Managing Director – Consultancy & Project Management
Pro360 Consultant DMCC
Total years of experience :28 years, 0 Months
Formulated annual and monthly objectives aligned to the overall company objectives.
Developing marketing and target client strategies of the company.
Defining long and short term corporate goals and objectives.
Managed all sales and customer support functions of the business.
Provided guidance and support in resolving problems related to transactions handled by the company.
Collaborated with the architect consultants, legal firms, real estate companies, Project managers and banks for developing marketing and target client strategies of the company
Formulated annual and monthly objectives aligned to the overall company objectives.
Collaborated with the CEO for developing marketing and target client strategies of the company.
Participated in defining long and short term corporate goals and objectives.
Contributed to the preparation of corporate policies and procedures to enhance efficiency of sales operations.
Managed all sales and customer support functions of the business.
Managed all he relation with the banks and financial institutions in relation with the company.
Monitored the performance of daily work ensuring ethical behaviour and compliance with approved policies and procedures.
Provided guidance and support in resolving problems related to transactions handled by the company.
Evaluated sales methods utilized and counselled agents to improve professionalism, selling skills and product and wealth management knowledge.
Responsibilities
• Identify and reach out to HNWI customers; acquire several HNWI (High Net Worth Individual) customers by interpersonal networking skills and referring to database available.
• Transfer, build liability and AUM portfolio through network and database.
• Enhance customers’ total relationship balance (TRB) across liabilities and wealth management products and ensure that TRB is over the minimum level desired.
• Profile customers risk to identify suitable investment products that meet customer requirements and fulfill their current and future needs.
• Increase revenues through cross selling of banking and wealth management solutions.
• Provide exceptional service and prompt query resolution as SPOC and dedicated manager for priority banking customers.
• Ensure strict compliance with laid down processes and policies for sourcing business.
• Ensure commitments made to customers are met and that any commitment given is realistic; focus on providing a very high level of service, and making customer service the main differentiator viz.-a-viz. competition.
• Work alongside Wealth Management team members to expand existing client relationships; frequently interact with clients and coordinate strategies with team members to retain / acquire clients.
• Recognize problem, provide solutions and guide sensitive and difficult client situations to a mutually satisfactory solution.
• Guide less experienced relationship managers in improving client servicing skills.
Responsibilitiesu**
• Formulated annual and monthly objectives for leasing and sales aligned to the overall company objectives.
• Collaborated with the CEO for developing marketing and target client strategies of the company.
• Participated in defining long and short term corporate goals and objectives.
• Contributed to the preparation of corporate policies and procedures to enhance efficiency of sales operations.
• Managed all sales and customer support functions of the business covering both the head office and the branches.
• Monitored the performance of daily work at branches ensuring ethical behaviour and compliance with approved policies and procedures.
• Provided guidance and support in resolving problems related to transactions handled by the company.
• Evaluated sales methods utilized and counselled agents to improve professionalism, selling skills and product and financing knowledge.
Highlights u**
• Recruited sales force and established a new direct sales department.
• Repackaged and reprised the entire product range of the company to meet customer expectations.
Responsibilities u**
• Drove the sales of company’s products across the GCC region ensuring achievement of predefined targets.
• Established organization structure and budget of the department for efficient and effective functioning.
• Coordinated with dealers around the GCC and supported achievement of targets through various promotional campaigns.
• Prepared for and managed smooth rollout of new promotions and channels.
• Evaluated current promotions and packages offered by competitors and formulated effective counter strategies.
Designation Chronology
• Relationship Manager - International Department
• Institutional Sales Manager - Consumer Finance Department
• Territory Sales Manager - ME Sales Department
• Senior Retail Business Executive - ME Sales Department
• Retail Business Executive - ME Sales Department
Highlights u**
• As the Institutional Sales Manager, established a new Consumer Finance department.
Responsibilities - Relationship Manager (International Department)
• Managed and ensured smooth functioning of GCC desks at the bank branches supporting achievement of team targets.
• Collaborated with the asset management unit to evaluate risk attitude and offer suitable investment plans.
• Built a base of new customers for products like fixed deposits, mutual funds, real estate funds and brokerage accounts.
• Generated a customer database by building and leveraging relations with business development managers of leading hotels.
Responsibilities - Institutional Sales Manager (Consumer Finance Department)
• Established the customer finance department, conducted market surveys and collated feedback from existing and prospective customers on the potential of proposed products.
• Worked with the bank’s consultants, McKinsey and Company to develop financing procedures and identifying markets and products to be covered.
• Established budgets and team targets to achieve departmental objectives.
Responsibilities - Territory Manager (ME Sales Department)
• Set daily, weekly and monthly targets for the sales team and directed and controlled activities to achieve predefined goals.
• Managed relations with existing approved companies ensuring consistent customer satisfaction.
• Tracked competition in the markets, analyzed offers and promotions for effective feedback to the head office.
• Collaborated with the marketing department to ensure success of new offers and promotions.
• Ensured smooth workflow and prompt attention to customer requests in close coordination with the credit department.
• Prepared monthly and quarterly reports for higher management information.
• Conducted orientation and training programs for new staff.
Responsibilities - Senior Retail Business Executive (ME Sales Department)
• Reported to the Territory Manager and led a team in providing retail banking requirements.
• Led initiatives for business development including acquisition of new clients and companies.
• Ensured proactive and prompt solution of all customer complaints and issues.
• Serviced clients from reputed organizations like Shangri-La Hotel, IKEA, Marks and Spencer and Dubai Economic Department.
Responsibilities - Retail Business Executive (ME Sales Department)
• Managed a portfolio of customers ensuring achievement of monthly targets.
• Built relations with and generated business from assigned companies through regular visits.
• Identified and followed up efforts to acquire new customers and companies.
Responsibilitiesu**
• Coordinated with branches to gather and fulfill their requirements.
• Streamlined and managed the process of imports and exports.
• Prepared periodic sales reports for management information.
Designation Chronology
• Executive Manager - Head Office
• Sales Supervisor - Sales Department
Highlights u**
• Established a factory for manufacturing a wide range of upholstery products.
Responsibilities - Executive Manager (Head Office)
• Supervised sales and marketing departments ensuring achievement of sales, turnover, profit and market share targets.
• Worked with the top management and finalized annual sales targets and budgets.
• Directed and controlled all aspects of the administration and operations of the factory.
• As the first point of contact for prospective customers, led analysis of customer requirements and preparation of sales proposals.
• Tracked market trends and requirements and formulated strategies for business development.
Sales Supervisor - Sales Department
• Coordinated with showrooms ensuring availability of supplies to meet market demands.
• Implemented plans to develop and drive sales with existing and new customers including hotels and projects.
• Built and sustained business relationships with the company’s customer base.
• Conducted market research and analyzed data to provide inputs on new market opportunities.
• Prospected and identified new markets to increase the company’s reach and business volumes.
Responsibilities u**
• Supervised sales of various requirements for ready-made garment and carpet factories.
• Analyzed customer enquiries and prepared sales offers.
• Followed up for securing orders, ensuring on time deliveries, billing and collection of payments.
previous Assignmentu**
• 5 months, Trainee - Auditing Department, Magdy Hashish, Cairo Egypt
Professional Development Certifications • ICWM (International Certified Wealth Manager) CISI • CFA Candidate Level 1