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Hatem Younis, Finance and Insurance Business consultant

Hatem Younis

Finance and Insurance Business consultant·Jaidah Group

Qatar

Bachelor's degree, Accounting

Work experience

Total years of experience: 13 years, 9 months

Finance and Insurance Business consultant

February 2025 - Present

Jaidah Group

Doha, Qatar

February 2025 - Present

#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.

Company industry:
Automotive Dealership & Distributor
Job role:
Finance and Investment

Contract Management & Customer Service Consultant

September 2021 - February 2025

Nasser Bin Khaled Services

Doha, Qatar

September 2021 - February 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.

Company industry:
Financial Services
Job role:
Administration

Customer Service Representitave

March 2016 - December 2020

Qatar National Bank

Doha, Qatar

March 2016 - December 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

Company industry:
Banking
Job role:
Banking

Chief Accountant

October 2013 - July 2015

Heights Exhibitions and Conferences

Doha, Qatar

October 2013 - July 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.

Company industry:
Marketing
Job role:
Accounting and Auditing

Financial Accountant

August 2012 - September 2013

Al Allam Maintenance Services

Doha, Qatar

August 2012 - September 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.

Company industry:
Business Process Outsourcing (BPO)
Job role:
Accounting and Auditing

Customer Service Representative

February 2011 - March 2012

Vodafone Egypt

Cairo, Egypt

February 2011 - March 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.

Company industry:
Telecommunications
Job role:
Customer Service and Call Center

Education

Cairo University

May 2010

May 2010

Bachelor's degree, Accounting

Egypt

Bachelor of Commerce, Cairo University - Accounting Section.
View attachment

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

Languages

Arabic

Expert

English

Expert

Spanish

Beginner

Memberships

Institute of Management Accountants

Member

February 2017

Training and Certifications

Certifications
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

Training
Insurance
Qatar Takaful Co.
Jul 2009

Hobbies and interests

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.