Senior officer -Client Relations
National Investments Company
Total years of experience :16 years, 1 Months
Senior officer - Client Relations / Wealth management Sector December 2015 - present
• Ensure clients satisfaction by offering quality services & building superior communication mechanism to guarantee timely & appropriate response to their investment inquiries and Instructions.
• Managing new clients onboarding, WhatsApp service, Emails follow-up and clients KYC renewal.
• Maintaining KYC, Fatca & CRS forms & requirements in accordance with the CMA regulations.
• Performing Enhanced due delinquency.
• Contribution to Automation, CRM system management and Inhouse portals.
• Contribution to acquisitions, IPOs and Portfolio Investment Projects.
• Performing daily tasks and transactions as needed related to Mutual Funds, Investment Portfolios & Online Trading.
• Maintaining data base by implementing regular data cleanup projects.
• CMA, AML, Fatca, CRS, Management, Risk & other reporting.
• Creating & managing Client Satisfaction Surveys.
• Contribution to the department policy & procedures Manual, New portals projects & Implementing AI technology on some services.
• Mystery shopper for Luxury brands, Surprise Visits & Evaluator for the quality of the services.
• And, a Choir member for song recordings & events performances with LapaLoyac - Kuwait. (2017 - present)
Al-Sharq Financial Brokerage co.
Customer Service & online Broker / May 2008 - December 2015)
• Online broker through SHARQTRADE portal.
• Managing new clients onboarding, WhatsApp service, Emails follow-up and clients KYC renewal along with all customer service-related tasks.
• Managing CRM system & client’s data update.
• Managing Twitter, and content creation.
• Leading in-house training courses & presentations for employees & clients.
• Coordinating with system developers for technical support & system upgrade.
• Participant & editor in weekly internal magazine. (Occasionally) And participated twice in exhibitions held in Kuwait International Fair in 2009 & 2010.
• Handling recruitment process & training for the E-Trade department.
• Reporting to higher management regularly.
Distant learning.
