Jamil Awad

• Building existing and winning new long-term relationships with the customers, coherent with the bank’s strategy.
• Owning customer engagement, ensuring service excellence for all customers.
• Developing the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customers.
• Interfacing with finance global network and other departments to ensure effective performance.
• Engaging & coordinating with various internal teams for relevant approvals, documentation, limit setup, disbursement, post-disbursement compliances, and monitoring.
• Ensuring end-to-end transaction execution from origination to completion.
• Collaborating with product partners to identify and match customer needs with relevant expertise; notably with Trade, Cash Management, and Investment Banking and Markets.
• Managing ARMs management activities - loan underwriting, loan packages, portfolio monitoring, and business development.
• Leading, inspiring, and motivating junior colleagues to ensure a flawless relationship management service is delivered.
• Acting as a great teammate, supporting the development of a positive, collaborative culture consistent with Group values.
• Maintaining senior management relationships of Mid/Large corporate clients to deepen wallet share, negotiate pricing & cross-sell other banking products like CMS, salary a/cs, corporate cards, and insurance.

• Executed sales strategies and formulated sales tactics applicable to the trading areas of branches covered or other channels.
• Formulated sales strategies for or with the branches or other channel partners to increase referrals and contribute to scaling and sustaining the growth of the business.
• Supported all sales events of the branches or other channel partners.
• Introduced and acquired new CA customers in the identified segment and reference generation from the specified catchment.
• Ensured sourcing of quality current accounts - in terms of product mix, segments, and constitution mix.
• Ensured proactive registration & activation of acquired customers to direct banking channels.
• Met & exceeded the defined targets of new customer acquisition month on month by analyzing the transactional banking needs of the customers.
• Maximized profit and achievement of the growth of customers’ portfolios.
• Achieved agreed-upon KPI objectives by developing existing and new relationships and building effective relationships with customers to retain and develop sustainable relationships.

• Checking and authorizing customer transactions (debits/credits)
• Checking and signing Audit Certificates
• Checking Outstanding issues and reconciling
• Authorizing outward and inward Local banks transfers in Kwd (RTGS)
• Handling front office tasks
• Checking staff - Demand Draft boxes
• Controlling Main Safe within the department
• Authorize branch telex transfers (swift)
• Organize and assign daily work to staff
• Solving system issues
• Controlling staff leave

• Responsible for the preparation of the profitability included in the Client Credit Request, the preparation of required facilities
Docs and Legal Memo, Obtaining authorized clients signature and following up the Correct formalization of the Client
Facilities.
- Managing the workflow operations and the enquiries of the portfolio clients (Opening new accounts, F.Ds, LCs LGs, LBDs,
Transfers, credit cards, Investment Funds, Treasury Deals, Fees & Charges ) and insuring the correct implementation of the
client requests day by day.
• Obtaining the FX rates for the Transfers and for the FDs requested by the clients from Treasury.
Daily Follow up the credit officer portfolio Facilities expiration, Matured Deposits, Irregular Accounts, Required
Documentations.
• Giving full support for the credit officer & replacing him during his absence.

• Prepared and checked bank guarantees, including end-to-end review, to ensure potential risks are raised and mitigated, managing reduction of existing bond guarantee limit.
• Issued Domestic and International Bank Guarantees for corporate customers.
• Ensured controls are in place and guarantees adhere to internal policies, checklists, finance manager approval, and specified customer conditions.
• Coordinated internally with treasure teams and externally with nominated banks to process new/amended guarantees.
• Chased overdue guarantees with customers and with bank to insure release.
• Supported Commercial team, Execution team, and Supply Chain areas.
• Produced monthly volume/transaction statistics for management information.
• Maintained files and documentation thoroughly and accurately, in accordance with company policy.