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Zaheer Abdul Azeez, Relationship Manager - Wealth Management

Zaheer Abdul Azeez

Relationship Manager - Wealth Management·rakbank

United Arab Emirates

Master's degree, Marketing & Business Strategy

Work experience

Total years of experience: 5 years, 8 months

Relationship Manager - Wealth Management

April 2013 - October 2013

rakbank

Dubai, United Arab Emirates

April 2013 - October 2013

Responsible for developing and maintaining relationships with the allotted and new clients.

Handling a full range of bank products such as trade finance, investment products etc.

Assist the Clients with day -to-day transaction

Understanding the client's risk appetite and advising him accordingly on the various investment options available to increase the portfolio.

Maximize bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth and lending opportunities

Company industry:
Banking
Job role:
Sales

Senior Consultant - Operations Department

October 2010 - February 2013

Sutherland Global Service

Other

October 2010 - February 2013

Assisting the Team Manger and Process manager in key functionalities of the Operations Department being involved in key roles and BAU (Business as Usual) activities and driving the team with the acquired experience to achieve the goals of the company.

New Product Development
Payment release
Liaison with various department in streamlining the OPS process to enhance the productivity.
Enhance team and Process capability.

Career Highlights
Ensured successful migration of systems & processes from client location (Amlak Finance Pjsc - UAE).

Conducted training and developed a team of associates to implement the process.

Mitigate risks & have an effective control on the process transition.

Management recognition for total control on all activities with very minimal error rate

Rewarded as star of the quarter reward from management

Company industry:
Financial Services
Job role:
Accounting and Auditing

Operations Executive

December 2007 - July 2010

Amlak finance pjsc

Dubai, United Arab Emirates

December 2007 - July 2010

Being part of one of the leading Islamic Finance company in the United Arab Emirates. Mentioned below were the various start up roles undertaken:

Repayment & Settlement Unit
Customer Service Officer- Contact Centre (Tele Sales)
Back Up resource for various units in the Operations department

Company industry:
Financial Services
Job role:
Support Services

Education

Manipal University

June 2012

June 2012

Master's degree, Marketing & Business Strategy

United Arab Emirates

MBA - Specialized in Marketing and Business Strategy from Manipal University, Dubai UAE BBA- The New College, Chennai, India The Indian High School- Dubai UAE (Higher Secondary Academics)

Skills

People Skills
Expert
People Skills
Expert
Expert
Expert
Sharp Observation
Expert
Sharp Observation
Expert
Marketing Skills
Expert
Marketing Skills
Expert
Smart Work
Expert
Smart Work
Expert
Management
Expert
Management
Expert
People Management & Strong Verbal and Written Communication & Presentations
Intermediate
People Management & Strong Verbal and Written Communication & Presentations
Intermediate
Negotiations , Risk Assesment & Team Direction
Intermediate
Negotiations , Risk Assesment & Team Direction
Intermediate
Team Management / Compliance / Product Deevelopment
Intermediate
Team Management / Compliance / Product Deevelopment
Intermediate
People Skills
Expert
People Skills
Expert
Expert
Expert
Sharp Observation
Expert
Sharp Observation
Expert
Marketing Skills
Expert
Marketing Skills
Expert
Smart Work
Expert
Smart Work
Expert
Management
Expert
Management
Expert

Languages

English

Expert

Hindi

Expert