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تم إلغاء حظر المستخدم بنجاح
حاتم يونس, Finance and Insurance Business consultant

حاتم يونس

Finance and Insurance Business consultant·Jaidah Group

قطر

بكالوريوس, Accounting

الخبرة العملية

مجموع سنوات الخبرة: 13 سنوات, 9 أشهر

Finance and Insurance Business consultant

فبراير 2025 - حتى الآن

Jaidah Group

الدوحة، قطر

فبراير 2025 - حتى الآن

#Sales Facilitation & Support: Drive finance sales by understanding customer needs and recommending suitable financial products such as installment sales, leasing, etc.

#Focus on developing strong customer relationships, particularly by offering in-house financing solutions.

#F&I Department Supervision: Oversee internal operations within the F&I department, ensuring that the sales team has the necessary support to meet targets in a competitive market.

#Customer Financial Assessment: Meet with customers to assess their financial applications, evaluating factors like affordability, credibility, stability, and equity, and aligning them with the most suitable financial products.

#Product Promotion: Actively promote and explain in-house finance products (installment sales, leasing, etc.) to customers, ensuring they receive the most appropriate financing options for vehicle purchases.

#Client Relationship Management: Build and maintain relationships with corporate and individual clients, ensuring effective communication between clients and financial service providers for smooth transactions.

#Marketing & Sales Strategy: Collaborate in the development and execution of finance-related marketing campaigns across retail, fleet, and used car departments, aimed at increasing product awareness and driving sales.

#Reporting & Analysis: Provide regular reports to in-house finance management, detailing progress on sales targets, corporate deals, and competitive market analysis. Prepare monthly and quarterly reviews of finance portfolio performance, including comparisons of in-house offerings versus external lenders.

مجال الشركة:
وكلاء السيارات
الدور الوظيفي:
التمويل والإستثمار

Contract Management & Customer Service Consultant

سبتمبر 2021 - فبراير 2025

Nasser Bin Khaled Services

الدوحة، قطر

سبتمبر 2021 - فبراير 2025

#Accurately administer process assigned to the role within the operations portfolio covering efficient management of (Customers, Contractors & Assets).
#Ensure the customer is loaded, contract initiation, LPO’s, Activations and terminations having specific and high responsibility for accuracy and correctness.
#Receive and address customer queries via phone, mail or other communication channels.
#Understanding arrear management / Collections, restructure etc.
#Understand vehicle license renewal process, contract closure procedures and formalities involved in the release of mortgage etc.
#Being the reliable, responsive and professional interface of the company to the customers and dealers.
#Maintain excellent working knowledge of process improvement tools and methodologies assesses and documents process and make recommendations to improve the effectiveness and functionality of business processes.

مجال الشركة:
الخدمات المالية
الدور الوظيفي:
إدارية

Customer Service Representitave

مارس 2016 - ديسمبر 2020

Qatar National Bank

الدوحة، قطر

مارس 2016 - ديسمبر 2020

#Respond to customer inquiries, complaints and comments on a daily basis, and determined corrective actions
#Perform core marketing duties and cross selling the bank products "loans and credit cards"
#Document all actions taken on an account
#Provide a positive customer experience that optimize service delivery and revenue

SUCCESS HIGHLIGHT:
#Consistently commended by management by management for customer service and intense job focus

مجال الشركة:
البنوك
الدور الوظيفي:
البنوك

Chief Accountant

أكتوبر 2013 - يوليو 2015

Heights Exhibitions and Conferences

الدوحة، قطر

أكتوبر 2013 - يوليو 2015

* Review & Issuing the payments to suppliers.
* Prepare the necessary financial reports to the management.
* Review and approve of daily entries.
* Review and approve Sales Invoices.
* Following up the collection & issue weekly analysis for The outstanding debts and allocate the collection to each invoice.
* supervising staff.

Achievements:

* improving the annual sales of the company by adding new department to the company and managing it " financially and as a sales manager for the department" which reflected directly on the revenue of the company.
* working on a financial budget for the exhibitions which reflected directly on the exhibition expenses with 50% decrease.

مجال الشركة:
التسويق
الدور الوظيفي:
المحاسبة والتدقيق

Financial Accountant

أغسطس 2012 - سبتمبر 2013

Al Allam Maintenance Services

الدوحة، قطر

أغسطس 2012 - سبتمبر 2013

* Review & Issuing the payments to suppliers.
* Prepare the necessary financial reports to the management.
* Review and approve of daily entries.
* Review and approve Purchase Orders.
* Review and approve Sales Invoices.

مجال الشركة:
الاستعانة بالمصادر الخارجية للعمليات التجارية
الدور الوظيفي:
المحاسبة والتدقيق

Customer Service Representative

فبراير 2011 - مارس 2012

Vodafone Egypt

القاهرة، مصر

فبراير 2011 - مارس 2012

* Obtains client information by answering telephone calls; verifying information.
* Determines eligibility by comparing client information to requirements.
* Informs clients by explaining procedures; answering questions; providing information.
* Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures. * manage and resolve customer complaints.

مجال الشركة:
الاتصالات والشبكات
الدور الوظيفي:
خدمة العملاء ومركز الإتصال

التعليم

Cairo University

مايو 2010

مايو 2010

بكالوريوس، Accounting

مصر

Bachelor of Commerce, Cairo University - Accounting Section.
عرض المرفق

Skills

Customer Service Management
Expert
Customer Service Management
Expert
Branch Banking
Expert
Branch Banking
Expert
Financial Services
Expert
Financial Services
Expert
Contract Management
Expert
Contract Management
Expert
Project Management
Expert
Project Management
Expert
Management, Planning and Evaluating work results
Intermediate
Management, Planning and Evaluating work results
Intermediate
Peachtree accounting system
Expert
Peachtree accounting system
Expert
MS Office : Word,Excel and Outlook
Expert
MS Office : Word,Excel and Outlook
Expert
Ms Powerpoint
Intermediate
Ms Powerpoint
Intermediate
Developing Management
Beginner
Developing Management
Beginner
Cost Control
Intermediate
Cost Control
Intermediate
Accounting
Expert
Accounting
Expert
Project Management
Expert
Project Management
Expert
managerial accounting
Expert
managerial accounting
Expert
Cost Estimating
Expert
Cost Estimating
Expert
Financial Accounting
Expert
Financial Accounting
Expert

اللغات

العربية

متمرّس

الانجليزية

متمرّس

الاسبانية

مبتدئ

العضويات

Institute of Management Accountants

Member

February 2017

التدريب و الشهادات

الشهادات
Strategic Planning & SWOT analysis
Mar 2021
Six Sigma White Belt
Mar 2021
Data Analytics for decision making
Mar 2021
Management Strategies
Aug 2008
International Computer Driving License ( ICDL )
Jul 2009
International Electronic Accounting ( IEA )
Apr 2013

التدريب
Insurance
Qatar Takaful Co.
Jul 2009

الهوايات والاهتمامات

Qatar 2015 - 24th Men's Handball World Champion

•Ensuring that Egyptian fan have a positive, enjoyable and safe experience •Provide a high level of customer service •Sit in performances and monitor the behavior of the audience •Deal with audience related enquirers and problems •Understand and carry out the evacuation procedure if necessary Egyptian fans got (2nd best fans in the championship). I got an appreciation letter from Egyptian Embassy

Foreign language learning

• Organizing and delivering lectures to students. • Evaluating a students class work and assignments. • Preparing classroom and coursework materials, homework assignments, and handouts. • Developing English lesson plans in line with the National Curriculum. • Maintaining discipline in the classroom. • Creating a vibrant teaching atmosphere.

Reading

Reading at least 12 books annually since 2013.

Playing Chess

3rd place at faculty of commerce chess championship - 2006.