Christopher Esai

Manage a portfolio of 600 Priority and High-Net-Worth (HNW) clients with total Assets
Under Management (AUM) exceeding USD 45 Million.
Deliver comprehensive wealth management solutions across investments, insurance,
structured products, deposits, and lending solutions.
Provide tailored financial planning and investment advisory services aligned with clients
financial goals and risk appetite.
Identify opportunities for cross-selling banking products including mortgages, personal
loans, credit cards, and insurance solutions.
Conduct regular portfolio reviews and market updates to optimize investment
performance and enhance client engagement.
Ensure compliance with regulatory requirements, KYC, AML, and internal risk
management policies.
Maintain high levels of client satisfaction, retention, and referral generation through
exceptional relationship management.
Drive portfolio growth through proactive relationship management, client acquisition,
and wallet-share expansion strategies.

Managed 600+ client relationships with total AUM exceeding USD 30 Million.
Achieved 30% growth in assets under management through proactive portfolio reviews
and investment recommendations.
Cross-sold investment products, insurance, loans and credit cards, contributing
significantly to branch revenue.
Delivered customized wealth management solutions to HNI and affluent customers.
Maintained strong compliance standards across KYC, AML and regulatory requirements.
Earned Best Performer recognition multiple times for exceeding business targets.

Roles and Responsibilities: Providing options to clients to invest in the growing and established markets. This helps to raise monetary gains to the bank.
 Support the investment solutions team on various capital raising related opportunities such as attending client presentations and fund raising meetings.
 Manage tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts
 Lead procurement on all aspects of acquisition financing including investment agreement negotiations and management of investment documents
 Investigated and selected all investment products - ranging from mutual funds and third party managers to ETFs and structured products.
 Developed a long term directional overlay for the in-house management in client assets.
 Utilized proprietary trading strategies to lessen impact of market volatility on client portfolios.
 Designed multi-factor model to identify likely drawdown periods.
 Utilized proprietary trading strategies to lessen impact of market volatility on client portfolios
 Structured deals including pricing, portfolio composition, leverage, and earn-outs.
 Coordinated and conducted preparation of client presentations, Budgeting, Market data and problem solving.

Roles and Responsibilities: Assisting the Sales Director and CFO in strategy and development for promoting Shift Forex products. Educate prospective clients on regulatory licensing, payment systems, trading platform optimization, liquidity sourcing, lead generation strategies, and website/logo design.

Responsible for Business Expansion in GCC countries.
Creation of strategic marketing plan for these Markets.
Building and developing relationships with New and existing clients.
 Manage the database of contacts across the UAE & utilize to maximize sales.
 Manage and develop partnerships with IBs (Introducing Brokers) that represent a real pool for bringing new clients.
 Provide periodic reports on sales data, sales development, customer feedback and competition.
 Build market, industry and competitive landscape understanding for UAE and GCC region

Led acquisition and development of retail and corporate forex clients.
Worked closely with leadership to expand market penetration and increase trading
volumes.
Delivered strategic advisory on licensing, liquidity sourcing and trading infrastructure.

Roles and Responsibilities: This job involves providing corporate clients with tailored foreign exchange solutions and strategies. We work with clients to minimise their risks of foreign exchange markets negatively affecting their bottom line, as well as helping them improve their positions if markets are favourable.
To actively market in FX Spot, FX promise and derivatives to customers and enhance the business turnover and profitability.
We achieve this by delivering payment solutions, hedging strategies and assisting clients with the timing and execution of their foreign exchange trades using a wide range of foreign exchange tools including;
 Spot Foreign Exchange, Market Orders and Forward Contracts
 FX Options (via our fully owned subsidiary Corporate FX+) and GRP Online - trading and international payment platform.
 Quote prices and execute trades for global client base and internal traders.
 Develop strategic alliances with new and exsisting clients to acquire their business.
 Counsel high net worth individuals and corporate clients with regards to market new, market liquidity, as well as technical and fundamental market analysis.
 Responsible for monthly reconciliation of client accounts with multiple global custodians.
 Perform regular analyses on strategies and models, tweaking as required.
 Proven ability to maximize sales opportunities by creating professional sales script and building rapport with potential new and also existing customers.
 Responsible for monitoring sales levels and patterns on a weekly and monthly basis to identify and predict any potential problems.

 Manage existing relationships and work on developing and maintaining highly personalized lasting relationships with clients and potential clients.
 Execution of clients’ orders for international currencies and commodities.
 Monitoring and checking instruments prices on major international financial exchanges.
 Assist clients to better understand realize the importance of investment and future saving and better management of their finances.
 Ensure quality of the sales lead management with high quality customer orientation with clients.
 Accountable for achievement of performance objectives such as customer experience and satisfaction and Portfolio & Sales management.
 Prospect and target new acquisitions by understanding the need and offering the various saving and investment options.
 Ensure compliance with internal regulations and processes.
 Pursue of self development to increase personal effectiveness, acknowledgeing strengths and areas for development.
 Ensure excellent understanding of the products range and features to be able to ensure quality of the sales pitch.
 Staying up-to-date with financial news related to the products including different currencies.

Managed affluent and retail banking relationships.
Advised clients on investments, savings and treasury products.
Collaborated with treasury teams to execute FX and commodity transactions.

Roles and Responsibilities: Working as a Financial Service Advisor and an Email expert for an Inbound process. This job involves helping customers with their credit card related questions and making their experiences Easy. Also, was a part of the sales team to make calls to customers to sell different bank and insurance product. The Job invoved upselling the customer, by creating a requirement thereby generating business volume and increase Sales. It helps in representing the bank with existing customers; build contact and offer customer satisfaction.

Additional Responsibilities:
 Was a part of the sales team for 3 years and; sold products to customers by making and reciveing calls.
 Helping Peers with any Process related Queries and preparing Team reports.
 Worked in groups and helped the team achieve its sales target.
 Did Side by side with Peers to enhance their Customer Experience.
 Also worked on Kana Application for abuse mails.
 Identify Opportunities in the team; and also working with the team and manager towards a concrete plan for better solution; and in the profit of the company.
 Timely production of quarterly metrics and reports.

 Assist in the Automation of Risk Management data requirements.
 Analysis of current and past trends in relevance to key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures;
 Deliver detailed financial and management reports in a timely and accurate manner.

Achievements:
 Won Appreciation for Good Calls and Good Customer Service Scores.
 Was a performer in sales and has helped achiveing to meet the organistions goals.
 Won an award for the Best Score card for April 2012 and March 2013.
 Won Ace (Attitude creates excellence) awards in the team.
 First in the Team to win COE and Nominated best call of the day.
 Won 2 awards for the Best Runner up Team in year 2011 and 2012.
 Won 2 awards for the Best Team in year 2013 and 2014.
 Maintained best quality scores and a performer to help Team achieve its goals

Managed financial servicing for U.S.-based corporate and private clients.
Supported risk management reporting and process improvement initiatives.
Contributed to customer satisfaction, audit compliance and operational excellence.

Worked as an Expert handling escalated calls/issues, making junior level underwriting decisions by verifying documents, conducting trainings for new hires to be an expert. Also managed the service level for the department and Break management. Even, helped the department to meet its service level goals.
 Ensures timely warning is given regarding the weaknesses in the operation of facility/loan account
 Ensures that all kinds of advances are being made in line with Bank’s Lending Policy.
 Ensures that terms and conditions of Credit Approvals have been met prior to release of credit facilities.

 Regularly following-up with business units to ensure timely receipt of loan repayments and documentation.

 Designed reports, generation methodology and processes.
 Forecast losses and track performance across products on a monthly basis.

Worked as a Sales Representative - process WEST. Selling of Huge no of Products in US through Inbound Servicing. Processing Applications for Chase Cards. Helping Peers in the team with Process related Queries.

Worked as an Active member of the help desk process for AT & T(E-Funds Client).The job involved registering the customers and to handle complaints regarding the product, was a part of the pilot batch.