing cash withdrawals - Assisting customers with routine tasks such as ordering bank cards - Maintaining detailed records of all transactions in accordance with the bank’s policies - Adhering to branch procedures for all transactions - Verifying customer identification - Balancing all cash in cash drawer at the end of each shift - Resolving issues and concerns with customer accounts to the best of one’s ability - Referring customers to other bank personnel as needed to resolve problems - Opening new bank accounts - Answering customer questions, explaining promotions, and suggesting appropriate accounts or opportunities that suit the customer’s financial profile and current needs - Generating receipts for customer transactions - Cross-selling bank products when appropriate - Maintaining confidentiality with all transactions - Keeping stations properly supplied with pens, forms, and other necessary supplies - Removing accounts for dormancy in compliance with branch procedures - Closing accounts for customers as needed