Senior Financial Analyst
Easa Saleh Al Gurg Group
Total years of experience :15 years, 3 Months
Monitor and assess economic and market trends.
Conducted investment research and performed financial analysis to identify potential investment opportunities.
Developed financial models and performed valuation analyses to assess the attractiveness of investment opportunities.
Prepared investment reports and present investment recommendations to the Investment Committee.
Monitored portfolio performance and conducted risk management to minimize portfolio risk.
Collaborated with portfolio managers and other investment professionals to optimize portfolio performance.
Conducted due diligence on potential investment opportunities, including private equity, real estate, and alternative investments.
Conducted financial analysis on public companies to assess their financial performance and growth prospects.
Maintained financial models and performed valuation analyses regularly.
Monitor multiple family financial strategies, Investment Policies, and asset allocation strategies (Portfolio includes financial products (Direct Equities- Local and International shares), Mutual funds, Private Equity Funds) and commercial properties.
Assist in M & A transactions and provide thorough financial analysis on operating business units.
Prepare board and shareholder-related materials concerning the company’s investment every, month and quarterly.
Assisted in developing an investment strategy for the family office and managed the execution process.
• Acquisition of HNI and Ultra HNI Client and manage the existing clientele within the portfolio
• Offer customize Investment solutions with in Real Estate portfolio depending on the risk appetite of the investors
• Products include debt and equity investment facilitating the funding of various projects within the group and local currency Deposits.
• Products include Investor Offers and Retails Offers for all the BNM and Land projects of the company.
• Educate the customers on the importance of Real Estate in the portfolio, focussing on Diversification and Land as an Asset Class.
• Work closely with project acquisition team to provide inputs into new project and plan forecasts, analysis keeping in mind the capital involved.
• Develop and distribute periodic asset management reports to investors, consultants and directors.
• Acquire and motivate team of Channel Partners to achieve the said number for any given month.
• Acquisition of HNI and Ultra HNI and Corporate Client, manage the existing clientele within the portfolio
• Understanding the customer’s requirements and offer them customized Wealth Management solutions
• Initiate Investment Advisory Services for the clients obtained
• Promote various products like (Mutual Funds (Debt and Equity), Bonds (Taxable and Tax Free), IPO’s, Direct Equities and PMS.
• Working closely with the Clients and analysing their Cash Flow with Respect to their Investments.
• Working closely with the base so as to get the proposal done in a timely manner
• Active participation in retentive marketing efforts for securing additional business opportunities from existing client.
• Maintaining the Entire Wealth Portfolio of the client and cross selling maximum products to increase retention.
• Maintaining Relationship with the Client by appraising them in regularly on their Investments.
• Maintaining Relationship with the provided Bank Base( Priority and Preferred Customers)
• Cross sell products which includes (Mutual Funds, Equities, Insurance (Life and Non-Life), and Forex.)
• Promote various Asset products like (Mortgage, Personal Loan and Credit Cards)
• Actively involved in Financial Planning Activities with the Base and outside base
• Increasing the Bank Base by acquiring more New To Bank Customers.
• Increasing the Stickiness of the Customer by cross selling various products.
• Achieving pre-set monthly targets through continuous generation of leads from the Assigned Leads
• Continuously review and update customers on their Investments by sending Monthly Updates.
● Meeting with the leads obtained and educate client about the importance of Financial Planning and Retirement planning.
● Promote various products like Life Insurance, General, Health Insurance, Mutual Funds and Fixed Deposits to HNI’s and Ultra HNI’s.
● Suggest the client with appropriate Plan and follow it up with the client.
● Mapping clients requirements and providing them expert advisory services pertaining to selection of various financial Products.
● Actively involved in Client Management, documentation and Customer Relationship Management.
● Relationship management with the Home Loan Team and generating leads through them.
● Preparing the renewal details of all policies of the Client Acquired.
• Generating Potential Leads (Individuals, and HNI’s )
• Doing a complete market study to identify the potential customers.
• Business Development Support activities for Leads obtained.
• Servicing the overall client relationships within the portfolio
• The coordination of services for assigned clients, the monitoring of contractual obligations for these accounts (Redemptions, switches, purchases)
• Maintaining records of all customers with proper documentation
• Continuously review and update customers on their investments by means of Appraisals.