زياد يحيى, Relationship Manager

زياد يحيى

Relationship Manager

Standard Chartered Bank

البلد
لبنان - بيروت
التعليم
دبلوم, Global Wealth Management
الخبرات
7 years, 3 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :7 years, 3 أشهر

Relationship Manager في Standard Chartered Bank
  • قطر - الدوحة
  • مايو 2011 إلى ديسمبر 2011

• Addressed the client needs, built financial plans while striving to outperform and exceed profitability and revenues.
• Striving to deliver the Client Satisfaction - Established the vision and strategy of the account plans
• Ensured that the account plan aligned with the client objectives and interests in order to exceed the client’s expectations
• Recognized opportunities for account growth, then articulate the value proposition and ensured the implementation across the platform
• Managing the financial aspects of the account to ensure plan is met or exceeded in both growth and profitability
• Client Focused, dedicated to exceeding client expectations
• Customer care skills, maintaining effective relationships with customers to gain their trust and respect

Personal Banking Officer ( Affluent Retail Banking) في International Bank Of Qatar ( IBQ)
  • قطر - الدوحة
  • سبتمبر 2006 إلى أبريل 2011

• Key Relationship management and business development. Performs tasks such as opening accounts, credit cards, personal and vehicle loans, deposits and investments.
• Provide a unique and personalized customer service to clients and deepening relation with clients.
• Sources prospects and develops new customer relationships by selling appropriate bank products and services to those prospects and clients and identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals.
• Manage portfolios of small business commercial customers within an assigned branch market, focusing on increasing product penetration, profitability and customer satisfaction and economic profit.

* handled multi-task level of responsibilities while replacing a Retail Credit Officer.
• June 2007 since having a previous experience.
* Acting Branch Manager of C-Ring Road Branch for two Months
• October 2008 till November 2008,
• April 2009 till May 2009.

Recovery Officer في MashreqBank
  • قطر - الدوحة
  • أكتوبر 2004 إلى سبتمبر 2006

• Follow up delinquent loans, credit cards, and ROD limits and control the net flow accounts.
• Skip tracing the delinquent customers internally and externally.
• Coordinate with collection agencies to locate delinquent customers in their home country.
• Approve some of banking facilities such as loans installments postponements and over draft applications etc.
• Follow up civil and criminal law suits with external lawyer and issue legal notices through the notary public.
• Institute criminal complaints with police and public prosecutors...

الخلفية التعليمية

دبلوم, Global Wealth Management
  • في Standard Chartered Bank
  • يوليو 2011

Global Weath Management Certification.

دبلوم, Registered Financial Specialist
  • في American Academy Of Financial Management
  • أكتوبر 2008

Wealth Management and Investment Advisory.

بكالوريوس,
  • في Lebanese University( Faculty of Law & Political Scineces
  • يوليو 2002

Specialties & Skills

Identifying New Business Opportunities
Bank Relationship Management
Private Wealth Management
Problem Solving
Branch Banking
Computer Skills, Negotiation Skills, Problem Solving, Excellent Communication Skills.

اللغات

الانجليزية
متمرّس

العضويات

American Acamdemy of Financial Management
  • Registered Finanacial Specialist
  • October 2008

التدريب و الشهادات

Registered Financial Specialist (الشهادة)
تاريخ الدورة:
October 2008
صالحة لغاية:
October 2008
Global Wealth Management (الشهادة)
تاريخ الدورة:
June 2011
صالحة لغاية:
July 2011