راشد Al Muhtadi

• Distribute a range of Islamic funds through a sharia’h compliant channel.

• Manage investment sales of over 30 relationship managers across sharia’h channel.

• Provide relationship managers with training, and refresher sessions as well as daily branch visits to provide updates on to provide updates on the market and current product range.

• Manage a target of the overall channel while also focusing on strengthening the weaker districts.

• Training sales team on our products and platform
• Setting and managing target for AUM of sales for GCC region
• Creating and managing marketing material for campaigns to boost sales and awareness
• Building key relationships with strategic partners to help promote the business
• Setting marketing strategy and using appropriate relevant media channels.
• Directing and creating script for video series (Educational videos, “Wahed Talks”)

• Spent 6 months as a portfolio assistant in the fixed income team where I assisted the Fund manager in creating model portfolios, country and industry analysis, and fixed income training presentations for relationship managers.

• Spent 6 months with the sales team, the direct channel, where I was handed a client list to contact and set up meetings with. In addition to the client list already given, I also voluntarily created an “Emirati private and public companies” client list where I successfully contacted and sat with established companies ranging from the likes of ESAG (Essa Saleh Al Gurg) to Dubai Aerospace Enterprise.

• Sat for the CFA level 1 exam in June 2012.

• Successfully handled two roles in both sales and product development, assisting with the development of product proposals, product registration, and communication with our custodian and administrator in both Luxembourg and Jersey, Channel Islands.

• Worked on the launch of two new funds under a SICAV structure which included preparing documents on the legal side, product side, and client facing side.