Relationship Manager
Mashreq Bank/ Mashreq Gold
مجموع سنوات الخبرة :20 years, 7 أشهر
• Attend to clients’ personal banking and financial needs using banking and investment products for high net worth and ultra high net worth clients dealing with Bonds, Mutual Funds, Fx trades, personal loans and cards.
• Manage a portfolio of up to 800 High Net worth and Ultra High Net Worth clients.
• Increase my portfolio sales and cross sales by maintaining professional relations with my clients.
• Appointed as the Retirement and Insurance specialist helping clients meet their savings and protection goals and objectives for both Mashreq Gold and retail individuals
• Relationship Management.
• Customer services.
• Cross selling/ new business sales.
• Achieved Relationship Manager of the month.
• Achieved best Relationship Manager Certificate From Metlife for Bancassurance 2015.
• Manage operations and sales for financial advisers, using mutual funds, insurance products, and investment vehicles.
• Looking after all matters relating to client services, and client satisfaction.
• Also act as a primary business coordinator for several different advisors targeting new business leads and bringing in new business.
• Maintain a proven track record of top sales in our Doha office.
• Act as a lesion for business protection including an efficient follow up system to make sure all payments are up to date.
• Managed planning, operations and sales for an independent representative specializing in mutual and segregated fund investing along with personal and group insurance.
• Identified financial planning solutions for clients such as tax deferral plans and high money income growth strategies.
• Established and maintained a proven follow-up system with all prospects including letters, emails, calls and social media.
• Develop a mutual funds sourcing strategy to reduce fund costs and improve margins for the business and clients.
• Created a marketing strategy including traditional media, online advertising and social media to increase client base.
• Oversaw day-to-day trading and made sure all request met all compliance requirements.
Dundee Wealth Management Inc., Montreal, Canada
Financial Planning Assistant Manager January 2007-2009
• Conducted portfolio preparation, management and monitoring utilizing Power Rep and Dataphile.
• Performed all aspects of client transactions such as transfers and rebalancing based on customer needs and market trends.
• Executed prospecting activities to bring on new business such as seminars, following up with referrals and cold calling.
• Offered comprehensive industry analysis and consultative services (risk/return, asset allocation, etc) to prospects.
• Create, manage and disseminate investment reports and trends to clients regarding their portfolios.
Triglobal Capital Management, Montreal, Canada
Financial Advisor Assistant January 2005-2007
• Acted as primary resource for the Investment Advisor (IA) and assisted in all aspects of the financial planning process.
• Entered and monitored all client orders to ensure proper account creation, execution and fund investing.
• Utilized contact management system for task management, renewals, follow-ups and all negotiations.
• Investigated and resolved client inquires and complaints related to all aspects of investment accounts.
• Monitored account performance by developing reports and rebalanced client account as necessary.
• Perform inbound and outbound calls/emails to clients and mutual fund companies.
Performance Auto Parts, Tripoli, Lebanon
General Manager, Sales & Operations July2003-2005
• Supervised a team of 10 employees and oversaw activities including scheduling and payroll.
• Managed auto parts shop and parts warehouse activities including inventory control stocking, shipping and pricing.
• Oversaw sourcing and procurement of Japanese cars, car parts, stereos, and other accessories.
• CISI Introduction to Securities and Investments (International)
• College Diploma, Social Sciences, Dawson College Montreal, Quebec, 2010
MUTUAL FUND SALES REPRESENTATIVE LICENSE
• High School Diploma, Lebanon El- Koura, 2000