Kareem Refaay, Vice President: Learning & Development

Kareem Refaay

Vice President: Learning & Development

Gulf International Bank

Location
Bahrain - Manama
Education
Master's degree, MBA - Strategic Management
Experience
19 years, 1 Months

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Work Experience

Total years of experience :19 years, 1 Months

Vice President: Learning & Development at Gulf International Bank
  • Bahrain - Manama
  • My current job since September 2012

Gulf International Bank is an established international GCC bank combining regional expertise with global outreach and innovative financial solutions.

Key Responsibilities
• Reviewing and analyzing business needs and conducting learning needs assessment to develop plans and calenders for various teams within the bank with view to increase organizational productivity.
• Developing, managing and implementing learning modules to contribute to deployment of Learning and Development Strategy; Talent and Career Development Programs, Technical and Non-Technical Learning Programs, Graduate Development Programs, among others.
• Liaising with recruitment agents, training providers and training teams to identify and facilitate Technical training and personal development classes ensuring new staff and existing staff has the appropriate knowledge and skill set to achieve desired company objectives.
• Evaluating instructor performance and the effectiveness of training programs and providing recommendations for improvements in planning, scheduling and delivering learning modules and courses.
• Conducting evaluations, quality control and management of all learning and development initiatives. Promoting efforts for enhancing network and collaboration plans through knowledge management and benchmark practices, whereby increasing corporation synergy.
• Interpreting psychometric assessment reports thereby designing appropriate in-house intervention techniques and learning modules through a comprehensive selection of training providers.
• Producing, maintaining and updating learning and development dashboard information/reports on a regular basis for senior management whereby ensuring transparency in operations.
• Preparing, managing and ensuring adherence to Learning and Development budget allocation and business specific policies and procedures. Advising and recommending actions with higher financial gain.

Assistant Vice President: Learning and Development at National Bank of Abu Dhabi
  • United Arab Emirates - Abu Dhabi
  • December 2009 to September 2012

National Bank of Abu Dhabi has one of the largest global networks among all UAE banks. It has been consecutively ranked as one of the safest Middle East banks since 2009.

Highlights
• Successfully managed and trained a team of 6 people: 2 technical learning specialists and 4 coordinators.
• Effectively implemented the learning mystery shopping program in retail branches to monitor, evaluate and assess knowledge transfer to workplace, using hidden cameras for behavioral analysis.
• Efficiently executed and utilized “a retail Model Branch” as a simulation of a real branch to train new recruits.
• Recognized as the “Business Learning partner” assuming the focal point role on identification, approval and facilitation of training needs, in support of organizational goals.

Key Responsibilities
• Evaluating and managing comprehensive training requirements in domestic banking division (consumer and corporate banking) and designing modules targeting cross section of employee hierarchy, addressing primary requirements of qualitative upgradation, initiation and cross disciplinary training.
• Conducted training needs assessment and analysis to design learning and development roadmap, . whereby providing required support to management in pursuing cost effective training solutions in line with company budgets.
• Reviewed, restructured and innovated processes, procedures and execution methodologies based on Business priorities, performance management, succession planning and talent management, to ensure all trainees attain international standards of compatibility.

Continued at National Bank of Abu Dhabi
  • United Arab Emirates - Abu Dhabi
  • December 2009 to September 2012

• Created, supported and prepared training structures/materials including all induction training programs and banking product workshops, whereby ensuring employees gain adequate knowledge about NBAD products, policies and procedures.
• Facilitated cultural change initiatives and growth programs by actively and directly coaching sales personnel and providing company leadership training to promote and create a predominately leadership culture within the organization.
• Lucratively managed, designed and delivered certification programs for all internal staff, enhancing skill set, employee capabilities and organizational productivity.
• Networked and liaised with company stakeholders to determine organizational objectives and development plans, and partnered with business units to facilitate cutting edge training to all personnel.
• Managed and prepared the MIS Publish Dash Board on a monthly basis to ensure the keep the management abreast with company operations.

Training Manager at Noor Investment Group
  • United Arab Emirates - Dubai
  • February 2008 to December 2009

Noor Investment Group, aims to offer state of the art solutions while strictly abiding by Shar'iah principles, in sectors of consumer, corporate and investment banking, wealth and asset management, treasury, private equity, financial advisory, and takaful (Islamic Insurance) services.

Designation Chronology:
• Apr 2009 - Dec 2009: Training Manager - Noor Investment Group
• Feb 2008 - Apr 2009: Assistant Training Manager - Consumer Banking

Key Responsibilities
• Evaluated and managed comprehensive training requirements within all sectors of Noor Investment Group, including the Consumer Banking sector, Direct Sales (Premium Marketing) Takaful, Sharia’a’s department and the Contact Center for Noor Investment Group, shaping Group learning strategies and policies.
• Created, designed and established syllabi structures for all induction courses, product related trainings and certification programs within the Noor Investment group companies, in consultation with management and senior faculty members, to meet long term objectives.
• Reviewed, restructured and innovated processes, procedures and execution methodologies for a definite roadmap for various training programs based on Business priorities, Performance management, and talent management to ensure proper delivery of learning solutions is adhered to.
• Coordinated with divisional heads and training department to create and monitor tangible performance measurement parameters quantifying efficaciousness of training programs and effecting requisite modifications in the same.
• Networked and partnered with key internal and external stakeholders on a regular basis to effect tie-ups, to provide cutting edge training to all personnel, ensuring optimum value is added to existing organizational productivity.

Continued at Noor Investment Group
  • United Arab Emirates - Dubai
  • February 2008 to December 2009

• Implemented processes in support of employee potential maximization, aligned their aspiration with goals of NIB. Encouraged premium marketing through self-initiated training and development.
• Actively promoted and managed learning resources and activities on a daily basis, including E-learning as a training channel for knowledge sharing. Identified essential material and migrated it to E-learning channels to enable active learning and development.
• Obtained feedbacks, designed training schedules, maintained training records and a database of training programs.
• Actively participated in the preparation of the Group’s strategic plan and succession plan, career development plan and goals program, thereby forecasting department related budget in line with NIB standards.
• Supported Group approach and developed UAE specific policies and processes for nurturing a Learning Culture in the context of prevailing Group HR and business strategy, upholding the Group’s values and code of conduct.
• Ensured that policies are effectively implemented within the Business (money laundering prevention and KYC), new regulations are properly communicated, and a quality control inspection is in order.

Team Leader, SME Banking at Standard Chartered Holdings
  • United Arab Emirates - Dubai
  • March 2007 to February 2008

Standard Chartered Bank is an international bank with an extensive global network leading the way in Asia, Africa and the Middle, with Dubai playing the administrative hub for the Middle East and South East region.

Highlights
• Successfully spearheading Business Intallments loans team consisting of 8 Direct Sales Representatives, each trained to achieve set sales targets in Islamic (Saddiq) and regular loans.

Key Responsibilities
• Coordinated implementation of sales plans to team members, and set a result-oriented marketing strategy in view to increase revenues/profitability for the company and drive sales for SME deals.
• Maintained an efficient ordering system by ensuring all incoming Business Installments Loan files applications pass the requisite qualifications before being forwarded to the credit check department.
• Set monthly targets for team member and ensured all team members meet their target business with high quality work.
• Designed budgets, reviewed audit reports, addressed non-conformities, authorized ATRs and established well defined profit motives.
• Networked extensively with clients to assess needs, offering the most appropriate solution which meets company security and client requirements.
• Reported to Business Installment Loan (BIL) sales manager with performance indices for each team member, feedback from potential/existing clients and recommendation for improvement, to increase sales volume generation.

Trainer at Commercial International Life Insurance
  • Egypt - Cairo
  • April 2005 to February 2007

Commercial International Life Insurance Company is an Egyptian joint stock company with a strong financial standing and broad experience of offering international value-for-money life insurance products.

Designation Chronology
• Jun 2006 - Feb 2007: Trainer
• Apr 2005 - May 2006: Financial Advisor

Achievement
• Achieved a remarkable 200% of sales target, during the short career path of a financial advisor selling Insurance and financial services.

Key Responsibilities
• Assisted in formulating curriculum and updating training manuals, including handouts, trainer’s notes and visual aids in line with company policies and procedures.
• Handled logistics pertaining to training courses; informed participants of training schedules, ensured meeting room reservations and preparation, among other organizational tasks.
• Actively provided information of products and sales techniques to sales staff and conducted sales training, including role plays, technical objection handling, etc, as and when instructed.
• Maintained and updated records and filing systems for all training activities to add to the existing database of training materials, and so higher management are kept abreast of operations.
• Continuously searched for training providers and best practice productivity enhancing courses for the sales team, enhancing existing knowledge and skill set.
• Performed the role of selling Insurance and Financial service at CIB and NBD bank branches to increase sales volume and gain hands on experience whilst training. Reported to Channel distribution manager regularly to update on the sales target status.
• Assisted in responding to customer inquiries and fulfilled client requests, whilst maintaining superior customer service, in order to retain clientele.

Other Professional Experience
• Nov 2004 - Apr 2005: Xceed Contact Center, Egypt, Customer Service Representative

Education

Master's degree, MBA - Strategic Management
  • at University of Atlanta
  • May 2012
Diploma, International Business
  • at Cambridge University
  • May 2006

Attained Certification in: • Human Resources • Organization Business Behavior • Business Finance • Effective Business Communications • Marketing

Bachelor's degree, Management Sciences
  • at Sadat Academy for Management Sciences
  • June 2004

• Minor: Banking Management - Grade: Good (75.8%) • Graduation project: Excellent

Specialties & Skills

Training Plans
Learning Technology
Team Building
Training Manuals
Leadership, Team Building, Motivation, Coaching, Communication, Decision making and Problem Solving
Client Relationship Management, Networking, Logistics Management, Customer Service, HR Management
Standardized Policies and Procedures, Learning and Development, Planning, Career Development
Organization Culture Development, Leadership Culture, Quality Assurance, People management
Computer Skills: Oracle, MIS Publish Dash Board, Apple IPAD, MS Office, Internet Usage
Induction Training, Product Training, Performance Management, Scheduling, Report Generation
High-end Training,Administrative,Marketing & Sales Management,Training & Course Designing,HR Budget

Languages

Arabic
Expert
English
Expert

Training and Certifications

Kirkpatrick Four Levels Evaluation Certification Program (Training)
Training Institute:
International Society for Performance Improvement, USA
Date Attended:
April 2012
Training Management (Training)
Training Institute:
George Washington University, USA
Date Attended:
April 2011
Myers Briggs Personality Indicator Personality Type Development Psychometric Tool (Training)
Training Institute:
Myers-Briggs Type Indicator (MBTI)
Date Attended:
November 2010
Money Laundering (Training)
Training Institute:
Commerical International Life Insurance, Egypt
Date Attended:
June 2006
Train the Trainer (Training)
Training Institute:
American Chamber of Commerce, Egypt
Date Attended:
November 2005