relationship manager
noor capital
مجموع سنوات الخبرة :1 years, 8 أشهر
Noor Capital.
• Liaising with HNI clients, providing high quality professional trading experience, sharing financial products knowledge and training them how they can trade by themselves.
• To establish, develop and maintain pro-actively a portfolio of corporate customers who require routine as well as complex structured trade finance.
• Cold calling and meeting clients regularly for business liaison and providing advice on the market’s fundamentals, technical and interest rate movements, and FX commodities.
• Generating references from existing client base, and using smart and creative marketing activities to secure potential investments throughout UAE and across all nationalities for investments in Foreign exchange trading, international equity, and commodity markets. Developing Business from new & existing clients, through strategic penetration into identified market/sectors across the entire portfolio spectrum like assets, liabilities, and cross-sell (structured products, trade finance, Forex).
• Suggesting clients and making trades on the appropriate markets research and analyses on FX commodities and stocks etc., with profit and stop loss orders.
• Managing complex relationships independently, under the overall supervision of management.
• Liaising with clients to comprehend their risk/return expectations and making use of that knowledge to construct portfolios to reach those expectations.
• Evaluating market trends and conducting analysis to help produce returns for clients.
• Developing a vast distribution network to make the product a household name.
• Managing and maintaining healthy relationships with Brokers, Corporate and Premium Clients targeting to offer exceptional service and continuously increasing turnover.
SR. BUSINESS RELATIONSHIP MANAGER Feb 2014- Jan 2015
Responsibilities:
• Performing an efficient client acquisition by displaying expert trading knowledge and client assessment.
• Dealing with High Net-worth Individuals while delivering a professional trading experience and advising them on the movement of stocks.
• Coaching HNIs on how to trade in the stocks themselves.
• Liaising with Brokers, Corporate and Premium Clients to deliver the client with the best and most beneficial trade solutions.
• Developing a vast network of professional connections to be able to generate leads and drive business.
• Analyzing the market trends and fluctuations thereby adjusting the strategy to improve client returns.
• Providing the clients with recommendations on making trades appropriately that will be mutually beneficial.
MANAGER - DEALING ROOM 2004 - 2014
Responsibilities:
• Responsible for carrying out the company’s FX trading on a day-to-day basis in accordance with Central Bank FX and Anti-Money Laundering guidelines and internally set FX trading limits.
• Maintaining system designed to track potential demand for Forex tracking pertinent economic indicators (inflation, inflation rates, etc.) and their likely impact on the FX trading market.
• Managing all dealing room functions of the company to ensure adoption and compliance with the regulator standard.
• Enhancing services provided to the clients and regularly communicating company principles in developing and improving the business activities.
• Leading a team of 14 staff members (2 account opening staff, 3 back office staff and dealers).
• Monitoring and evaluating trading activity for Indices, Commodities, Brokers and predominately FX to determine volume/trends and to increase profitably and enhance services.
• Negotiating and generating commercially beneficial business for the best interests of the company and providing first-rate relationship management and direction for all existing relationships.