Vice President Investments
Aspire World Investments
Total years of experience :19 years, 4 Months
•Organizing monthly investment summits locally and internationally through respective embassies,
business councils and with the support of my international business network.
•Founder of ASPIRE BUSINESS HUB concept which produces, enhances, existing, and new business
in the region.
•Managing the private banker’s network from Asian, European, Eastern European, & western countries.
•Executed 70 SPAs with multinational companies from 43 countries.
•Managing the portfolio of end to end users in the field of Gold, Copper, Oil, Gas, International Properties, Funds Management, Funds Raising for Real Estate & Technology related projects, Electronic Cars/Buses, Health & Safety of Environment, Chartered Accountancy, Cloud Seeding, Defense Services, Construction/Contracting/ Development Services, Crypto Currency Trading, Corporate Restructuring.
•Official Representative of Pvt Office from AD.
•Maintaining the high net-worth client’s relations (e.g: PEP, diplomats).
•Strong understanding of banking and lending products.
•Experience in understanding the financial needs of all types of clients.
•Excellent business development and marketing skills.
•Ability to meet deadlines and manage expectations.
I worked with NOOR BANK as Relationship Manager Priority Banking’ and I was also assigned a sales force to produce the business as below. (JD)
•Banca, Bounds, Mutual Funds, Portfolio Management,
Liability and FD.
•Managing the portfolio of new and existing clients.
•Maintained knowledge on banking products and
distribution to provide optimal service support.
•Increase NTB base cliental portfolio and managing the
existing.
•Handling the multi-cultural highly net worth
individuals, resident & non-resident clients of Noor
Bank from across the globe.
•Coordinated with teams and assisted clients in
providing optimal financial advice on various banking
products.
•Monitored client requirements, identified prospective
opportunities and assisted in increasing revenue.
•Conduct a Half yearly review of Priority data base in
order to down grade accounts less than $100K.
•Analyzed financial products and recommended
appropriate products to clients.
•Managed all product inquiries for clients and provided
direct and indirect solutions.
•Designed strategies to retain present businesses and
for acquiring prospective clients.
•Build and deepen relationships with existing Priority
Customers to achieve increase in share of wallet and
revenues.
•Effectively meeting customer expectations and
handling/ reduction of customer complaints.
•Provide professional customer service to achieve a
high percentage of customer satisfaction and
retention.
•Have complete knowledge of the customer base in
terms of the profile, demographics & psychographics
and assets in the Bank and in other places.
•Serve as the one-point contact to the High Net Worth
customers of the Bank.
•To achieve service excellence through focusing on the
analysis and satisfaction of Priority Customers
personal financials as well as investment needs and
objectives.
•To inform customers (Including prospective customers)
with full information about Noor’s Consumer &
Priority Banking Products.
•To be responsible for all service issues in priority
banking and to ensure that all customer are receiving
Priority Banking Privileges.
•Conduct all sales and services activities within the risk
& compliance parameters as defined.
*Sourcing & managing existing/new to bank portfolio of corporate relationships-Limited Liability *Companies/Sole Establishment/Offshore/Foreign Offshore/ Freezone/Branch of Foreign Companies etc.
*Sourcing of new relationships for the bank.
*Handling of multi cultural corporate clients of A.D.C.B across the region.
*Understanding and meeting client’s corporate requirements.
*Sourcing business through referrals of existing clients and Business consultants.
*Legal and compliance, ensuring adherence to KYC norms which include profiling the Prospects.
*Earn revenue from existing business in bank and aggressive cross selling, being interviewed by auditors with regards to all sales aspects Liaising with other departments within the bank in order to ensure smooth process.
*Thorough documentation knowledge of Corporate accounts opening procedures.
*Ensuring the smooth running of basic banking transactions.
*Looking after the short term and long term funding requirements of business clients and individual customers.
*Advising clients on mortgages and raising loans.
*Building relationships with high net worth individuals.
*Answering any financial and banking queries.
*Providing advice on investments.
*Maintaining a professional image at all times.
*Working closely with small and medium sized businesses.
*Putting into effect new procedures and policies passed down from Head Office.
*Handling customer queries face to face, over the phone or via correspondence.
*Marketing new financial products or services.
*Analyzing financial reports.
*Advising companies on how to effectively use their money to grow their business.
*Presenting information clearly to customers, work colleagues and third parties.
*Representing the bank within the local community.
*Verifying customer data to detect and identify financial fraud.
*Opening new bank accounts for companies.
*Leading sales team & customer service officers.
*Producing the business by new and existing customers.
*Auto loans' house loans' liability accounts (CASA).
*Branch operations.
*Enhancing the branch portfolio by new & existing customers of branch.
*Provide exceptional service delivery to our internal and external customers.
*Proactively educate customers on utilizing available access channels (i.e. ATM, Online & Telephone Banking).
*Sell and/or refer Bank’s products and services to customers and prospects.
*Resolving customer’s complaints & questions.
*Proactively contact customers by phone or in-person to identify financial needs and
*Strengthen customer relationships.
*Periodically perform the duties of a Financial Assistants.
*Issuance of cheque book.
*Answer internal & external audit.
*Floor management.
*Maintain branch service & quality.
*Managing Individual portfolio of approx. 400 Million plus.
*Ensure discipline and visible co-ordination with fellow colleagues and supervisor.
*Ensure compliance with the relevant Shariah parameters, statutory requirements, laws, values, code of conduct, and policies.
*Represent the bank in a professional manner.
Perform other duties as assigned.
*Provide exceptional service delivery to our internal and external customers.
*Proactively educate customers on utilizing available access channels (i.e. ATM, Online and telephone banking).
*Sell and/or refer Bank’s products and services to customers and prospects.
*Resolve customer complaints or questions.
*Proactively contact customers by phone or in-person to identify financial needs and strengthen customer relationships.
*Introducing different kind of life' educational' & saving insurance plans to VAN GOGH customers. (Priority Banking).
*Educating VAN GOGH customers to invest on right time and in right product.
*Finding and creating customers financial needs and fulfill them accordingly.
B Grade
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