Sales Manager
The Saudi Investment Bank
Total des années d'expérience :10 years, 9 Mois
*Leading central region treasury sales team in both foreign exchange and derivatives sales.
*Involved in country treasury sales strategy, while conducting a full industry review.
*Full review of central region corporate, public institutions and retail clients in terms of profitability and treasury utilization.
*Identified and activated dormant clients, where we organized intensive clients visit approach to reactivate.
*Achieved distinctive growth in revenues, while outperforming the annual budget.
*Fostered and expanded relationships with clients through high standard professional services.
*Assisted RMs in prospecting new clients to grow the bank market share.
Analytics Department
*First line support for Bloomberg clients questions on the analytics system. handling general cross assets inquiries and specialized on FX inquiries.
*Provide clients information, data and tools that is necessary for them to make the best investment decisions and for them to achieve their goals on a day to day basis.
*Providing clients with in-depth training sessions on the analytics system to improve and increase clients knowledge of the system and help him with his workflow to make the best decisions on the market and achieve their desired goals.
*Organizing campaigns to contact clients and introduce new analytic tools and information on the system to improve the usage and the knowledge of the client and build an opportunities pipeline for the sales team.
*Member of the data transfer team, where we help the clients to transfer their system settings and data from one user to another.
Treasury - FX Sales
*Handling FX trades in Electronic FX platforms (Bloomberg FXGO and SAMBA Treasury Electronic Platform “STEP”). (Kingdom wide).
*Coordinate directly with all of the Bank's sectors (Corporate, Private and Retail) to help them to follow up with the clients' FX needs and achieve their FX profit target. (Kingdom wide).
*Preparing upcoming year FX plan by analyzing FX flow history of the clients' of all Bank's sectors (Corporate, Private and Retail) to prepare for the FX flow plan for each client for the upcoming year with coordination with the sectors. (Kingdom wide).
*Monitoring and developing electronic FX dealing systems, receiving and solving issue concern, training new employees and dealing with difficulties that may face the team.
*Daily monitoring the bank's FX flow and preparing and creating reports that shows daily FX statistics.
*Creating and preparing FX statistics for each Bank's sector shows their clients' statistics and evaluate the sector performance according to their plan.
Worked at the Treasury department to complete the university Co-op program requirement
, Majoring in Finance & Banking