Umaima مرتضى

• Provide high-level administrative and operational support to the Chief Operating Officer.
• Manage and organize all important documents, reports, contracts, and confidential records with accuracy and discretion.
• Handle domestic and international travel arrangements, including flight bookings, hotel reservations, and detailed itineraries for the COO.
• Manage the COO’s calendar by scheduling meetings, appointments, and reminders to ensure efficient time management.
• Coordinate and communicate with internal teams and external stakeholders on behalf of the COO.
• Prepare meeting agendas, record minutes of meetings (MoM), and follow up on action items to ensure timely execution.
• Prioritize multiple tasks and handle time-sensitive assignments in a fast-paced environment.
• Maintain a high level of confidentiality and professionalism while handling sensitive information.
• Assist in improving office workflows and administrative processes to enhance efficiency.
• Draft emails, reports, and basic presentations; provide administrative support using MS Word, Excel, and email tools.

• Created logos, branding materials, letterheads, signature strips, and visual assets for UK-based companies, delivering cohesive and
professional brand identities.
• Managed full client onboarding for financial institutions including Zampler Bank, Metro Bank, and XBD, ensuring accurate documentation
and compliance with UK banking requirements.
• Prepared and processed purchase/sales invoices and agreements, maintaining financial accuracy and alignment with UK company
policies.
• Utilized Xero, QuickBooks, Sage, and Zoho to manage financial records, generate reports, and support streamlined bookkeeping
operations.
• Handled Companies House filings, including director appointments/terminations, share transfers, and company detail changes in
accordance with UK corporate regulations.
• Completed confirmation statements, HMRC updates, VAT compliance tasks, and other statutory filings, ensuring full adherence to UK
regulatory deadlines.
• Coordinated with legal, compliance, and internal teams to ensure all administrative and regulatory changes were properly documented
and implemented.
• Prepared documentation for banking and compliance processes following client onboarding, ensuring smooth account setup.
• Improved internal operational workflows through structured digital documentation practices and design-based process enhancements.
• Collaborated with clients and cross-functional teams to align creative design outputs with business objectives, strengthening brand
consistency and representation.
• Supervised a team of 6 staff members, providing daily guidance, task delegation, performance monitoring, and support to ensure smooth
workflow and high-quality output.

• Built and nurtured relationships with prospective clients using Apollo.io and LinkedIn Sales Navigator, generated
qualified leads through targeted outreach and market research, focusing on US-based clients.
• Played a key role in custom web and mobile application projects, helping scope out requirements, managing client
expectations, and ensuring timely delivery of high-impact digital solutions.
• Led product walkthroughs and client training sessions, empowering users to confidently engage with the platform and
adopt every feature quickly.
• Used Zoho CRM to track communication, monitor client satisfaction, and stay on top of renewal and upsell opportunities
ensuring nothing slipped through the cracks.
• Delivered product demos and feature walkthroughs, building strong client relationships and driving conversions.

• Managed UAE domain key accounts, including government and corporate clients, ensuring strong relationships and account growth.
• Conducted client calls and meetings to understand requirements, provide solutions, and drive sales performance.
• Prepared sales and purchase orders and coordinated directly with OEMs to obtain accurate pricing.
• Performed costing and pricing analysis in Excel, incorporating VAT and margin calculations using formulas.
• Worked closely with technical teams to ensure proposals and solutions met client specifications
• Monitored account performance and identified opportunities for upselling and cross-selling, maintaining high client satisfaction.
• Maintained and updated the CRM system, ensuring accurate tracking of leads, opportunities, and client communications.
• Conducted lead generation using Apollo, Lusha, and LinkedIn, leveraging personalized search strings to reach and engage
prospects.
• Prepared technical and financial proposals tailored to client requirements.
• Scheduled and coordinated E-meetings with clients based in the UAE to facilitate discussions and follow-ups.
• Collaborated with internal teams to align client outreach with business goals and ensure seamless proposal delivery.

• Actively promoted and sold DU network SIM solutions, handling inbound/outbound calls and closing deals in
collaboration with the sales team.
• Mentored and guided recruitment team members, fostering best practices and a collaborative, high-performance
work culture.
• Monitored key performance metrics to optimize sales strategies and identify emerging market trends.
• Managed customer inquiries and issues professionally, ensuring positive experiences and long-term client
satisfaction.
• Oversaw the final stages of the sales cycle, clearly communicating terms, agreements, and contracts to clients.
• Negotiated effectively to close deals while balancing client needs with organizational objectives.
• Conducted post-sale follow-ups to ensure client satisfaction and encourage repeat business.
• Contributed to overall sales growth through a combination of strong relationship management, negotiation skills,
and strategic client engagement.

• Conducted lead generation and proactively reached out to potential clients to pitch banking solutions tailored to their
financial needs and budgets.
• Successfully closed sales of credit cards and other banking products, assisting clients throughout the onboarding
process and account setup
• Provided personalized financial consultations, recommending products such as credit cards, savings accounts, loans,
and investment options.
• Ensured client satisfaction by guiding them through applications, account activation, and post-sale support.
• Mentored team members to maintain high service standards, manage queues efficiently, and deliver seamless client
experiences.
• Maintained branch compliance by monitoring suspicious activities, conducting investigations, and adhering to regulatory
requirements.

• Delivered comprehensive product and service information to customers, ensuring clear understanding of company
policies.
• Worked on multiple campaigns, including ACP, RPM, Medicare, and Final Expense, achieving campaign objectives
efficiently
• Resolved customer inquiries and concerns promptly, providing effective and professional solutions to maintain
satisfaction.
• Mentored and trained junior CSR agents, sharing best practices to enhance team performance and overall service
quality.