Sami Aujan

 Assisted with client account coverage, operations, placements, credit scoring, account openings, extended lines, et al.  Liaised with product partners - Trust and Custody Services, Investment Banking, FX and Money Market specialists, et al., in line with up-to-date market trends.  Consulted clients on their portfolios of FX, Bonds, REITs, Mutual funds, et al., with their daily/weekly positions.  Received trade bookings, remittances, and drawdowns and executed them with regional traders on behalf of the clients.  Registered Collective Investment Undertakings (CIU) funds that the bank intends to market from Lead Offerings with the Central Bank by coordinating between Fund Managers/Providers, Legal & Compliance, and Regulator.  Ensured investment funds were maintained up to date in compliance with the Central Bank's CIU reporting requirements.  Attended to clients' trade queries with the aid of the Bloomberg Platform and acted as an intermediary between them and the sales force, settlement team, and headquarters RMs.  Monitored overall client account activity, orders, and portfolios whilst ensuring breaks & risk items were kept to a minimum. Key highlights:  Involved in assisting relationship managers with books consolidated of $500 million in Assets Under Management (AUM).  Managed the Mutual Funds project to unwind & register 300+ funds with the Central Bank prior to client pitches or requests.

 Accomplished intensive training & examinations at Bahrain Institute of Banking and Finance (BIBF) in specialized courses, such as Leadership Skills, Time Management, Effective Negotiation skills, Financial Markets, Credit, UCP 600, et al.  Completed a nine-month rotation within core banking departments as part of the training, such as Financial Markets, Corporate Banking, Wealth Management, Trade Finance, Operations, Information Technology, Credit Risk, et al.  Underwent projects by the end of the term within each department.