Wajdi Wazeer

 Project Management of Customer Experience Initiatives with a special focus on the development and delivery of a Reward & Recognition Program for the bank’s frontline staff.
 Analyzing the present state of business from multiple perspectives and proposing remedial actions. Conducting branch visits, assessment tests, and analyzing mystery shopping reports to assess the capabilities and product knowledge of frontline staff.
 Handling corporate clients relationships. Assisting customers in their transactional services, namely funds transfers, statement requests and balance confirmation letters issuance. Analyzing financial statements and reviewing loan applications.
 Working on Audit project to ensure timely closure of audit items for Wholesale Banking division.
 Preparing monthly presentations on Assets, Liabilities, and Fee Income performance of Wholesale Banking Division.
 Preparing the annual budget for the Wholesale Banking division.

Establishing financial and non-financial key performance indicators for the departments and subsidiaries of Finance House (FH). Monitoring and evaluating the performance of FH departments and subsidiaries

 Providing project planning and project management support (PMO support) for Finance House and its subsidiaries. Development of project planning and reporting templates to facilitate and streamline the management and tracking of all projects across the bank. Ensuring project plans are in place for all major deliverables outlined for the year. Compiling status reports and providing updates on ongoing projects and strategic initiatives to management.

1. Strategy Development
 Developing a Customer Experience Strategy for all Distribution Channels, Products, and Services provided by the bank. Crafting a compelling Customer Experience Vision and Defining the Mission, Values, Management Approach, Toolkits, and Projects required to achieve that Vision.
 Developing a comprehensive Business Unit Strategy for the Service Quality Division outlining the core functions and activities to be undertaken by the division in order to meet the required service levels and achieve the bank’s goal of becoming the #1 Service Provider in the Local Financial Sector.
 Developing Sales & Marketing Strategies for the bank’s branch network and direct sales units taking into account the bank’s Strengths, Weaknesses, Opportunities, and Threats. Identifying the internal and external challenges responsible for constraining business growth and outlining strategic initiatives required to address those challenges. Identifying and proposing product bundling, cross selling, and partnership opportunities for promoting the bank’s retail financing product segments namely, Auto Finance, Personal Finance, Home Finance and Credit Cards.

Please refer CV for further information.