sofyan alayed

-Managing my own portfolio and clients.
-Preparing new proposals for new clients.
-Meeting with prospect clients and discussing all business opportunities.
-Assisting relationship managers and senior managers in their portfolios.
-Preparing annual reviews, credit memorandums, and credit analysis for existing clients.
-Preparing new proposals and new credit deals.
-Coordinating between the client and Cash Management team, and implementing internet banking.
-Coordinating with the Treasury Department to provide client with: FX rates, FX hedging solutions, and time deposits.
-Cross selling products (employee loans, life and property insurance, and trade products .. Etc).

Assisting relationship managers in the credit side of the business. Managing clients and meet their requirements, new proposals write up, conducting credit annual reviews, managing portfolios and assisting relationship managers managing their portfolio, conducting client visits and selling cross banking products, negotiating FX deals and coordinating between the clients and treasury department, selling financial solutions to clients I.e receivable financing, hedging solutions, futures options swaps products, coordinating between clients and payment and cash management team in on boarding clients to start up online banking.

SABB, Riyadh May 2013 - August 2013
Co-operative Training, Global Banking Team

Training with two groups; the Saudi Global Corporations and the Multi-National Corporations. Performing
annual reviews on companies, writing external and internal proposals for the purpose of funding. In
addition, performing operations tasks on the internal electronic system.