Authorized Financial Advisor
Nexus Insurance Brokers LLC
Total years of experience :4 years, 5 Months
Nexus Insurance Brokers LLC February 2013-Present Authorized Financial Advisor Dubai, UAE
• Build and maintain client bases
• Interview clients to determine all the information needed to develop a financial plan
• Assisting clients in selecting the best strategies for growing and preserving their family's assets
BMCI, BNP Paribas May 2012-October 2012
Junior Relationship Manager Casablanca, Morocco
• Managed a lending portfolio consisting of 120 major relationships (Including real estate, Contracting, Textile, Building Materials, Medicare, Automotive, etc )
• Strengthened the existing portfolio and developed new relationships to meet budgeted revenue within acceptable risk parameters
• Managed the entire credit process of the portfolio starting from preparation of credit proposals to completion of documentation and timely disbursement
• Monitored clients accounts through regular calls, site visits, stock inspections, and checking of transactions
• Identified any events that escalate risk, and took measures for early rectification of such events
• Cross-selling of products like Internet Banking solutions, payments and cash management solutions, personal financial services (retail), etc
BMCI, BNP Paribas May 2010-April 2012
Credit Analyst, Corporate Banking
Fes, Morocco
• Managed a diversified portfolio and identified new business opportunities
• Analyzed and interpreted financial information obtained from clients to determine strategies for meeting clients' financial objectives
• Conducted spreading of company's financial statements and industry analysis of corporate/commercial customers and analyzed in a comprehensive write-up to assess the financial risks
• Prepared credit proposals and short-term proposals
• Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
Wachovia Bank June 2009-December 2009
Customer service and sales representative Arlington, VA, USA
• Uncovered customers' needs beyond the immediate transaction and successfully transitioned them to the appropriate source or channel to address the need
• Educated customers about sales and service delivery options
• Provided transaction efficiency, and developed customer relations
• Referred potential or existing customers to financial specialists
• Performed account reviews for Wachovia existing customers
Koons Arlington Toyota/Scion June 2008-May 2009
Sales Associate Arlington, VA, USA
• Sold new and/or used automobiles
• Established personal goals that are consistent with dealership standards of productivity and devised a strategy to meet those goals
• Maintained knowledge of incoming inventory, features, accessories, etc., and how they benefit customers
• Demonstrated automobiles by explaining characteristics, capabilities, and features; taking test drives; comparing and contrasting competitive models; explaining warranties and services
• Prospected daily for potential customers, and maintained consistent rapport with previously sold customers
COMPUTER SKILLS & LANGUAGES
• Fluent in English, French and Arabic
• Proficient in the use of MS Word, Excel, and PowerPoint
• Fair knowledge of computer programming in C, and C++
SKILLS
• Strong ability to analyze and solve problems using a variety of analytical techniques
• Adept at understanding and working with multi-cultural clients
• Strong work ethic and independent project management skills
• Ability to manage multiple work priorities and tasks concurrently
• Highly effective in promoting a positive, productive environment
• Successful in mastering new skills through hands-on experience
• Strong interpersonal communication skills
RELATED COURSEWORK
Financial Markets & Institutions, Financial Decision Making, Investment Analysis, Bank Management, Business Law, Business Policy and Strategy, Statistical Decision Support, Operations Management, Organizational Behavior, Teamwork and Communication
LEADERSHIP DEVELOPMENT
International Student Affairs Council (ISAC), Member
Betta Gamma Sigma, Member
B.B.A., Finance, Radford University, Radford, VA, May 2008, GPA: 3.04 AACSB (The Association to Advance Collegiate Schools of Business) International accredited