Regional Manager - Retail
Saudi Fransi Capital
Total years of experience :28 years, 10 Months
• My role is to set an action plan to drive the regional retail team of senior relationship managers, relationship managers and officers to meet the company’s budgeted objectives, ensure proper management of relationships and develop additional investment sales business. Within the sales activity the team is responsible to create a new base of clients and propose the proper investment vehicles that matches their desires.
• Among 39 funds "local funds, International funds, Hedge funds, structured notes and private equities" as well as local and international shares portfolios, we work on designing a full investment portfolio solution to meet our client ob jectives.
• My team has succeeded to achieve a growth of 20% in revenues as well as 15% growth on our market share year over year and subject to continue for the coming 3 years by implementing the strategy and action plan which has been set with the retail network of BSF and direct sales.
• My role is to create a new base of high net worth clients, manage their wealth by introducing investment solutions and cross selling of other business lines products and services to meet overall budget objectives.
• Managing a portfolio of over 30 active clients involving both simple and complex investment vehicles and/or credits, the portfolio is generating 5.5 millions P/A and subject to a growth of 15% as an annual target.
• My role is to create a new base of high net worth clients, manage their wealth by introducing investment solutions and cross selling of other business lines products and services to meet overall budget objectives.
• We managed to increase the total assets of the region from SAR 453 mlio to almost SAR 1 billion.
• My role is to create a new base of high net worth clients, manage their wealth by introducing investment solutions and cross selling of other business lines products and services to meet overall budget objectives.
• My role is to manage high networth clients relationships among the retail network and provide the private banking services.