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Ahmed elshayeb, Financial Advisor

Ahmed elshayeb

Financial Advisor·Al sagr National Insurance Company

United Arab Emirates

Bachelor's degree, Accounting and finance

Work experience

Total years of experience: 8 years, 5 months

Financial Advisor

October 2016 - May 2017

Al sagr National Insurance Company

Dubai, United Arab Emirates

October 2016 - May 2017

esponsible to providing end to end solutions in
• Property insurance.
• Engineering insurance - liability insurance - CAR insurance .
• Marine cargo insurance - Marine Hull insurance .
• Motor insurance.
• Health insurance - life Insurance.
• Travel insurance And Miscellaneous insurance.

Company industry:
Insurance & TPA
Job role:
Finance and Investment

Relationship manager

December 2015 - September 2016

Emirates Islamic bank

Dubai, United Arab Emirates

December 2015 - September 2016

•Possess comprehensive understanding of diverse facets of financial planning, including investments, banking, real estate and succession planning, executive compensation, and credit solutions.
•Skilled communicator adept at building strong rapport with both coworkers and clientele, including Attorneys, Personal Financial Advisors, Accountants, Trust Officers, Bankers, and Investment Specialists.
•Excellent understanding and exceptional background working with clients, families, and their advisors to examine objectives, determine risk threshold, and provide
•proper solutions.

Company industry:
Banking
Job role:
Finance and Investment

Relationship officer

December 2014 - December 2015

Dubai Islamic bank

Dubai, United Arab Emirates

December 2014 - December 2015

•Responsible for Bancatakaful budgetary and sales targets from the Mass Affluent client Base of the Bank. Bancatakaful portfolio includes plans from FWU, Noor Takaful, Aman Insurance (Shariah Compliant) and Salama (Shariah Complaint).

• Responsible for prospecting the clients through relationship management mechanism and approaching them for a complete consumer banking solutions.

• Responsible for the budgetary sales of CASA, Fixed deposits.

• Providing the clients with a tailor made financial solutions so as to achieve their financial goals about their future through certified financial planning techniques.

• Responsible for the after sales service process including providing timely valuation reports, reinstatements, withdrawals etc.

Company industry:
Banking
Job role:
Finance and Investment

Relationship officer

November 2012 - December 2014

Abu Dhabi islamic bank

Abu Dhabi, United Arab Emirates

November 2012 - December 2014

• Sell and promote multiple banking products (Personal Loan, Auto Loan, Mortgage and credit card).
• Enhance marketing to recognize prospective clients for generating business.
• Assist in setting up various corporate promotions.
• Set up appointments and secure corporate counters for corporate sales.
• Provide customer service and ensure timely response to customer requests or complaints.
• Ensure work conforms to the compliance guidelines set out.
• Dealt with customer service issues. Managed client relations to promote long-term relationships.

Company industry:
Banking
Job role:
Accounting and Auditing

Supervisor Customer Services

April 2011 - June 2012

El- Masriya Co. for Car Services and Trade

Egypt

April 2011 - June 2012

• Responsibility of customer service and sales department.
•Responsible for purchasing goods for the car care center.
•Payroll Accounting (Temporary workers).
•Present and sell company products and services to current and potential clients.
•Prepare action plans and schedules to identify specific targets and to project.
•Follow-up for collection of payment.
*Assist in the implementation of company marketing plans as needed

Company industry:
Automotive Dealership & Distributor
Job role:
Management

Assistant Accountant

June 2006 - December 2008

El Motawakel Co. for Trade and Importing woods

Alexandria, Egypt

June 2006 - December 2008

El motawakel co. at • I have managed to get summer Volunteer at El Motawakel Co. for Trade from
summers 2006-2007-2008.
June 2006 - October 2008 (2 years 5 months)
I have managed to get summer Volunteer at El Moutawakel Co.

Company industry:
Retail & Wholesale
Job role:
Accounting and Auditing

Education

Faculty of commerce

May 2009

May 2009

Bachelor's degree, Accounting and finance

Egypt

Tanta university

May 2009

May 2009

Bachelor's degree, Accounting

Egypt

Tanta university

May 2009

May 2009

Bachelor's degree, Accounting

Egypt

Tanta university

May 2009

May 2009

Bachelor's degree, Accounting

Egypt

Skills

Sales Skills Training
Expert
Sales Skills Training
Expert
Customer Service
Expert
Customer Service
Expert
Accounting
Expert
Accounting
Expert
Team Leadership
Expert
Team Leadership
Expert
Ability of good communication skills. 2. Moderate level of leadership skills. 3. A good level of t
Expert
Ability of good communication skills. 2. Moderate level of leadership skills. 3. A good level of t
Expert
Sales Skills Training
Expert
Sales Skills Training
Expert
Customer Service
Expert
Customer Service
Expert
Accounting
Expert
Accounting
Expert
Team Leadership
Expert
Team Leadership
Expert

Languages

English
Expert