Tarek Sameer Mourad

Head of Treasury Sales - Western & Eastern Regions at Gulf International Bank - GIB

• Saudi Arabia - Jeddah
• My current job since April 2016

Head of Treasury Sales - Western Region at Gulf International Bank - GIB

• Saudi Arabia - Jeddah
• January 2015 to April 2016

VP- Senior Treasury Sales at Gulf International Bank

• Saudi Arabia - Jeddah
• February 2008 to December 2014

•Accountable for managing Treasury Sales in western region.
• Responsible for communicating with the bank’s clients by regular visits and frequent phone calls to build strong mutual relationship.
• Meticulously advice the bank’s clients with the best solutions to their exposures and requirements.
•Develop plan to provide the bank’s clients the suitable treasury products for their needs.
• Formulate plan to know the clients’ exposure risks in terms of FX & Interest Rates fluctuations and seek the best hedging solution for them.
• Nominated as a team member to choose the New system for treasury and test it from its ability to handle our exotic transactions of our new structured products
• Deftly update and advice the clients with market movements and risks.
• Coordinate successfully with the assigned area RMs to achieve client’s satisfaction on Treasury business.
• Drive the efforts to update and train the assigned area RMs with market movements and risks.
• Solely responsible for producing Daily Technical FX report forecasting Intra-day/Short/Long term.
• Set and fine-tuned an excellent operational base which is ratified by a very high customer retention ratio, focused on productivity and operational efficiency translating into cost savings and bottom line improvement.
• Accomplish lucrative generation and expansion of client relationships.
• Efficiently manage business turnover of the organization and involved in designing appropriate solutions for Banking and Sales domains.
• Contribute in placing and reviewing high net worth trades from corporate and institutional investors onto the system.

ACHIEVEMENTS:
Developed and built the infrastructure for Structured Products within GIB treasury to meet our clients’ needs to hedge their assets/liabilities such as FX or Interest Rates.
Key player in implementation of “Core Banking Solutions” in the Bank. Trained GIB staff members about treasury several times to enhance the cross-sell of our department.

Senior Dealer - Treasury Sales Division at Bank Al-Jazirah

• Saudi Arabia - Jeddah
• April 2006 to January 2008

• Accomplished responsibility as In charge of corporate clients in all of the major areas in the Kingdom.
• Donned the responsibility as leading member of the sales team to monitor the treasury Islamic products.
• Actively involved in developing new treasury products in compliance to Sharia with the Islamic visions.
• Developed and continue to implement new business development plan, which includes calling on customers and prospects while enhancing bank’s image in the community.
• Developed new and existing client relationship of high-net-worth individuals and their related business.
• Assumed responsibility for assisting in management of the branch, developing the business and catering to the banking needs of customers.


ACHIEVEMENTS:
Contributed significantly in establishing and implementation of short and long-range bank goals, objectives, policies, and operating procedures. Created & sustained a dynamic environment that fosters development opportunities & motivates high performance amongst team members

General Manager at Tarek Mourad Advertising Agency

• Saudi Arabia - Jeddah
• February 2004 to July 2005

• Drawn up plans to set strategies and future goals.
• Deftly managed and supervised the agency goals achievement.
• Devised effective strategies for marketing and developing customers’ relationships.
• Constantly supervised all staff members.
• Consistently developed new business, despite slow economy, through prospecting, persuasive presentation, and persistent follow up.
• Built a cohesive team spirit throughout the company by designing a program that recognized competing management objectives, created common goals, and provided measurement incentives.

ACHIEVEMENTS:
Recognized as a hands-on, proactive professional who can rapidly identify problems, formulate tactical plans, initiate change and implement effective programs in challenging and diverse environments. Conducted ‘SWOT’ analysis and utilized findings for designing customized strategies to enhance customer services. Distinction of fetching a growth of 70% on sales revenues in the second year compared to the first year of business

Treasury Dealer & Client Advisor at Saudi Hollandi Bank

• Saudi Arabia
• February 2000 to February 2004

Meticulously served the corporate and individual clients.
• Associated closely in maintenance of all Treasury accounts in Western Area.
• Entrusted with the onus of serving the corporate & high net worth clients by visiting, marketing & applying the financial advice, market analysis & selling treasury products.
• Judiciously provided Technical Analysis to clients about international markets.
• Organized various training sessions on Interest Rate Hedging, Options, FX Markets, Fixed Income Investments. Introduction to Treasury products, Fixed Income Investments for the team to enhance their performance
• Set high standards of customer service to rope in fresh customers while retaining the existing ones protecting company’s interest at all times.
• Supervised successful conversion from manual to computerized record-keeping, resulting in enhanced customer service and account reporting.

ACHIEVEMENTS:
Contributed in International Bonds sales, which contributed in enhancing the bank’s profit. Spearheaded business development and marketing activities for entire range of banking products across all segments - Retail, Corporate, and Institutional banking. Implemented the concept of MIS reporting to update the Management on regular basis