General Manager Operations and Sales
Anon
Total years of experience :15 years, 3 Months
• Working to achieve goals of the business which are align to strategy
• To help the businesses increase profit and efficiency
• Agreeing and working toward strategic objectives, priorities and timescales for implementation
• Increasing profitability, cutting losses, improved efficiencies
• Developing and Building Long term profitable customer relationships
• Product development, improved processes, training and coaching and change management
• Defining Management structures, roles, responsibilities and delegation
Vice President and Manager, Priority Banking - Union National Bank Abu Dhabi
Abu Dhabi 2008 to 2009
Performed all the functions as business head - planned and developed a comprehensive strategy to establish a new banking business to increase UNB's market share and profitability combined with strong customer relationships and sustainable growth in the Premium Banking sector.
• Plan, develop and implement policies and strategies aligned to Union National Bank strategic objectives
• Conducted a full review of UNB businesses to identify opportunities for growth and implement effective processes
• Developed the strategy and distinct brand to acquire new to bank customer relationships, increase cross sales and profitability by building long term relationships
• Develop and implement an effective referral process between departments and businesses
• Implement key business change initiatives, product development and delivery
• Establish management structures and delivery channels to focus on acquisition, relationship management and needs based cross sales to increase revenue
• Goals and objective setting, Training and development, staff and resource planning
Associate Director - HSBC Private Bank
Abu Dhabi 2006 to 2008
Performed all the functions of Relationship Management with Ultra High Net worth clients and family offices to grow, manage and preserve their wealth, using the global capability of HSBC including: • Growth of assets under management in an open architecture environment
• Delivery of exemplary customer service
• Advising on global investments opportunities and instruments, protection, international property purchase, trusts, estate and succession planning, foreign exchange and tax planning and regular client meetings with portfolio and strategy reviews
• Adherence to all Compliance and Anti-Money Laundering requirements
• Co-ordinate across the network to strengthen client relationship across HSBC
Premier Centre Manager - HSBC Premier
Abu Dhabi 2004 to 2006
Reporting to the CEO, I managed all aspects of the Premier Centre including: • Delivery of HSBC's Global Premier banking proposition to new and existing clients
• Expansion of client base - new to bank acquisition, increased cross sales and profitability
• Operational risk management, cost and budget control, marketing and recruitment
• Excess and exception management, Resource planning
• Creating a sales and service culture - training and development of staff
• Implement audit, compliance and money laundering controls
• Manage objectives, goal setting, performance reviews and staff management
Area Sales and Quality Manager - HSBC
UAE, Qatar and Oman 2002 to 2004
Performed all functions of Area Sales Manager and managed day to day activities of 3 teams of Financial Advisers in the UAE, Qatar and Oman including: • Sales Management, objective and goal setting with ongoing performance reviews
• On-going training and development to improve adviser sales and client facing skills
• Ensuring compliance to Central bank and Jersey Financial Services Commission regulations
• Promptly investigating and resolving any customer complaints
Senior Financial Planning Manager - HSBC Wealth Management
Abu Dhabi and Al Ain 2000 to 2002
Reporting to the CEO and Regional Head of Financial Planning Services, I was responsible for all aspects of establishing, managing and growing HSBC's Wealth Management business in Abu Dhabi and Al Ain including: • Regular Managerial Progress and Strategy reviews
• Information gathering and decisive problem solving skills
• Providing investment and wealth management sales advice to individuals and businesses
• Coaching, training and motivating Branch staff on Financial Planning Services on generating successful referrals and cross sales
• Manager, mentor and coach for 5 trainee wealth management advisers
• Adhering to all compliance requirements
Demonstrates the ability to help business startups to establish, grow and develop
Demonstrates knowledge and experience in Wealth Management
Provided an overall understanding of business and how different elements interact