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Yazan Abu Samrah, Senior Client Relationship Specialist

Yazan Abu Samrah

Senior Client Relationship Specialist ·Palms Sports (Royal Group)

United Arab Emirates

Bachelor's degree, Management Information Systems (MIS)

Work experience

Total years of experience: 17 years, 4 months

Senior Client Relationship Specialist

March 2017 - Present

Palms Sports (Royal Group)

Abu Dhabi, United Arab Emirates

March 2017 - Present

• 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.

Company industry:
Primary, Prep, & Secondary School
Job role:
Support Services

Senior Customer Service & Investment advisor

January 2012 - March 2017

National Bank of Abu Dhabi

Abu Dhabi, United Arab Emirates

January 2012 - 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.

Company industry:
Banking
Job role:
Customer Service and Call Center

Client and Services Specialist

June 2010 - December 2011

Housing Bank for Trade and Finance

Amman, Jordan

June 2010 - 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.

Company industry:
Banking
Job role:
Sales

Client Service officer

February 2009 - June 2010

YES Investmen L.L.C

Amman, Jordan

February 2009 - 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.

Company industry:
Financial Services
Job role:
Customer Service and Call Center

Education

Applied Science University

October 2010

October 2010

Bachelor's degree, Management Information Systems (MIS)

Jordan

Faculty of Business Administration & Information Technology
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Skills

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

Languages

Arabic
Expert
English
Expert

Training and Certifications

Training
Introduction to Foreign Exchange
YES Investment
Feb 2009
FOREX Market
YES Investment
Apr 2009
Anti-Money Laundering and Compliance
NBAD Academy
Nov 2014
Branch Standards & Service Quality
NBAD Academy
Dec 2013
Creative Problem Solving
NBAD Academy
Jun 2013