Finance Executive
National Refinery Limited
Total years of experience :6 years, 7 Months
• Portfolio Management Cross sell and maintaining customer relationship.
• Promoted all financial products by maintaining excellent service offering knowledge.
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Deepening relationship with new and existing clients
• Achieved consistent recognition as top sales performer.
• Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Investment of bank deposits in the bank’s diversified investment plan
• Opened, closed and updated accounts for customers.
• Performed loan servicing functions to check compliance with applicable terms and conditions.
• Manage and lead the team of personal bankers to maximize bank’s profitability
• Lead personal Banker’s to achieve bank’s short term goals and objectives
• Liaised with risk management, internal audit and employee services departments to direct compliance issues to appropriate channels for investigation and resolution
• Post in SAP Import & Local Crude oil payments along with other FTT payments.
• Process ARAMCO and ADNOC payments.
• Ensure timely establishment of SBLC’s and arrange acceptance from ARAMCO & ADNOC through concern department.
• Process all exports of the bitumen, Naphtha and base oil products.
• Allocate banks for export LC issuance.
• Maintain daily Treasury Report, Cash Position Fund Transfer Letters Placement Letters and Guarantee Letters.
• Process all foreign electronic payments along with Director and Conference fees.
• Process Local Crude Oil Payments.
• Maintain both Import and Local crude oil payments schedule
• Prepare Stock report payment on monthly basis.
• Calculate overnight profits of all banks to manage funds accordingly.
• Opened, closed and updated accounts for customers.
• Perform Bank Analysis.
• Prepare payments for SSGC and tax payment of the company
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Promoted all financial products by maintaining excellent service offering knowledge.
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Conducted detailed financial reviews for business clients to sell appropriate products to fit client’s needs.
• Achieved consistent recognition as top sales performer.
• Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
• Opened, closed and updated accounts for customers.
• Managed portfolio of accounts and monitored for issues in need of attention.
• Performed loan servicing functions to check compliance with applicable terms and conditions.
• Forecasting and analyzing Customers' repayment capacity and their Risk Management.
• Financing of Banks' product as per the Approved Credit Policy.
• Gathered financial information, prepared documents, and closed books.
• Evaluated and improved accuracy and completeness of financial records.
• Reconciled accounts and reviewed expense data, net worth and assets.
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
• Prepared documents, reports and presentations for executive.
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