Alaa Abdallah

• Drive client acquisition through proactive outreach and targeted engagement to generate
qualified meetings for Financial Planners
• Manage and support a network of ~20 Financial Planners serving high-net-worth clients
($150K-$3M+ portfolios)
• Use Salesforce CRM to track client interactions, manage pipelines, and identify
conversion opportunities across the client journey
• Analyze client profiles and financial data to match prospects with appropriate advisors
and improve engagement outcomes
• Act as a key connector between clients and advisors, increasing booking rates and
supporting end-to-end sales conversion
• Support marketing initiatives across LinkedIn, internal platforms, brochures, and
client-facing materials to enhance visibility and acquisition efforts
• Assist in client events and targeted engagement sessions that generate new business
opportunities for advisors
• Recognized for strong performance in meeting generation and consistent contribution to
advisor pipeline growth

• Exceeded 2024 target by 220%, surpassing all key performance metrics.
• Provide tailored financial solutions to small businesses, driving cross-selling
opportunities.
• Coach and mentor team members to enhance performance and sales effectiveness.
• Analyze client profiles and prepare contracts using multiple banking systems.
• Recognized as Epic Winner for Q3 & Q4 2023, achieving 300% of the target.
• Led team huddles and supported members via live chat and CRM tools.
• Increased customer portfolio through strong relationship management and
consultative sales.

• Developed a market entry strategy for Japan, analyzing financial, cultural, and
environmental factors.
• Conducted market research on site, prepared business reports, Analyze
balance sheets, feasibility studies, and marketing strategies.

• Exceeded 2024 target by 220%, surpassing all key performance metrics.
• Provide tailored financial solutions to small businesses, driving cross-selling
opportunities.
• Coach and mentor team members to enhance performance and sales effectiveness.
• Analyze client profiles and prepare contracts using multiple banking systems.
• Recognized as Epic Winner for Q3 & Q4 2023, achieving 300% of the target.
• Managed team huddles via live chat and CRM tools.
• Increased customer portfolio through strong relationship management and
consultative sales.

• Lead a team for outbound calls and achieved 140% of the last Q4 2022 targets in all
key metrics.
• Delivered trusted financial advice to small business clients on banking products.
• Specialized in handling inquiries on loans, credit cards, digital
banking, transfers, and wires.
• Worked with digital banking systems, Temenos T24, Pega, and payment gateways.

• Managed operations across 12 countries in Africa, Europe, and the Middle East.
• Provided financial technology solutions (software & applications) to banks and
financial institutions.
• Increased sales revenue by 180% in 2017 and 140% in 2018 through strategic client
acquisition.
• Led contract negotiations, payment procedures, and monthly performance analysis.
• Recruited, trained, and managed a high-performing team to support business
growth.

• Managed operations across 22 countries in Africa, Europe, GCC and the Middle East
with strategic partnerships and market expansion.
• Provided financial technology solutions (software & applications) to banks,
financial institutions and businesses from different sectors
• Increased sales revenue by 180% in 2017 and 200% in 2018 through strategic client
acquisition.
• Led contract negotiations, payment procedures, and monthly performance analysis.
• Recruited, trained, and managed a high-performing team to
support business growth.
• Directed digital advertising campaigns across target markets to promote
software products and boost client acquisition. Used Google Ads, LinkedIn Ads,
and regional fintech platforms for outreach.

• Developed a market entry strategy for Japan, analyzing financial, cultural, and
environmental factors.
• Conducted market research, prepared business reports, and implemented digital
marketing strategies.
• Analyzed balance sheets, profit & loss statements, and financial forecasts.

• Managed customer accounts, credit cards, loans, deposits, and wire transfers.
• Advised clients on financial products, policies, and investment opportunities.
• Delivered exceptional customer service by resolving inquiries and account-related
issues.

• Conducted market research and financial analysis for commercial and residential
assets.
• Built financial models and forecasts to support property acquisitions, dispositions, and
portfolio optimization.
• Coordinated with leasing, property management, and investment teams to ensure
smooth operations.