Head of Operation Team
Fortress prime
Total years of experience :19 years, 2 Months
Handling all operation procedure includes but not limited to:
• Dealing with Liquidity providers and Bridge providers in term of connectivity issues and feeds
• Monitor, manage and improve the efficiency of support services such as IT, HR, Accounts and Finance. Facilitate coordination and communication between support functions.
• Assist in the development of strategic plans for operational activity. Implement and manage operational plans.
• Coordinate, manage and monitor the workings of various departments in the organization
• Review financial statements and data. Utilize financial data to improve efficiency. Prepare and control operational budgets. Control inventory. Recommend financial plans and strategies.
• Improve processes and policies in support of organizational goals. Formulate and implement departmental and organizational policies and procedures to maximize output. Monitor adherence to rules, regulations and procedures.
• Searching for better market’s opportunities with new LPs and Bridges. negotiate on fees, executions and connectivity
• Monitor all opening account procedures
• Monitor clients account and group set ups and configuration
• Monitor Set up and configure symbols and Prices
• Monitor Set up new White labels
• MonitorSet up Omnibus account
• Monitor clients reporting prodedure
• Advice other departments managers on clients commission, Markups and profit share.
• Dealing with all contracts between Metaquote and Fortress and/or Metaquote and other White Labels
• Dealing with all clients issues with Metaquote software
• Amend clients setup on Administrator and/or aggregator
OTISFX Group Ltd. Financial Brokerage
Dominica - United Arab Emirates Consulting Contributors
Technical & Operation Manager May 2012 - May 2014
Designation Chronology: * Handed all Administrator and Manager Support includes Dealing desk.
* Monitoring all back office support including; hosts, servers, bridges etc.
* Handled inbound client inquiries pertaining to trading systems, trade execution, and account management.
* Liaison between clients and internal departments such as Account Services, Treasury, Trade Desk, R &D and marketing.
* Analyzed client's statements and transaction to resolve disputes, Executing trades, placing orders and securing deals with clients.
* Identifying issues affecting clients.
* Managed relationships with high net worth clients, identified cross and up selling opportunities and made the appropriate recommendations for our clients based on their needs.
* Managed relationships with outside vendors to increase products offered to our clients.
Provided education to our prospective clients, representing the information they need to know to make informed decisions about FX currency trading
* Developing client relationships and presenting ideas to clients
Sales Manager (Team leader) Jan 2010-May 2012
• Managing and directing sales department
• Ensure all staff has understand their responsibility
• Ensure all staff has received enough education on new products and communication with clients
• Engage in all sales activities
• Find and qualify leads
• conduct initial follow-ups on sales prospects and sales employees
• Provide status reports to management on overall sales and activities
• Set up and coordinate client meetings and conferences
• Update all sales activity in company CRM on timely basis.
• Map out potential customers & competitors
(Sep 2006- Feb 2009) Spread International Financial brokerage DMCC
Dubai - UAE Relationship Manager
• Organize and implement effective client services processes and polices through evaluation and analysis of existing procedures to ensure quality, timely and efficient design of publications and customer oriented services.
• Implement new policies and revise processes as needed to improve operational efficiencies.
Managed the needs/requirements of high revenue investment accounts through extensive follow-up procedures.
• Training, motivating and monitoring a team of 4 staff in the client services department.
• Paying close attention to competitor activities, ensuring consistent levels of proactive customer service.
• Responsible for the procedures of opening new accounts, checking and giving approval on the requested documents.
• Ensure acquiescence with compliance standards and regulatory requirements.
Make sure that new opened account documents processes meet the requirements of UAE regulatory.
• Being responsible for both in-house and off-site Client visit presentations.
• Developing new opportunities within the existing client base and from prospective leads.
• Discussing Financial Markets and major factors that move them
• Managing clients (Persian, English and Arab speaking)
CITI Group-CITI Bank (Customer Service and Quality) Feb2008- May2008
Communication skills, Customers problem solving, customer service technical knowledge & Analytical approach, Multitasking skills, stress management.
• Dealing with all customers complains and enquiries.
• Compiling, Organizing and managing documents and files.
• Ensuring effective & accurate maintenance of database.
• Responsible to Manage and process different levels of client enquiries. Including: debit cards, checkbook, credit cards and mortgage.
• Reporting all inquiries and client’s banking issues to the relationship manager and follow-up their financial progress
• Responsible for providing teller transaction efficiency and quality to customers.
• Provide help to customers with the questions of fund availability.
• Make sure about the regular requirement of Bank such as Bank Secretary Act and Anti-Money Laundering.
• Provide education to customers about Bank products.
• Responsible for reviewing & reporting all HSBC’s financial reports to The Central bank of UAE.
\ Middlesex University, MSc. Applied Psychology 2012-2014
Middlesex University, BSc. Hons Psychology & Human resource Management 2007-2010
Higher Certificate In pharmacy from Ajman University (1999-2001)