محمود مالكي

-Managed all day-to-day operations for the western region investors including Meeting Management, Roadshow Development and delegates reception and hospitality.
-Invented on the existing CRM tracking for better understanding of daily follow ups and updates.

• Executing high class placement sales for third party fund managers with AUMs ranging from USD 500 Million to USD 30 Billion across GCC countries
• Creating and articulating a marketing strategy for each fund manager and identifying key differentiators and selling points to better penetrate the market.
• Developing high targeted roadshows across GCC countries and travelling along side fund managers to conduct each investor meeting to assess in a successful execution of sales pitches that will result in an advanced stage of due diligence.
• Persistently using all means and resources to uncover specific due diligence needs and other impediments that may result in a delay in an executing a successful sales agreement.
• Continually maintaining and updating various internal tracking and CRM systems on every prospective subscription in the pipeline and additional market intelligence gained on each investor’s activity across all asset classes.

• Executing high class placement sales for third party fund managers across all asset classes including Hedge Funds, Real Estate, Private Equity and Venture Capital with AUMs ranging from USD 50 Million to USD 500 Million.
• Managing relationships with institutional investors, sovereign wealth funds, family offices and HNWI across the GCC countries.
• Identifying and developing new business opportunities including new products, fund managers and new investors.
• Leading client roadshows, including planning, preparing marketing material and extensive travelling across the region while maximizing the value added for both Clients and Investors.
• Managing workflow and internal processes with the support team to make sure of error free procedures.

• Improving the overall customer relationship, delivering reliable administrative support and customer service.
• Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.
• Growing existing portfolio and expanding the UHNWI relationships in terms of NCBDs, CBDs and Investment AUMs.
• Maintaining a strong working knowledge of client portfolios / products with the company.
• Producing file notes after any client meetings, summarising any additional actions required, including follow-up calls.
• Contributing to the development of new products and services, based on customer feedback.
• Sales activity planning, including reviewing existing customer files to identify sales opportunities.

• Maintaining a high level of professionalism and customer services in supporting the daily activities of the Wealth Management Department.
• Provides support for Relationship Managers (Unit) and works directly with client base on administrative functions.
• Managing overall client service process which includes opening new accounts, scheduling appointments, preparing review files, and maintaining a follow up system.
• Taking over +100 clientele portfolios in the absence of Relationship Managers and providing around the clock full support in maintaining the activity of these portfolios.

• Planning and developing Sales plans with the top team to meet the target revenue
• Acquiring customers mainly in the Hospitality sector and maintaining a close relationship to their needs
• Developing all the clientele procedures for the sale transaction including quotations, discounts, delivery lead time and after sale service
• Consulting new and existing clients about the best products according to their needs

• Assisting with acquiring and promoting the corporate products and services to the private and public sector in all the western region of Saudi Arabia.
• Administrating and developing the existing accounts by making sure all their needs are met including declined transactions fixations, additional cards, and proper up-to-date accelerated services.
• Actively participating in sales calls and presentations; identifies goals and evaluates account needs.
• Utilizes direct consulting for direct purchases, merchant’s agreements and B2B transactions.

Regarded as phenomenal, “high caliber” liaison officer by employer/program partners (Foreign Affairs Canada, Ministry of Enterprise Saskatchewan, and Saskatchewan Trade and Export Partnership).
• Assist with coordinating/promoting unique pilot “Junior Trade Saskatchewan” international delegate training program, as well as facilitating complimentary professional development workshops.
• Co-administering above delegate training program, including interviewing/admitting, training, placing, and case managing currently 85+ participating students. Reputed by employer for having “trained and delivered fine, talented and outstanding student delegates within program.
• Effectively tripled corporate/government participation in delegate training program through continual promotion and network within Saskatchewan business community.