Total Years of Experience: 14 Years, 2 Months
August 2014
To Present
Business Development Manager
at HSBC Bank
Location :
United Arab Emirates - Abu Dhabi
• Grow targeted client managed accounts
• Attend weekly/monthly pipeline meetings at BU including client planning updates
• Manage Compliance and Reputational Risk: Comply with all regulations and HSBC Group Policy and Standards. Manage any threat to HSBC's reputation which can lead to loss in revenue or shareholder value.
• Reduce the number of high and medium risk audit terms, tracked by individual risk teams in conjunction with GTRF team
• Apply the main global markets foreign exchange and interest rate products in a customer scenario
• Evaluate the necessary steps required regarding documentation and credit approval
• Explain major products and markets to provide client solutions
• Develop techniques to develop a market view and apply appropriate products
• Develop client relationship management and cross selling skills
• Identify risk issues in a typical Global Banking or Top Commercial Banking client portfolio.
• Setting up meetings with new clients
• Looking for new sales opportunities
• develop new profitable business relationships for the bank and service existing accounts
• Identification of potential loan risks
• Attend weekly/monthly pipeline meetings at BU including client planning updates
• Manage Compliance and Reputational Risk: Comply with all regulations and HSBC Group Policy and Standards. Manage any threat to HSBC's reputation which can lead to loss in revenue or shareholder value.
• Reduce the number of high and medium risk audit terms, tracked by individual risk teams in conjunction with GTRF team
• Apply the main global markets foreign exchange and interest rate products in a customer scenario
• Evaluate the necessary steps required regarding documentation and credit approval
• Explain major products and markets to provide client solutions
• Develop techniques to develop a market view and apply appropriate products
• Develop client relationship management and cross selling skills
• Identify risk issues in a typical Global Banking or Top Commercial Banking client portfolio.
• Setting up meetings with new clients
• Looking for new sales opportunities
• develop new profitable business relationships for the bank and service existing accounts
• Identification of potential loan risks
November 2012
To July 2014
Senior Relationship officer
at AL Hilal Bank
Location :
United Arab Emirates - Abu Dhabi
• Setting up meetings with new clients
• Researching the latest products and regulations
• Looking for new sales opportunities
• develop new profitable business relationships for the bank and service existing accounts
• Analysis of various financial statements and tax return in order to determine disposition of the loan requested
• Identification of potential loan risks
• Work with lenders to obtain all necessary loan information
• Maintain the integrity of each credit file
• Annually audit credit files
• Collect financial reporting data from loan operations specialists
• Review collection activity on delinquent accounts
• Communicate with clients regarding pending credit requests
• Analysing financial information, such as statements, management accounts and cash flow statements;
• Developing models of credit information to predict patterns and trends using specialist statistical software;
• Assessing the credit worthiness of client companies;
• Advising and recommending changes to policy and procedure;
• liaising with other staff within the company, such as account managers and product specialists;
• Helping to ensure that procedures comply with sector standards;
• Staying informed about the legal, compliance and market-risk-related issues involved in the approval of credit.
• Researching the latest products and regulations
• Looking for new sales opportunities
• develop new profitable business relationships for the bank and service existing accounts
• Analysis of various financial statements and tax return in order to determine disposition of the loan requested
• Identification of potential loan risks
• Work with lenders to obtain all necessary loan information
• Maintain the integrity of each credit file
• Annually audit credit files
• Collect financial reporting data from loan operations specialists
• Review collection activity on delinquent accounts
• Communicate with clients regarding pending credit requests
• Analysing financial information, such as statements, management accounts and cash flow statements;
• Developing models of credit information to predict patterns and trends using specialist statistical software;
• Assessing the credit worthiness of client companies;
• Advising and recommending changes to policy and procedure;
• liaising with other staff within the company, such as account managers and product specialists;
• Helping to ensure that procedures comply with sector standards;
• Staying informed about the legal, compliance and market-risk-related issues involved in the approval of credit.
December 2009
To November 2013
Financial Analyst
at Abu Dhabi Investment Company
Location :
United Arab Emirates - Abu Dhabi
• Prospected, created new leads, scheduled meetings with potential clients, and managed corporate relations.
• Compiled a customer/client database to improve efficiency and generated maximum revenue.
• Provided monthly reports on monthly sales volume, complaint follow-up, market surveys, competitor analysis, market price changes, recent updates on the Investment sector, and market evolution.
• Providing professional premium service whereby clients are continuously updated on new available services and arranged regular phone calls and visits to follow with them.
• Identified client’s needs and accordingly devised strategies and provided comprehensive solutions tailored to effectively meet clients’ needs.
• Completed outstanding balance follow-ups on a timely basis and delivered monthly statements to clients and management.
• Liaised with Associations, Networks, Customer Service, Production & Finance departments for any related issues pertaining to client’s portfolio.
• Applied effective root cause analyses and problem solving techniques and created teams when deemed essential and solved arising issues on an immediate basis.
• Compiled a customer/client database to improve efficiency and generated maximum revenue.
• Provided monthly reports on monthly sales volume, complaint follow-up, market surveys, competitor analysis, market price changes, recent updates on the Investment sector, and market evolution.
• Providing professional premium service whereby clients are continuously updated on new available services and arranged regular phone calls and visits to follow with them.
• Identified client’s needs and accordingly devised strategies and provided comprehensive solutions tailored to effectively meet clients’ needs.
• Completed outstanding balance follow-ups on a timely basis and delivered monthly statements to clients and management.
• Liaised with Associations, Networks, Customer Service, Production & Finance departments for any related issues pertaining to client’s portfolio.
• Applied effective root cause analyses and problem solving techniques and created teams when deemed essential and solved arising issues on an immediate basis.
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