Senior Relationship Manager
Menacorp
مجموع سنوات الخبرة :16 years, 1 أشهر
Fostered lucrative long-term client relationships by implementing and developing customer services strategy. Analysed
market fluctuations within trade hours and managed clients’ portfolios to execute profitable strategic decisions. Managed
clients' accounts and transacted stock purchases and sales at client’s direction. Ensured regulatory compliance with local
laws and policies. Confirmed appropriate collateral is agreed and transacted with counterparties on daily basis. Identified
production, workforce, and material sourcing issues and devised efficient strategies for resolution. Developed strategic
initiatives and long-term goals by collaborating with executive management. Resolved complex issues and recommended
action plan based on production and compliance reports.
Collaborated with financial advisers and branch employees to generate new business opportunities and client referrals.
Retained customer satisfaction and provided swift resolution by efficiently monitoring / addressing to customer concerns.
Communicated daily with clients to determine needs, review existing product usage, and cross-sell new products.
Maintained customer records by updating account information. Managed clients' portfolios and researched for latest
products by conducting market analysis.
Coordinated with local financial markets / GCC financial markets to establish goals and develop plans to attain key
milestones. Ensured compliance with organisational policies and statutory regulations in all aspects of the business,
including sales and operations. Identified and prevented money laundering, terrorist funding sanctions, and related
reputational issues in routine business operations by raising awareness in employees. Prepared collateral valuation
reports for share mortgages and executed BUY / SELL orders from clients. Managed portfolios and trades of bank clients
from inception to post-trade analysis, including trade development and pre-trade analysis. Implemented best practices to
ensure compliance with local rules and regulations.
LITERARY STREAM