Investment & Portfolio Management Specialist
The Dubai Realty
Total years of experience :15 years, 1 Months
Advisory for Individual and Group Investors from dynamic geographic and demographic backgrounds
Communicating the right kind of opportunities with investors
Marketing & advertising the opportunities to the right target and niche— audience
Using online and offline channels for mass-communications to reach the direct target audience without any delays
Generating organic responses to the tailored, customized publications and broadcasting
Efficiently and effectively utilizing virtually all the contemporary social media and professional networking media outlets
Preparing all the proposals, presentations, meetings and events personally
Preparing multiple options ranging from ready properties to off-plan properties and residential and commercial properties
Buy & Sell options from small units to bulk and to buildings, huge commercial plots and labor-camps and running businesses
Preparing the real-time ROI assessment and future values of the properties in optimistic, realistic and pessimistic manners to give a clear idea about the market and the investment
Personally managing virtually all the clientele and referring only the leasing side to the team at times
Budgeting & Forecasting for investors
Negotiating and Mediating between the buyers and the sellers on the table
• Planning, organizing and scheduling meetings with the Developers, Investors, Sellers and Buyers
• Managing Sales and Rentals
• Analyzing the current market trends
• Forecasting and Speculating the Real
Estate, and the Industry
• Assessing Financial Benefits for the organization and the clients
• Acting as a Negotiator for the parties’ interests
• Managing a Team of Sales Executives
• Preparing the Contracts for Sales and leasing/Rentals
• Meeting with the Developers
• Advising the best ROIs for the clients
• Exploring new business growth opportunities
• Managing the Financial matters for the organization
• Recording the Sales, Leasing/Rentals deals and keeping a history
• Prospecting for potential clients
• Making a better ambience through communication skills in the industry
• Mobilizing and motivating the Sales Team
• Corresponding via telephone and online
• Advertising the properties through specific channels
• Creating a strong bond with the existing and potential clients
• Focusing on accessing the offshore investors
• Training, supervising and evaluating the performance of assigned accounting clerical personnel
• Monitoring and adjusting workflow and assignments to meet established timelines
• Supervising general accounting or payroll functions
• Supervising the preparation of monthly payrolls for all the SRSP District personnel
• Directing accounting activities related to the fringe benefits and other accounting functions.
• Coordinating communication with various District departments and personnel to answer questions, obtain information and resolve issues; provides information related to accounting functions
• Responding to questions or complaints from employees regarding interpretation of laws, rules, regulations, contracts and other documents governing District payroll
• Assisting employees in completing necessary payroll documentation forms
• Supervising and maintaining records and disbursing payments to various professional organizations, tax sheltered annuity companies, and other voluntary deductions and related services.
• Supervising the maintenance of employee absentee records including sick leave, personal leave, professional leave, vacation leave and leave without pay
• Reviewing financial reports (including bank statements) and computer printouts to assure accuracy and completeness and making corrections and adjustments as necessary
• Providing information as necessary in support of budget preparation
• Performing internal audits; checking and reviewing records, accounts and reports for accuracy, conformance and timeliness
• Creating, applying and controlling financial procedures and forms, ensuring that each transaction and payment has the necessary approval and justification
• Developing and maintaining the Financial Manual of MSS, ensuring that it is up to date and transparent
• Preparing and maintaining monthly cash flow projection for the period of time for which funding is available
• Providing daily, weekly and monthly financial reports
• Preparing payrolls for the organization every month
• All aspects of bookkeeping including sales and purchase ledger input, reconciliations, journals and nominal ledger
• Storing documents in a way that is simple to prepare justification and reports for donors
• Preparing financial reports for donors
• Administration
• Compilation of budgets, cash-flow forecast and financial management reports on monthly and ad hoc basis
• Preparation of statutory annual reports
• Liaising with auditors and company executives and answering queries on financial based matters
• Supervising, maintaining the manual books as well as the computerized accounting packages
• Assisting in the administration of the business affairs in such a way as to provide the best possible services with the financial resources available
• Ensuring the office's programs are implemented in a manner consistent with the goals and the Finance Officer’s goals and objectives
• Guiding development, implementation, and evaluation of the cash management procedures
• Assuming responsibility for the daily maintenance of the general ledger, including adjusting journal entries, budget adjustments, chart of account maintenance, and reconciliation of general ledger accounts to ensure that accurate account balances are reflected
• Approving purchase orders as instructed by the Finance Officer to ensure compliance with the Budget and Fiscal Control Act
• Approving cash disbursements as instructed by the Finance Officer to ensure compliance with the Budget and Fiscal Control Act
• Conducting a monthly review of budget vs. actual expenditures to maximize benefits from the prudent expense of every Rupee
• Assisting the Finance Officer in preparing and implementing the budget
• Maintaining a continuous internal control program for all funds
Studied Finance as the Specialization area with Financial Accounting, Cost Account, Budgeting, International Financial Management, Money Markets & Institutions, Financial Portfolio Management. And the Compulsory subjects were; HRM, Organizational Behavior and Conflict Management, Marketing Management, Contemporary Management, Marketing
Completed my Bachelors with Micro Economics, Macro Economics, Classical Economics Approaches, Applied Economics, Budgeting, Statistics: Classical And Applied, Inferential Statistics, Statistical Tools, Forecasting, Statistical Evaluation, Interpretations, And English, Literature; classic and contemporary, writing, speaking and reading, listening.
