Meshari Al-Harbi

▪Prepare daily and monthly report, opening new account, and resolving trade issues
▪Monitor and liaise with custodian and trade counterparts for trade settlement issues
▪Process corporate actions
▪Arrange funding for trade settlement
▪Ensure all processes and procedures are in compliance with
internal / external regulations and market practice
▪Handle daily transaction settlements and prepare settlement
reports
▪Handle daily settlement instructions
▪Handle accounts and settlement services request from clients such as attending to client’s enquiry in person or on phone or email
▪Communicate with internal and external parties effectively

-Trade Comparison, Clearance and Settlement
-Account Maintenance Activities
-Stock Transfer
-Establish, service, monitor, and maintain client investment accounts
-Electronic Funds Transfer (EFT) establishment or termination
-Beside weekly and monthly reports

▪Coordinating office activities and operations to secure efficiency
and compliance to company policies
▪Supervising administrative staff and dividing responsibilities to
ensure performance
▪Manage agendas/travel arrangements/appointments etc. for the
upper management
▪Support budgeting and bookkeeping procedures
▪Submit timely reports and prepare presentations/proposals as
assigned

- Handling all phases from meeting the client to present the product till finalizing the opportunity.
- Respond on status of all underwriting cases on day to day basis.
- Verify benefits on quality check.
- Allocating reports on daily/monthly and quarterly basis for SAMA, re-insurers and our
management.
- Dealing with Local, GCC and International Customers.
- Negotiations with the re-insurers in terms of reducing prices, more coverage, medical
acceptance and claims.
- Handling all Life policy schedules and to make them regulated with SAMA then
translating to Arabic.
- Measuring the risk to accept or decline the deal.
- Setting new strategies in targeting new customers.
- Fast decision making in accepting the clients or not (For bank and mortgage clients)
- Meeting clients to explain about the product and showing the benefits to finalize the
deal.
- Achieving our yearly increment target.
- Checking all similar products in the market to be aware of market directions.

- Developing and maintaining good working relationships with clients and insurance brokers .
- Introducing new products and promoting them through regular visits and frequent communication with intermediaries .
- Delivering good customer service by responding swiftly to queries and concerns from clients.
- Maintaining detailed knowledge of new and existing products by liaising with colleagues.
- Monitoring and reporting on performance against agreed sales targets, sometimes including monitoring the performance of other sales staff;
- Ensuring compliance with regulations and procedures as laid down by the SAMA by keeping up to date with all changes in the regulatory framework .
- Working with underwriters to amend policies where necessary in order to meet client demand .

- Performs in person cold calls on a weekly basis.
- Develops new Preferred Agency relationships.
- Explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
- Promote New Products and Services.
- Social Media Marketing