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Bassam Mukadam, Account Manager

Bassam Mukadam

Account Manager·Canon Emirates

United Arab Emirates

Master's degree, Organizational Management

Work experience

Total years of experience: 14 years, 11 months

Account Manager

February 2017 - Present

Canon Emirates

Abu Dhabi, United Arab Emirates

February 2017 - Present

- Contacted prospective customers through creative sales strategies
- Performed extensive needs analysis, created proposals and presentations and performed
product demonstrations
- Created a sales plan for each account and closed the deal
Company industry:
Sales Outsourcing
Job role:
Sales

Financial Consultant

June 2016 - February 2017

Nasco Middle East

Dubai, United Arab Emirates

June 2016 - February 2017

- Developed clientele by networking and generating lists of prospective clients
- Assessed clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating client’s risk tolerance
- Developed financial strategies by guiding the client to establish financial goals; then matched those goals and the client’s situation with appropriate financial plans
- Monitored clients' financial situation by tracking changes in wealth and life circumstances; analyzed financial plan results; identified and evaluated new financial strategies as needed
- Assisted clients in service requests and claims registration
Company industry:
Insurance & TPA
Job role:
Accounting and Auditing

Sales and Service Officer

March 2015 - May 2016

Mashreq Bank

Abu Dhabi, United Arab Emirates

March 2015 - May 2016

-  Contributed to the efficient operation of the branch through the accurate and timely processing of customer service transactions
-  Promoted various banking products including personal loans and credit cards
- Opened new accounts, completed associated documentation and loaded into the banking
system as per bank policy and procedures
-  Ensured customer satisfaction by providing top-notch service
-  Developed and maintained relationships with new and existing clients in order to capitalize on opportunities to cross-sell bank products
-  Followed up on new leads to generate new business
Company industry:
Banking
Job role:
Accounting and Auditing

Credit & Relationship Representative

January 2013 - February 2015

BLOM Bank

Beirut, Lebanon

January 2013 - February 2015

- Did regular meetings with various SME potential clients
- Evaluated credit applications through a thorough financial and qualitative analysis
- Followed-up on renewal and completion of client credit file
- Ensured that all of the contracts are complete and legally correct
Company industry:
Banking
Job role:
Accounting and Auditing

Customer Service Officer

August 2012 - January 2013

BLOM Bank

Beirut, Lebanon

August 2012 - January 2013

- Opened and renewed client accounts
- Promoted bank products and services
- Processed personal loan, car loan and housing loan applications
Company industry:
Banking
Job role:
Customer Service and Call Center

Teller

July 2012 - August 2012

BLOM Bank

Beirut, Lebanon

July 2012 - August 2012

- Made deposits to customers and processed withdrawal transactions
- Cashed Checks
Company industry:
Banking
Job role:
Banking

Budget and Finance Assistant

November 2011 - February 2012

United Nations Economic and Social Commission for Western Asia

Beirut, Lebanon

November 2011 - February 2012

- Prepared expenditure reports
- Assisted in the financial closure of several projects
- Prepared the "Financial Resources of ESCWA" annual report
- Prepared the "Extra-Budgetary Resources" reports
Company industry:
Non-profit Organization
Job role:
Accounting and Auditing

Budget and Finance Intern

August 2011 - October 2011

United Nations Economic and Social Commission for Western Asia

Beirut, Lebanon

August 2011 - October 2011

- Prepared expenditure reports
- Assisted in the financial closure of several projects
- Prepared the "Financial Resources of ESCWA" annual report
- Prepared the "Extra-Budgetary Resources" reports
Company industry:
Non-profit Organization
Job role:
Accounting and Auditing

Paralegal Intern

September 2010 - October 2010

Law Office of Joseph Sanchez, Esq

United States

September 2010 - October 2010

- Met with clients and discussed their cases
- Handled billing
- Filed legal documents in court
Company industry:
Law Firm
Job role:
Legal

Audit Intern

August 2009 - August 2009

Sidani & Co

Beirut, Lebanon

August 2009 - August 2009

- Prepared trial balances for various companies
- Audited certain accounts in the financial statements of certain
industries including the banking sector
Company industry:
Accounting
Job role:
Accounting and Auditing

Teller and Customer Services Representative

July 2009 - July 2009

Bank Audi

Beirut, Lebanon

July 2009 - July 2009

- Assisted in making deposits to customers and withdrawals to clients
- Assisted in cashing checks
- Assisted in accounts opening for new clients
Company industry:
Banking
Job role:
Banking

Education

Université du Québec à Chicoutimi

April 2013

April 2013

Master's degree, Organizational Management

Canada

GPA (percentage): 88%

GPA (percentage): 88%

• Jan 2011 - Apr 2013 Université du Québec à Chicoutimi - Québec, Canada Master in Organizational Management - GPA: 4.12/4.30 Main Courses Taken: Management Consulting, Organization's Environment, Organizations' Strategies, Organizational Communication

American University of Beirut

June 2010

June 2010

Bachelor's degree, Finance

Lebanon

• Sept 2007 - June 2010 American University of Beirut (AACSB Accredited) - Beirut, Lebanon Bachelor of Business Administration Concentration: Finance Main Courses Taken: Accounting, Finance, Marketing, Management

Skills

Microsoft Excel
Expert
Microsoft Excel
Expert
Financial Operations
Expert
Financial Operations
Expert
Bank Accounting
Expert
Bank Accounting
Expert
Financial Accounting
Expert
Financial Accounting
Expert
Microsoft Office
Expert
Microsoft Office
Expert
BUDGET
Intermediate
BUDGET
Intermediate
CUSTOMER SERVICE
Expert
CUSTOMER SERVICE
Expert
Microsoft Office Excel
Intermediate
Microsoft Office Excel
Intermediate
FINANCE
Expert
FINANCE
Expert
Microsoft Office Word
Expert
Microsoft Office Word
Expert
Microsoft Office PowerPoint
Intermediate
Microsoft Office PowerPoint
Intermediate
Credit Analysis
Expert
Credit Analysis
Expert
Moody's Risk Analyst
Expert
Moody's Risk Analyst
Expert
Oracle Flexcube
Expert
Oracle Flexcube
Expert
CRM
Expert
CRM
Expert
Microsoft Excel
Expert
Microsoft Excel
Expert
Financial Operations
Expert
Financial Operations
Expert
Bank Accounting
Expert
Bank Accounting
Expert
Financial Accounting
Expert
Financial Accounting
Expert
Microsoft Office
Expert
Microsoft Office
Expert

Languages

Arabic

Expert

English

Expert

Memberships

BLOM Bank

Guitarist at BLOM Bank Band

August 2013

Training and Certifications

Certifications
CII Award in Financial Planning
Nov 2016
International Introduction to Securities and Investment (CISI)
May 2014
Customer Service Operations Certificate
BLOM Bank
Nov 2012 - Nov 2012
Teller Operations Certificate
BLOM Bank
Jul 2012 - Jul 2012
Credit and Relationship Management Certificate
Six Sigma
Jun 2013 - Jul 2013
Recording Engineering and Music Production Certificate
Audio Institute of America
Apr 2011 - Sep 2011