أيمن شاعر, Relationship Manager

أيمن شاعر

Relationship Manager

Rak Bank

البلد
الإمارات العربية المتحدة - الفجيرة
التعليم
بكالوريوس, Business Administration Management Information System
الخبرات
18 years, 7 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :18 years, 7 أشهر

Relationship Manager في Rak Bank
  • الإمارات العربية المتحدة - دبي
  • أشغل هذه الوظيفة منذ يوليو 2013

- Insuring the maximum profitability from the portfolio AUM
- Servicing SME book related to the bank’s HNWI portfolio.
- Sourcing SIPs, Bonds, SUKUK, Mutual Funds and Structured notes by active acquisition and relationship management.
- Conducting local and global markets researches and evaluations
- Monitoring performance of portfolios in order to determine how to better focus sales approach/efforts and achieve increased sales
- Coaching and day to day close engagement with team members to assure achieving sales targets
- Managing the Islamic banking portfolio (HNWI, SME) and all related Shariah compliant processes
- Managing high profile clients accounts
- Handling complains and ensuring satisfaction of the bank's VIP and VVIP clients
- Offering privilege banking packages to qualified clients
- (Private Banking Relationship) 'Conventional and Shariah compliant banking'
- Managing all Priority banking accounts related processes
- (Credit facilities, Term Deposits and Investments products)
- Planned and prepared yearly budgets
- Recruited new professionals to add to the team

Relationship Manager في United Arab Bank
  • الإمارات العربية المتحدة - دبي
  • يونيو 2010 إلى يونيو 2013

- Introduced investments products (life insurance, saving plans, bonds) to the bank
- Recruiting sales teams and assigning sales target quotas
- Developing sales plans and strategies for the unit, providing feedback on weekly basis of the progress of sales and evaluating the strategy implemented
- Developing and implementing tailored services/products to the needs of UHNWI clients
- Presenting the bank in business events and ceremonies
- Developing brand marketing plans and strategies
- Managing high profile clients accounts
- Handling complains and ensuring satisfaction of the bank's VIP clients
- Offering privilege banking packages to qualified clients
- (Private Banking Relationship) 'Conventional and Shariah compliant banking'
- Managing all Priority banking accounts related processes
- (Credit facilities, Term Deposits and Investments)
- Insuring the maximum profitability from the portfolio AUM

Premier Relationship Manager في Hsbc - United Arab Emirates
  • الإمارات العربية المتحدة - دبي
  • أكتوبر 2007 إلى يونيو 2010

- Managing high profile clients accounts
- Handling complains and ensuring satisfaction of my clients
- Identifying new business sources
- Maintaining Business Relations between the Bank and its important clients
- Offering privilege banking packages to qualified clients
(Status Banking Relationship)
- Managing all accounts related processes
(Credit facilities, Term Deposits and Investments)
- Conducted market research to learn about trends

Sales And Service Officer في Hsbc - United Arab Emirates
  • الإمارات العربية المتحدة - دبي
  • أكتوبر 2005 إلى أكتوبر 2007

- Working with High targets and difficult market Segments
- Multi Products (Accounts, Loans, Credit Card, Insurance Products, and Wealth Management Products)
- Offering need based financial solutions
- Managing Area Targets
- Offering Islamic Banking Solutions and Products (Shariah-compliant Banking Products) AMANAH

Sales And Service Officer في Hsbc - United Arab Emirates
  • الإمارات العربية المتحدة - دبي
  • أكتوبر 2005 إلى أكتوبر 2007

- Working with High targets and difficult market Segments
- Multi Products (Accounts, Loans, Credit Card, Insurance Products, and Wealth Management Products)
- Offering need based financial solutions
- Managing Area Targets
- Offering Islamic Banking Solutions and Products (Shariah-compliant Banking Products) AMANAH

الخلفية التعليمية

بكالوريوس, Business Administration Management Information System
  • في American University of Culture and Education (AUCE)
  • فبراير 2006

in

Specialties & Skills

Investment Banking
Deposits
Administration
Wealth Management
BANKING
FINANCIAL
INSURANCE
MANAGEMENT
MARKETING
APPROACH
BUDGETING

اللغات

الانجليزية
متمرّس
العربية
متمرّس

التدريب و الشهادات

• HUB/ HFE/ Falcon System/ FFINACLE Core (الشهادة)
• Advanced UHNWI/HNWI Relationship Management (الشهادة)
Life insurance and invest for life (تدريب)
معهد التدريب:
Zurich International
Life insurance marketing and sales (تدريب)
معهد التدريب:
ALICO
Life insurance marketing and sales (تدريب)
معهد التدريب:
ALICO
Taxation and compliance (الشهادة)
Advanced anti-fraud and financial crimes (الشهادة)
AML (الشهادة)
CISI (الشهادة)
ICWM (الشهادة)

الهوايات

  • Hiking-Shooting