Wealth & Financial Planning Manager
Barwa Bank
Total years of experience :14 years, 1 Months
- To keep steady income, revenues, gains generating to wealth management unit.
- Organize and supervise the activities and work of subordinates to ensure that all work within a specific area of the activity is carried out in an efficient manner that is consistent with operating procedures and policy.
- Manage efficiency asset under management and it is growth .
- Provide on the job training and constructive feedback to subordinates to support their overall development.
- To contribute to bottom-line of premium banking through accomplishment of profit and growth targets.
- Monitor the financial performance of a given area of activity versus budgets so that areas of unsatisfactory performance are identified and rectified promptly and potential performance improvement opportunities are capitalized upon.
- To deliver an absolute performance within the return and risk range agreed upon with my investors.
- To help those individuals with a large amount of income and assets with estate planning, risk management, and capital gains planning. Acting as a custodian of their money with ensures that it is managed in the most efficient way possible.
- Providing personalized wealth management solutions ‘tailor-made investment solutions’,
including Capital protected fixed or floating investment instruments, Sukuks; Mutual Funds, Unit
Linked Saving and Investment Plans with Banca Takaful, Education planning, Retirement
planning, Lump sum investment solutions.
- Achieved 200 % of annual target for investment and mortgage products.
- Key Member and best performance with highest number of closed number of investment deals.
- Contributed in increasing bank profitability from wealth product income with 35% in 2013/, 42% in 2014 with successful 52 closed deal in during 2015 and 2016
- Identify ways to improve our product proposition and service delivery
- Managed to be the highest branch in sales volumes and net asset value during 2008/2009.
- Managing premium banking and HNW clients.
- Maximizing new business opportunities and deepen existing relationship, while providing quality in service delivery in an efficient operation.
- Participate heavily in building the business, deepening the relationship and increasing targeted customer base through the execution of an effective sales process.
- Tracking progress of sales against plan, and providing support and coaching to branch staff as required (including resolving issues)
- Develop & implement branch sales strategy in coordination.
- Optimize branch trade area opportunities to develop target Market potential and area profitability and managing premium banking and HNW clients.
- Ensuring quality service standards are met.
• Highest achiever in number of sales in liability product along with asset products with average of 180/200 % of set target.
• Provide regular market feedback to the management to improve the quality, performance and competitiveness of the products and services.
• Dealing with the bank advanced banking system.
• Create new relationships & exploit the opportunities to bring in fresh business for Retail Banking Group in order to achieve the set targets.
International Certificate In Wealth & Investment Management - ICWIM