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

Yazeed Al-Okaili

Regional Team Leader, Treasury Corporate Sales

Al-Rajhi Bank

Lieu
Arabie Saoudite - Riyad
Éducation
Master, MSc Investment and Finance
Expérience
13 years, 7 Mois

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Expériences professionnelles

Total des années d'expérience :13 years, 7 Mois

Regional Team Leader, Treasury Corporate Sales à Al-Rajhi Bank
  • Arabie Saoudite - Riyad
  • Je travaille ici depuis août 2015

• 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.

Treasury Corporate Sales Dealer à Al-Rajhi Bank
  • Arabie Saoudite - Riyad
  • juin 2013 à juillet 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

Officer- Customer Service à Samba Financial Group
  • Arabie Saoudite - Riyad
  • juillet 2005 à mars 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.

Éducation

Master, MSc Investment and Finance
  • à Middlesex University
  • décembre 2012

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.

Baccalauréat, Accounting and Finance
  • à Anglia Ruskin University
  • juillet 2011

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

Diplôme, Business Management (International) Certificate
  • à Anglia Ruskin University
  • juillet 2009

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

Diplôme, Financial Management
  • à King Saud University
  • juillet 2007

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

Diplôme, Network & Maintenance
  • à New Horizon Computer Learning, Saudi Arabia - Riyadh
  • décembre 2005

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

Specialties & Skills

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

Langues

Arabe
Expert
Anglais
Expert

Adhésions

European Business Association Cambridge
  • Active member
  • September 2008

Formation et Diplômes

Selling skills (Certificat)
Date de la formation:
July 2006
Valide jusqu'à:
July 2006