RELATIONSHIP MANGER
Priority Banking
مجموع سنوات الخبرة :24 years, 6 أشهر
Handling HNWI investment portfolio.
Selling wealth management products and services.
Provide all kind of services to the HNWI.
make the KYC and the EDD.
prepare PEP EDD.
the size of my portfolio was above USD 100 MIL.
Compliance to UAE SCA and central bank rules and regulations.
Assisting product team when a new product is to ve launched.
I was the relationship manager for ADIB UK, opening accounts for HNWIin UK.
Head of customer service.
managing 6 customer service officers.
auditing all types of service provided to the customers by the officers.
open accounts, ATM card issues, chq books, transfers, bank statements....etc.
A Public Joint Stock Company that provides banking, investing, and financing services. It handles small and medium businesses and individual customers' deposits; and provides consumer and commercial murabahas, Ijarah, Islamic covered cards, fund transfer and trade finance facilities. The company also involves in providing financing and other credit facilities; and deposits and current accounts for corporate and institutional customers, and high net worth individuals.
Ranked among the largest international financial institutions, it has an unmatched Global Arab branch network with 500 branches spanning 30 countries in 5 continents. It offers various products and services covering four major areas: Personal Banking, Corporate and Investment Banking (CIB), AB Private Banking and Treasury, which caters to serve the needs of individuals, corporations, government agencies and other international financial institutions.
AREAS OF EXPERTISE
Financial Operations
•Well informed about various bank products and actively promote Islamic financial services.
•Highly experienced in processing customer transactions and respond to inquiries professionally.
•Capable to delegate and supervise staff and provide necessary guidance and instructions to meet deadlines and achieve needed result.
•Proven ability to maintain business relationships with prestigious and very demanding clientele.
•Work with several areas of the bank to coordinate, drive and direct effective compliance.
•Take part in decision-making process on credit or performance risks.
•Perform analysis on customer data considering various financial systems.
•Recommend suitable finance policies to the customers considering the factors affecting the market.
•Stay abreast with developments in the market including economies and political events.
Hani Muien Fawzi Abdo
Customer Relationship Management
•Capable to handle a large client portfolio and competent in processing various bank transactions including Islamic Banking, personal and business class dealings.
•Set up customer contact to understand their financial needs; provide financial expertise and advice to clients and actively promote the bank’s financial products and services.
•Accord the highest attention to customers and use customer service skills to heighten sales opportunity of each contact. Identify prospect for cross selling and refer to other business lines.
•Establish business relationships with clients in line with legal rules and bank policies.
•Preserve a high-level of customer sensitiveness and ensure to protect the bank’s image always.
•Foster relation with customers, and provide help with problems these customers may face.
Branch Operations
•Oversee branch for its smooth running while adhering to service quality standards.
•Ensure to carry out banks strategy. Show and uphold a healthy and conducive environment to motivate staff in performing their job efficiently.
•Knowledgeable in other banking works including corporate client service, reporting, improving business and procedures, planning and recovery.
•Improve turnaround times by providing suggestions for modifying procedures and controls.
PROVEN JOB ROLE
Finance administration and banking sciences.