ADVISOR
RAKEZ
مجموع سنوات الخبرة :12 years, 8 أشهر
Prequalifying the clients based on their financial capabilities to discuss the
right investment or business opportunities
• Attend events with developers, open houses
• Helping set up and issuing business licenses as per clients’ needs and helping
through documentation processes as per the government and legal
guidelines
• Taking care of after sales documentation
• Advance experience on Salesforce which is the CRM
• Achieving targets as set by the management
Organize events in Dubai for agents to sell TFG properties
• Conducting strategic, innovative business plans to agents resulting in
business growth
• Part of strategic investor team which deals with special high net worth
clients
• Working in liaison with the marketing team to produce best campaigns for
agents and clients.
• Continuous achieving sales targets as set by the management
• Prequalifying the clients based on their financial capabilities to discuss the
right investment opportunities
• Consulting the clients about the investment returns and capital growth in
Dubai
• Sourcing new clients through client referrals, brokers in UAE and overseas
- Commercial Banking Operations
• Drafting contractual agreements for JPMorgan Chase Bank, N.A. like
notes, guaranty agreements, collateral agreements, resolutions,
credit agreements subordination agreements, negative pledge
agreements, etc.
• Reviewing Credit Approval Package, financial history and risk grading
of loan applicants, and due diligence on the customer in line with the
firm’s risk management policies
• Reviewing loan document packages, focusing on issues and mitigants,
and determining whether the underwriter has complied with the
Bank's credit policy
• Cash-flow matching for incoming payments and advances from
different banks for syndicated deals; verifying compliance with
federal and state laws and regulations
• Performing new borrowings, payments, and loan rollovers/re-pricing
for various clients across US
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