Ali Al Yousef

Identify events stakeholders.
Develop finance track’s events project charters.
Define event operational scope and collected event requirements from event owner.
Define service level agreement with event owner.
Create project timeline.
Develop and manage processes and procedures.
Define operational activities required for the execution phase.
Define human resources needed from operation department to execute the event.
Define event location and preferred hotels.
Define suitable culture activity for event participants.
Develop team structure.
Define event communication plan.
Estimate events cost and send requests for proposals (RFPs) to vendors.
Write event schedule.
Collect special events requirements from speakers or participants and adjust business requirements accordingly.
Map participants journey and provide services throughout this journey.
Monitor quality of event delivery.
Measure stakeholders satisfaction rate by sending feedback surveys.
Send final quotations to procurements.
Send event charter report to senior operations manager and close event.

Create sales strategy plan that aligns with Bupa’s overall strategy.
Interview account managers candidates.
Set team’s objectives.
Monitor account managers sales activities through CRM system.
Provide team coaching and mentoring sessions related to sales techniques and insurance sector updates.
Assign team’s training plan.
Negotiate final quotation prices with prospects.
Review teams key performance indicators periodically.
Alert management with insurance market new trends and competition sales techniques.
Monitor sales quality.
Resolve clients complaints.
Analyze sales numbers.
Project future sales.
Determine discount rate plan.

Identify ministry’s projects by meeting with assigned points of contact from all departments.
Select suitable projects’ update to be published on the website and internal news letter by following the set communication plan identified by the department general manager.
Align with vision realization office for selected projects’ update.
Submit approved updates to content team.
Receive external “meeting request” from private sectors addressed to H.E.
Assess “meeting request” and send feedback and recommendation to H.E’s office.
Receive event requests.
Collect events requirements.
Archive documents on departments data base.
Write RFPs drafts.
Follow up with procurement department.
Manage event site.
Monitor vendor during event execution.
Ensure quality of content delivered.

Test “off premise” affluent account opening.
Log issues in quality control (QC) system.
Re-test issues after resolved by IT.
Report test results to product manager.
Define prospects through customer relationship management system (CRM).
Conduct client field visits.
Introduce the bank products and services.
Preform bank account opening.
Support client.
Log sales activities in CRM.

Test new product in testing environment.
Log issues in QC system.
Re-test issues.
Report results to product development manager.
Draft product change request (CR) documents.
Monitor customers complaints sent by complaints departments via CRM.
Write the Arabic version of products and services handbook.
Communicate products and features hand book with internal teams.
Conduct competition analysis.
Visit competitors branches, website, and open retail accounts to report their products and services offerings.
Review market rates and report to product manager.
Offer ways of product enhancements.
Involve in product enhancements projects.