|Wealth Manager| Building Strategies |High Impact Banking Sales Trainer |Asset Management|
ZEMYD
Total years of experience :20 years, 10 Months
Core Competencies
• Designed curricula and wrote training material to enhance skill development and learning
• Program is designed and developed to provide blended learning delivery methods that appeal to different learning styles of employees.
• Developed and delivered training programs for 3 TOP Banks in UAE employees
• Training Existing RMs, SRMs to polish their Selling and Relationship Building Skills
• My approach is to give an in-depth analysis of the product features, its operational values for them to understand an end-to-end process flow to cater to the needs of the customer and the bank itself.
• Executed a management training program for high performing associates to further skill development
• Responsible for leading the development and implementation of the annual and multi-year learning plans for the company to deliver desired capability and business results
• Facilitation of training focused on leadership, employee onboarding, and training effectiveness updates
• Designed and deployed learning portal for Academy
• Oversee all aspects of budgeting, planning and implementing training initiatives.
RESPONSIBILITIES
• Oversees training programmes that include web-based seminars, printed manuals, group sessions, training videos, and more
• Provided investment management, planning, to SMB/SME clients, and insurance services for clients, interpreting financial information to develop strategies.
• Determines training needs and requirements for an organization or group by meeting with managers, talking with employees, or administering surveys
• Reviews existing training materials produced by third parties to determine appropriateness and relevance
• Modifies or creates course materials and training manuals to meet specific training needs
• Presents in-person and online training sessions or hires qualified personnel to do so
• Schedules training sessions, organizes information technology and other equipment, and manages course enrolment
• Monitors training programmes and manuals to ensure that they are effective and up-to-date and makes updates as necessary
• Works with managers to address learning issues, instruction problems, or new educational needs regarding specific employees or departments
• Manages costs for all programmes, productions, and publications in order to report to organization executives regarding a return on investment
• Specializes in a particular industry and keeps current on the activities and needs of that industry by attending regular meetings, conferences, and seminars
• Maintains understanding of new educational and training techniques and methods
• Developed SWOT methodologies, and response to competitive landscape. Directly grew new sale in 2017 (Target) $12M.
• Provided investment management, planning, Private Equity, and insurance services for clients, interpreting financial information to develop strategies.
• Trained existing staff, hired additional business development executives and managed staff to increase productivity and effectiveness.
• Launched a new product category that has successfully reached goal of over $100, 000 in sales within the first 3 months.
• Mentored Sales and Account team to help drive new business and month over month increasing revenue.
• Revenues Target (Team wise) from $ 0- to over $980K per month
• Managed AED160 million portfolio consisting of 150 high net worth individuals.
• Achieved 170 % on AUM Target & 150 %
• NFI Targets Overall Average 177%
• Achievement on NFI and FI. (Covering Bonds, Sukuk, Mutual Funds, FX, Banca & Takaful Products, Structure Products)
• Actively handled 2 large branches with 14 SSO, 3 BDMs, and ROs for Business Development and generated Revenue via Cross Selling Investment, Banca, Takaful, and Asset Base Products.
• Increased deposit base from $1.9MM to $13.8 MM, 180% achievement of the target.
• Generated more than AED1.0 million by developing effective strategies of cross-selling Mashreq Banks products and services including wealth management products.
• Consistently exceeded production goals for new loans, mortgages by 20% (annual goal $8.0 million.)
CISI Chartered Institute for Securities & Investment UK
GPA 3:5