Wealth Manager (Retail Section head)
Qatar National Bank Al-Ahli
Total years of experience :10 years, 10 Months
• Direct and plan the branch selling activities within established policies and procedures.
• Assume full charge in the absence of the Branch Manager.
• Develop, Manage, Counsel and maintain Ultra high net worth, and High net worth individual customers portfolios.
• Manage large corporate and SMEs relationship.
• Administer and monitor branch external visits, documentation of the visits, and review contact reports made by Retail Executives.
• Review work flow and monitor operations, ensuring straight through processing of work.
• Solve problems of non-routine nature (such as validity, insufficient funds, frauds, Delinquency, Non-performing customers and customer's reconciliation).
• Respond to audit reviews, develop corrective actions, and provide general counseling to the Branch Manager.
• Supervise, mentor, coach, train, and develop staff "Customer Advisors and Relationship executives".
• Maintain awareness of different economic, financial, and banking conditions and assist in the branch yearly commercial plans in cooperation with the Branch Manager.
• Ensure the correct functioning and implementation of the Permanent Supervision, Compliance, AML, Operational Risk, and Workplace Success Guidelines.
Develop, review, and report on the business development division’s strategy, ensuring the strategic
objectives are well understood and executed by the team.
• Expand current business and develop new business opportunities in the region with existing and new
clients according to Sales Plans and targets set.
• Ensuring the quality of service provided, as well as the employee performance to be able to provide the
development needed to reach the desired performance.
• Researching and analyzing the market and competitors to improve and enhance the service provided and
recommend new pricing models and additional service scope to potential Customers.
• Develop and implement an account plan for each account to identify business opportunities and meet
sales targets.
• Developing the existing services and creating a complete business solution in all human resource field
for our clients.
• Manage all aspects of client relationships including proposals and customer satisfaction.
• Supervising and supporting the Business Development and Marketing Teams.
• Assist in Planning and communicate execution concept to marketing team.
• Assisted in setting the objectives, mission and processes for the business unit.
• Set the new pricing structure and market positioning, based on market analysis.
• Guiding and coaching newly hired Business Development team members.
• Supported the Assessment Center Team in many projects as an assessor and conducted competency
based interviews.
• Participated as a Culture Committee Member in surveying and analyzing JOBMASTER Culture and
recommended actions based on the data gathered.
Develop and manage top notch retail and corporate customers portfolio.
•Cross sell profitable banking products, Insurance and Investment solutions.
•Market intangible preposition features and services.
•Provide High quality, customer driven service.
•Monitor and resolve customer complains.
•Conduct Annual investment reviews.
•Analyze competitors’ products features and services.
•Analyze Advance Customers Portfolio reports and recommend enhancement for the preposition.
•Manage and follow up fraud and money laundry alerts in Customer Activity Monitoring Program.
•Review audit findings and support service Manager to take appropriate actions.
•Demonstrate additional tasks; (Branch e- champion, sales and service Manager backup, Branch
courses: certificate from SAKKARA Language School, 2002.
General Secondary Education Certificate