Relationship Manager
Adaa Financial Services, DIFC
Total years of experience :19 years, 7 Months
• Portfolio/Fund management for clients and in-house Proprietary Trading
• Launching a mutual fund to invest in IPO and Pre-IPO opportunities in Asia-EX Japan markets
• Opening new markets and establishing relationships with investment firms and counterparties
• Negotiating commission and fee structure with investment firms and counterparties
• Advising clients and recommending investment products within the clients’ investment objectives and risk profile
• Meeting and contacting clients to sell products and update them on their investments
• Supporting on KYC process and client Risk Profiling
• Liaising with the CEO and Compliance for reporting requirements
• Following up on reviews, market trends, and current affairs
• Attending Conferences and Events
• Managing a team of Seven people
• Managing IPOs for the following markets: U.S, Hong Kong, South Korea, Malaysia, Japan, Singapore, London, Indonesia, Cambodia, Philippines, Brazil, Turkey, Italy, Germany, and Tunis
• Boosted investment performance and increased assets under management
• Managing yearly business plan for Dubai office
• Managing and reporting company’s performance
• Handling Cornerstone/Anchor Investment and Private Placement opportunities with international investment bankers
• Recommending investment opportunities to N.Y investment board within deal structure
• Selecting and implementing the investment criteria of the ENMAA (Dubai Growth Fund)
• Monitoring, reviewing, and reporting on transactions and trading sessions on daily basis
• Attending road shows and analyst/management calls for foreign investment opportunities in IPO and secondary offerings
• Profitability under my management in Dubai office has increased by 40% year-on-year
• Helped RM in preparing and organizing credit proposals within timeframe.
• Assisted clients in solving miscellaneous transactions in the bank under the supervision of SVP.
• Followed up on a daily basis with Credit Risk Department on credit proposals statuses.
• Managed the VIP portfolio as part of a team.
• Worked under supervision of Section Manager in completing the centralisation of Guarantees Department.
• Processed LG transactions.
• Assisted Head of Trade Operations in providing a high quality service for walk-in customers.
• Helped Customer Service team in their day-to-day tasks.
- Successfully completed physical checking task directly assigned by Section
Manager by submitting a comprehensive report
- Extensive & successful exercise carried out for matching Murabaha product
files with Letter of Credit files. Job directly assigned by Heard of Trade
Operations.
- Design / Develop (in progress) in Mircosoft Access, computerized tracking
system for archival of Trade operations.