Nassib Takieddine  نسيب تقي الدين , Vice President - Sadara Privileged Banking

Nassib Takieddine نسيب تقي الدين

Vice President - Sadara Privileged Banking

The Commercial bank

البلد
قطر - الدوحة
التعليم
بكالوريوس, Computer Science
الخبرات
13 years, 9 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :13 years, 9 أشهر

Vice President - Sadara Privileged Banking في The Commercial bank
  • قطر - الدوحة
  • أبريل 2018 إلى ديسمبر 2019

● Managed a portfolio of HNW clients along with a team of 3 relationship managers responsible for a portfolio of affluent and HNW clients
● Managed the flow of day-to-day operations
● Developed relationships with the clients, conducted meetings to update, review and develop financial goals
● Offered advice and provided information about various investments to help clients manage their portfolio and make informed decisions
● Assessed clients’ financials and credit status to determine eligibility for financing
● Attended internal and external events to ensure optimization of new potential leads
● Ensured strong communication with other divisions to acquire referrals
● Worked closely with the team to achieve the set targets in various bank’s
products (Loans, General Deposits, Credit Cards, Insurance, and AUM)
● Improved service by communicating, guiding and training team members
● Allocated tasks amongst the team and followed on the progress
● Interacted with customers to obtain feedback on our products and service levels
● Provided regular updated reports to department Head on new business pipeline
● Ensured compliance with legal requirements, industry regulations, organizational policies and professional codes

Relationship Manager, Team Leader - Sadara Privileged Banking في The Commercial Bank
  • قطر - الدوحة
  • يناير 2015 إلى مارس 2018

● Managed a portfolio of HNW clients and a team of 2 relationship managers responsible for a portfolio of affluent and HNW clients
● Discovered training needs and provided coaching
● Managed the flow of day-to-day operations
● Created reports to update the Head of department
● Provided quality customer service, including interacting with customer and
effectively handling customer complaints
● Assessed clients’ financials and credit status to determine eligibility for
financing
● Offered advice and provided information about various investments to help
clients manage their portfolio and make informed decisions
● Worked closely with the team to achieve the set targets and maximize
profits in various products (Loans, General Deposits, Credit cards, and AUM)
● Provided quality customer service, including interacting with customer and
effectively handling customer complaints
● Attended internal and external events and seminars to ensure optimization
of new potential leads
● Developed relationships with new and existing customers to strengthen our position and open up for new opportunities
● Ensured compliance with legal requirements, industry regulations,
organizational policies and professional codes

Relationship Manager - Sadara Wealth Management في The Commercial Bank
  • قطر - الدوحة
  • يناير 2011 إلى ديسمبر 2014

● Supported the bank to develop business relationships with affluent and HNW clients, as well as exceed annual income targets and ensure growth of client portfolio
● Developed long-term relationships with customers to maximize sales opportunities
● Maintained a strong working knowledge of client portfolios
● Resolved customers’ queries within agreed authority
● Produced file notes after any client meeting, summarizing any additional
actions required, including follow-up calls
● Identified affluent prospects within the relevant area, from referrals and
using market knowledge to acquire new clients.
● Ensured compliance with legal requirements, industry regulations,
organizational policies and professional codes

Customer Service Agent – Contact Center Agent, Support & Inbound Division في The Commercial Bank
  • قطر - الدوحة
  • أبريل 2006 إلى ديسمبر 2010

● Relationship marketing activities to counsel and advise customers on all aspects of the banks full range of retail products and services and identifying opportunities for cross selling
● Increased sales by effective evaluation of client needs and regular follow up of outstanding issues
● Engaged in innovative direct marketing activities when introducing special short-term promotions
● Introduced and educated customers to the banks electronic service channels

الخلفية التعليمية

بكالوريوس, Computer Science
  • في Notre Dame University – Louaize
  • يونيو 2005
الثانوية العامة أو ما يعادلها, mathematics
  • في International School of Choueifat
  • يونيو 2001

Specialties & Skills

Client Services
Portfolio Management
Financial Advice
Client Retention
Client Relationship Management CRM
Interpersonal skills , Negotiation, Presentation
Communication
Result Driven and Energetic
Reliable with strong customer service ethics
Teamwork

اللغات

الانجليزية
متمرّس
العربية
اللغة الأم

التدريب و الشهادات

AML/CFT Awareness (تدريب)
معهد التدريب:
Thomson Reuters
تاريخ الدورة:
September 2017
المدة:
6 ساعات
Credit Skills Developement Program (الشهادة)
تاريخ الدورة:
September 2015
International Certified Wealth and Investment Management (ICWIM) (الشهادة)
تاريخ الدورة:
November 2017

الهوايات

  • Yoga
    500 HR Certified Yoga Teacher Training