Ayman Al Qatawi

 Hand-selected to manage a portfolio of 100 USD AUM, and 200 Million AED Liability.
 Instrumental in managing and targeting UHNWI, HNWI clients, & family offices clients with minimum balance 1.5 Million USD
 Highest RM Participation in the bank in SALIK & EMPOWER IPO’s.
Key Responsibilities

 Augmenting sales of the various Islamic Investment products offered by wealth management for existing & new clients i.e.
SUKUK, Share Finance, Mutual Funds, IPOs for local shares in DFM & ADX, Structured Notes, Home Finance.
 Acting as a strategic advisor to clients, analysing various investment opportunities in all asset classes which fit with each
client risk profile (Revenue VS Risk).
 Managing allocated portfolio on behalf of clients and the Bank to achieve the set objectives of preserving and growing
wealth as well as constantly beating the benchmark.

OCS is a boutique investment Bank in DIFC regulated by DFSA, provides investments services including advising, arranging, trading, and asset management with a personal and bespoke approach, to a diverse client base across local and international markets.
Accomplishments
 Hand-selected to manage a portfolio of 150 USD AUM, and 50 Million USD Liability.
 Instrumental in managing and targeting UHNWI, HNWI clients, & family offices clients with minimum balance 1 Million USD.
Key Responsibilities
 Key member of the team who significantly contributed towards the setup of the Bank at DIFC-Dubai office.
 Managing client’s portfolio on behalf of client & the bank in order to achieve client’s financial goals as well as the bank

Accomplishments

 Hand-selected to manage a portfolio of 150 Million USD AUM, and 450 Million AED Liability.
 Instrumental in managing and targeting HNWI & corporate clients with minimum balance 500K USD.
 Functioned as Noor’s ambassador, nurtured the bank’s profile in the local business and wider community.
 Best Debut SRM in Q3 2018, Highest Lability Growth in Year 2018, and year 2019.
 One of the Top 5 SRM’s in Q3 2018, Q 3 2019.

Key Responsibilities

 Augmenting sales of the various Islamic Investment products offered by wealth management for existing & new clients i.e. SUKUK, Share Finance, Mutual Funds, FMP, IPOs, Structured Notes, Banc Takaful, Home Finance.
 Comprehending customer needs and constructing tailored financial solutions for clients, to ensure that clients evolving financial and life goals are met.
 Acting as a strategic advisor to clients, analysing various investment opportunities including regular saving plans, SUKUK, mutual funds, Corporate & Personal Insurance. Establishing and maintaining HNWI relationships, ensuring that the offers presented to clients are tailored to their specific financial goals.
 Managing allocated portfolio on behalf of clients and the Bank to achieve the set objectives of preserving and growing wealth as well as constantly beating the benchmark. Constantly analyzing, monitoring, studying the market sentiment to facilitate precautionary measures for a forecasted market crash.

Accomplishments

 Hand-selected to manage a portfolio of 1.4 Billion AED liability.
 Instrumental in managing and targeting corporate clients with minimum balance 1 Million USD.
 Functioned as DIB’s ambassador, nurtured the bank’s profile in the local business and wider community.
 Highest RM’s Revenue in 2016, and 2017,
 Highest Lability growth in Year’s 2015, 2016, 2017, and Q1& Q2 in 2018.
Key Responsibilities

 Acting as primary contact for a designated group of Large/ Sensitive Corporate clients with a view to achieving overall revenue growth, increasing the size of portfolio, in terms of clients, deposits & to generate fee income through the sale of investment & cash Management products.
 Ensuring that the bank corporate clients receive exceptional service throughout the life of financing transactions, in accord with all relevant internal and regulatory processes, guidelines and standards.
 Driving cash liabilities and revenue (float income and transaction fees), augmenting number of deals closed/number of products sold, transaction throughput/volume.
 Acquiring new clients for the bank, cross selling and engaging in client satisfaction programs, nurturing engagement with RMs/Cash Management team for generating additional liabilities, revenue, transaction volume & value.

Joined the organization as ARM- Business Banking (SME), moved on upward career trajectories, to merit promotion to the position of Customers Services Manager
Designation Chronology

 Jan 2011 - Feb 2012: Customers Services Manager
 Jun 2008 - Jan 2011: ARM- Business Banking (SME)
Accomplishments

 Played a pivotal role in maintaining customer satisfaction and loyalty for a large portfolio. Efficaciously maintained high standards and attained zero customer complaint record.
 Continually endeavoured to improve the operating effectiveness, proffered strategic rrecommendations/ workflow changes leading to process improvements to the Branch Manager.
Key Responsibilities

 Promoted delivery of quality services that supports and reflects ADIB’s mission, vision, and core values. Facilitated maintenance of operational controls & continuous improvement in financial services and operational service efficiency.
 Provided high level of individualized, comprehensive financial services and investment strategies to achieve financial objectives for clients.
 Handled inquiries related to deposit accounts for HNWI opening and closing of deposit accounts, ensured proper completion of forms in compliance with KYC policies and CB instructions.
 Functioned as a resource to empower branch team to leverage client relationships to maximum extent possible to obtain a competitive position in the industry. Enabled them to enhance sales productivity and cross selling of other products specially for HNWI.

Accomplishments
• Significantly contributed towards the setup of the first Islamic Banking Branch (Badr Al Islami) of Mashreq Bank.
• Key Member of the Team, in charge of testing new systems, efficaciously coordinated and secured final approval from each department.
• Part of team that designed the web site, gathered information about Islamic Banking, illustrated the product features, and the documents required for each product.

Key Responsibilities
• Established roadmap for world-class quality service delivery, evangelized customer experience for SME Customers. Endeavoured to exceed customer’s expectations, by delivering an unbiased, competent & timely & problem free service.
• Formulated strategic plans geared towards the expansion, development and consolidation of sales in line with bank’s objectives. Promoted/ sold/ cross-sold all assets and liabilities products of Bank.
• End to End ownership of Complaint Management, established and implemented complaint reduction actions plans & handling it till final resolution.
• Provided constructive feedback on improvement of: products, service, processes, resulting in reducing cycle time or costs whist enhancing customer’s satisfaction.

Designation Chronology:
• May 2005 - Dec 2005: Senior Relationship Officer
• Jan 2005 - May 2005: Relationship Officer
• Apr 2004 - Jan 2005: Commercial Officer
• Feb 2002 - Apr 2004: Back Office Teller, And Documents Auditor
• Jan 2000 - Feb 2002: Comprehensive Teller

Accomplishments
• Superintended a team of 5- two Tellers, two R.R. O’s, & one Customer Service Representative.
• Served as Authorized signatory on behalf of all bank branches in Jordan, (B) Signature.
• Discussed/ evaluated all loans application with the Branch Manager, before forwarding to retail credit management.
• Maintained tight control on all branch sundry & suspense & income accounts & generated/ reported monthly statements to branch operations.