Relationship Officer
Dunia Finance LLC
Total years of experience :12 years, 10 Months
• Responsible for driving business objective for the Affluent segment in UAE for Dunia Finanace LLC across the assets and liabilities.
• Responsible for managing key corporate deposits relationships through various modes of marketing and sales strategies and taking over Labour Guarantees
• To develop and maintain relationships with Senior Management and decision makers at key corporate and institutional clients.
• Dunia offers corporate deposits to enterprises and I am responsible for acquisition of liabilities and delivering overall liabilities targets for the company.
• To ensure high level of differentiated service to Affluent customers.
Hexaurum Consultants is an independent wealth advisory company specialized in managing clients portfolios in FOREX trading on profit sharing basis.
Job Responsibilities
• Responsible for opening FOREX and Commodity Trading accounts on major platforms like Meta Trader 4 and Web Trader.
• Provided Investment solutions to clients by diversifying their portfolio in currencies and commodities.
• Formulated new business strategies and make presentations.
• Handled documentation including contracts with the clients.
• Responsible for meeting high net worth clients and giving presentations on our company offers and trading & Investment opportunities.
• Organized large scale investor seminars and client meetings.
• Generating and compiling reports based on findings; with causes & solutions to systems issues
• Maintaining high discipline and breaking adherence, coordinating with team members and managers for cross innovative suggestions; spearheading entire brokerage operations
• Developing and implementing the short and long range goals, objectives, policies and procedures
• Implementing all relative value risk positions for commodity and Forex market and establishing control over Equities, Mutual Funds, Insurance and Sip purchase and selling process
• Formulating Trading Game plan and assigning commodity for short term trading and preparing profit and loss reports for internal use
• Driving customer relationships and implementing successful account penetration strategies
Studied Maths, Physics and chemistry.