Waleed Al-Othman

Post working experience period spent finalizing family asset procedures related to father’s Inheritance as a full time job

Relationship Manager in the Business Banking Segment under Coprorate Banking

Business Banking Division deals with Corporates/Establishments with revenues from SR 30-100 MM. Main Responsibiliteis in my Job at SHB were the following:

• Focusing on quality customer service & emphasis on customers benefit.
• Maintaining relations with new clients & retention of old ones.
• Creating a pool of committed, profitable customers and apply the proper tools for due diligence. And building sound relationship with them.
• Find out what information & which products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information on that basis.
• Setting up meetings with new clients and showing presentations of what can the bank offers and what it requires in return.
• Analysis & Researching the latest products and regulations to provide accurate information to the customer on upcoming marketing trends.
• Cross selling bank’s products that match company’s requirements.

• Special program dedicated to SAMBA management Associates which concentrate on
1- A/C opening - Documentation
2- Counter products/ services
3- Fund transfers / Loans / TDS, clean collection
4- Trade products
5- Core accounting
6- Compliance & Fraud management
7- Basic investment products
8- Selling skills
9- Islamic Banking
10- Finance for Non-Financial Managers
11- Effective Communication & Presentation Skills
12- Credit 1
13- Effective Business & Report writing
14- Treasury Fundamentals
15- Principles of Supervision
16- Customer Service & Phone communication

an Intern in The Co-op program, Training at the Treasury of Samba Financial Group

Exhibits organizing