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Yazeed Al-Okaili, Regional Team Leader, Treasury Corporate Sales

Yazeed Al-Okaili

Regional Team Leader, Treasury Corporate Sales·Al-Rajhi Bank

Saudi Arabia

Master's degree, MSc Investment and Finance

Work experience

Total years of experience: 15 years, 9 months

Regional Team Leader, Treasury Corporate Sales

August 2015 - Present

Al-Rajhi Bank

Riyadh, Saudi Arabia

August 2015 - Present

• Produce regional sales plan designed to deliver the Annual treasury corporate Sales strategy.
• Supervise the daily activities of the Treasury sales team ensuring that agreed targets are achieved, and participate in Regional Leadership Team meetings.
• Guide and manage staff within the relevant Region and retrain team members as necessary.
• Arrange and attend regular client meetings.
• Assist the Regional Sales Manager as required.

Company industry:
Banking
Job role:
Sales

Treasury Corporate Sales Dealer

June 2013 - July 2015

Al-Rajhi Bank

Riyadh, Saudi Arabia

June 2013 - July 2015

• Provide daily foreign exchange prices of over 40 currencies, buying and selling for spot delivery against the Saudi Riyal and other currencies to meet the growing demand of corporate clients.
• Support other business groups in the bank by providing prices in all money market and foreign exchange products to facilitate customer activities.
• Performing Islamic direct investments structured using the global commodity markets.
• Managing daily customer retention by visiting clients to update, or review various items as needed for Investor Relations. And, identify opportunities to promote treasury products to prospective customers.
• Provide advisory services to existing and prospective customers on hedging exposures and, in turn, offering attractive Sharia compliant treasury products across money and commodity market

Company industry:
Banking
Job role:
Accounting and Auditing

Officer- Customer Service

July 2005 - March 2008

Samba Financial Group

Riyadh, Saudi Arabia

July 2005 - March 2008

Customer Service, Samba Financial Group, Saudi Arabia - Riyadh (01/07/2005 to 29/02/2008) Worked as a customer service representative in a Saudi leader bank relocated in different departments including: Sales, Customer care and IPO department.

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

Education

Middlesex University

December 2012

December 2012

Master's degree, MSc Investment and Finance

United Kingdom

GPA (point): 2.1 out of 4

GPA (point): 2.1 out of 4

MSc holder, the master course consists the following modules Financial risk management Modern portfolio management Financial theory Financial modelling (Econometrics) Postgraduate Dissertation: Investigated Evaluation of IPOs in Saudi stock market Underpricing and long-term performance.

Anglia Ruskin University

July 2011

July 2011

Bachelor's degree, Accounting and Finance

United Kingdom

I have successfully awarded the BA degree in accounting and finance, Lower second class honour, I gained an excellent marks in certain modules in finance,accounting, auditing and financial reporting
View attachment

Anglia Ruskin University

July 2009

July 2009

Diploma, Business Management (International) Certificate

United Kingdom

GPA (percentage): 67%

GPA (percentage): 67%

Have been awarded a certificate of higher education in an approved program in Business Management (One year)duration

King Saud University

July 2007

July 2007

Diploma, Financial Management

Saudi Arabia

GPA (point): 2.76 out of 5

GPA (point): 2.76 out of 5

Awarded an Associate Degree in the field of: Finance Management (Community college in Riyadh) King Saud University (Two academic Years).

New Horizon Computer Learning, Saudi Arabia - Riyadh

December 2005

December 2005

Diploma, Network & Maintenance

Saudi Arabia

GPA (percentage): 72%

GPA (percentage): 72%

Successfully completing the requirements for the Microsoft support specialist Diploma in Networking and Maintenance with classification of +Good

Skills

Risk Analysis
Expert
Risk Analysis
Expert
Corporate Finance
Expert
Corporate Finance
Expert
Investment Banking
Expert
Investment Banking
Expert
Investment Advisory
Expert
Investment Advisory
Expert
Financial Advisory
Expert
Financial Advisory
Expert
Computer skills
Expert
Computer skills
Expert
Good communication skills
Expert
Good communication skills
Expert
Financial Modelling
Intermediate
Financial Modelling
Intermediate
Financial Analysis
Intermediate
Financial Analysis
Intermediate
Keen listener
Intermediate
Keen listener
Intermediate
Accounting
Intermediate
Accounting
Intermediate
Risk Management
Intermediate
Risk Management
Intermediate
Risk Analysis
Expert
Risk Analysis
Expert
Corporate Finance
Expert
Corporate Finance
Expert
Investment Banking
Expert
Investment Banking
Expert
Investment Advisory
Expert
Investment Advisory
Expert
Financial Advisory
Expert
Financial Advisory
Expert

Languages

Arabic

Expert

English

Expert

Memberships

European Business Association Cambridge

Active member

September 2008

Training and Certifications

Certifications
Selling skills
Centre of Banking & Finance Samba Financial Group
Jul 2006 - Jul 2006