Relationship Manager (large Corporate)
The Saudi British Bank - Sabb
مجموع سنوات الخبرة :16 years, 2 أشهر
• Identified, developed and managed portfolio for large corporate clients in the field of contracting, manufacturing and trading
• Helped the clients to finance their needs by proposing specific or general working capital credit facilities.
• Restructured some credit facilities based on the client’s need and financial situation.
• Analyzed the client’s cash flow to better asses the best credit facilities for the client.
• Maximized income from existing & new clients that were generated from credit facilities and cross selling (trade finance, treasury, SABB Takaful).
• Communicated and visited regularly with clients to understand needs, evaluate current product usage and cross sell new products.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer services.
• Assisted Customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
• Worked with clients to address and respond to client and partnership management issues.
• Planned portfolio solutions after carefully analyzing client’s financial health and future requirement.
• Supported end-to-end credit management process, submitted complete loan documentation and supported credit origination for credit compliance.
• Coordinated with other departments in the bank to ensure all regulatory, audit and compliance issues are in place and all internal controls are in order.
• Trained in Samba Professional Program (Aug. 2008-Feb. 2009)
• Helped RM to identify, develop and manage a portfolio of corporate client relationships.
• Prepared annual review (CA Packages) for each client and identify the risks associated with each client and clarify how to mitigate these risks.
• Understand, in details, the client’s business, negotiated and structured facilities that cater the client’s requirements and met the bank’s boarder objectives.
• Monitored continually the client’s business performance and maintains through, accurate and up to date client’s files, including full notes of customers calls/meeting, requests and response.
• Responsible for Account Payable and translating accounting transaction from English to Arabic.
The following are the courses taken: Organizational Theory & Design, Strategic Marketing, Managerial Economics, Information Resources Management, Managerial Accounting, Strategic Management, Management Science, Managerial Finance, Applied Marketing Research, Organizational Behavior, Entrepreneurship and Small business, International Marketing, Production & Operation Management and Investment Analysis.
My General GPA is 3.24 out of 4.00 and my major GPA is 3.32 I got third honor awards. I worked part time inside the university as a grader. Courses taking: Contemporary Financial Management, Financial Analysis with Excel Program, Financial Policy, Risk Management, Investment, International Finance, Micro & Macro Economics, International Economics, Money & Banking , Banking Management, Economy Of Saudi Arabia, Managerial Economy and Public Finance
I have associated Diploma In major Accounting with Minor Marketing. My GPA is 3.46 out of 4.00.
لقد تم حذف الرابط بسبب انتهاكه لسياسة الموقع. يرجى التواصل مع قسم الدعم لمزيد من المعلومات.