Yazan Abu Samrah, Senior Client Relationship Specialist

Yazan Abu Samrah

Senior Client Relationship Specialist

Palms Sports (Royal Group)

Location
United Arab Emirates
Education
Bachelor's degree, Management Information Systems (MIS)
Experience
15 years, 2 Months

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Work Experience

Total years of experience :15 years, 2 Months

Senior Client Relationship Specialist at Palms Sports (Royal Group)
  • United Arab Emirates - Abu Dhabi
  • My current job since March 2017

• Develop open and effective channels of communication with each client that can be used as standard tool for the organization.
• Coordinate internal projects and determine best utilization of resources to increase customer satisfaction.
• Become the reliable point of contact for each client that is required to establish a strong business relationship.
• Inspiring clients to rely on our services to encourage revenue growth.
• Responsible of building and maintaining relationship with my client (government and private entity).
• Responsible with internal departments to ensure client needs are fulfilled effectively.
• Responsible in managing and follow up all client’s requirement and meeting client demands.
• Responsible in managing attendance records for more than 500+ employees.
• Responsible in preparing and maintaining accurate records and documentation on all purchases, contracts, correspondence and related follow up.
• Responsible of special assignments assigned by the General Manager.
• Managing and retaining relationship with existing clients while increasing client base.
• Drafting and reviewing contracts and negotiating with stakeholders
• Having an in-depth knowledge of business products and value proposition
• Developing growth with strategies plan and writing business proposals.
• Researching business opportunities and viable income streams
• Reporting on successes and areas needing improvements.

Senior Customer Service & Investment advisor at National Bank of Abu Dhabi
  • United Arab Emirates - Abu Dhabi
  • January 2012 to March 2017

• Responsible of dealing with all type of OTC applications in relevant to non-listed and listed companies, such as amendment of names, replacement of cheques/certificates, issuance of allotments & letters, waiver of ownership, Merge/split applications etc..., and act as a Final checker on the application process.
• Responsible of coordinating with the branches and departments on the completion process, rectification of received applications and delivery of pledge cheques.
• Solely responsible to answer, resolve customer queries, enquiries, complaints etc. by effectively coordinating with the relevant supporting departments and ensuring proper follow up till closure.
• Responsible of taking over transaction Encoder on asset management group (AMG) applications.
• Managing Initial Public Offering (IPO’s)
• Responsible of training IPO staff and taking control of the IPO process (Managing more than 50 staff).
• AGM’s and Dividend management. duties include:
• Responsible of supporting client on Annual General (shareholder) Meeting (AGM) services including voting, printing & distribution of dividend cheques, payments and coordinating with Abu Dhabi Stock Exchange (ADX) and Dubai Financial Market (DFM).
• Achieved an innovative integrated Log system, resulting in more than 50% reduction in response time for the processing of client queries and department applications reviews and follow up.

Client and Services Specialist at Housing Bank for Trade and Finance
  • Jordan - Amman
  • June 2010 to December 2011

• Responsible of dealing with customers with their queries and ensuring their requirements are met.
• Responsible of following up and meet with leads & set up appointments with prospective clients to learn their needs or concerns and develop a proposal to meet those needs.
• Responsible of nnegotiating with the customer to secure the sale & Quote prices accurately, while completely ensuring customer understanding and satisfaction.
• Responsible of mmaintaining customer lists and organize appointments and proposals.
• Responsible of prepairing and reporting daily, weekly and monthly reports.

Client Service officer at YES Investmen L.L.C
  • Jordan - Amman
  • February 2009 to June 2010

• I joined YES Investment L.L.C (Introducing Brokers). During this period, I had acquired many basic skills in client relationship and professional standards in financial markets especially FX dealing and advanced market analysis skills.

Education

Bachelor's degree, Management Information Systems (MIS)
  • at Applied Science University
  • October 2010

Faculty of Business Administration & Information Technology

Specialties & Skills

Financial Markets
Banking
Microsoft Office
Customer-focused
Banking
Stocks and bonds
Finanacial Markets
Customer Relationship Management
Annual General Meetings (AGM's)
Initial Public Offering (IPO's)

Languages

Arabic
Expert
English
Expert

Training and Certifications

Introduction to Foreign Exchange (Training)
Training Institute:
YES Investment
Date Attended:
February 2009
FOREX Market (Training)
Training Institute:
YES Investment
Date Attended:
April 2009
Anti-Money Laundering and Compliance (Training)
Training Institute:
NBAD Academy
Date Attended:
November 2014
Branch Standards & Service Quality (Training)
Training Institute:
NBAD Academy
Date Attended:
December 2013
Creative Problem Solving (Training)
Training Institute:
NBAD Academy
Date Attended:
June 2013