Ahmed Elshazly
Dubai,UAE
Summary
Dynamic Senior Relationship Manager specializing in Wealth Management, with 13 years of success serving Institutions, UHNWI, HNWI, and affluent clients across the UAE. Proven ability to understand complex financial profiles and deliver tailored wealth solutions including advisory mandates, investment products, Privet Placements Transactions, Sukuk, Wakala Deposits, structured Notes, and portfolio diversification strategies. Expert in client acquisition, portfolio growth, cross-selling, and strategic revenue generation, consistently achieving top-tier performance and exceeding AUM and Revenue targets. Strong proficiency in financial analytics, risk assessment, and regulatory compliance (DFSA/SCA/CBUAE standards), ensuring disciplined governance while maximizing opportunities. Committed to delivering a premium client experience, deepening long-term relationships, and contributing to the sustainable growth.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work history
Director - Private & Institutional Banking
Mada Capital
Duabi, UAE
2025.12 - Current
- Developed robust investment strategies to meet UHNWI, HNWI financial goals.
- Promoted new products and services based on client needs.
- Maintained long-lasting client relationships by providing superior customer service for Corporates and UHNWI, HNWI.
- Cultivated a deep understanding of each client's financial objectives through regular one-on-one meetings.
- Identified potential clients for business expansion through diligent networking efforts.
- Delivered comprehensive portfolio reports to clients, kept them updated on their investments performance.
- Leveraged extensive industry knowledge for delivering tailored financial advice to clients.
- Strengthened client trust for increased loyalty through consistent and transparent communication.
- Prioritised client confidentiality in all dealings, enhanced trust and loyalty amongst clientele.
- Managed high-value accounts to protect and grow clients' wealth.
- Ensured regulatory compliance in all transactions, ensured smooth operations.
- Built strong rapport with clients by conducting regular review meetings.
- Exceeded established sales metrics, promoting sales of high-value financial products and services.
- Managed long-term customer relationships to increase revenue.
- Achieved revenue growth by adopting needs-based approach, engaging clients and securing new business opportunities.
Vice President Investment
Alkhair Capital Dubai - LTD
Dubai, UAE
2024.05 - 2025.11
- To work closely with the Head of Strategy and Sales to ensure proper market average.
- To monitor and analyses client’s satisfaction and feedback and to take the appropriate action and address concerns they may have.
- To have an existing client book of high-net-worth individuals who are active investors in fixed income with AUM’s of USD 1M and above with a targeted revenue of USD 2M+.
- To have the ability to convert their book AUM’s to ACDL within a target space. Identify and develop active pipeline of prospective clients to drive new business for Alkhair Capital.
- Identify and pursue new business opportunities in targeted markets and establish strategic relations with key decision makers.
- Meet potential clients, understand their business needs/aspirations in the context to ACD offering.
- Help in raising funds for investment through clients into available company products and different asset class.
- Seek out and source new clients by developing networks and independently identifying and developing relevant resources for sales and business development.
- Map out the Regional Opportunities and Potential Collaboration with other players in the market.
- Support in Building Alkhair Capital’s activities in debt Market.
- Establish and Manage client relationship, with the goal to raise new funds and achieve new targets for investments from Ultra High Net-Worth clients, Family offices, corporate, and institutional clients
Senior Corporate Relationship Manager
Deem Finance
Dubai
2022.03 - 2024.04
- Creating development plans and forecasting sales targets and growth projections.
- Identifying market opportunities through Client’s Book, meetings, networking and other channels.
- Meeting existing and potential clients and building positive relationships.
- Identifies trendsetter ideas by researching industry and related events, publications, and announcements.
- Understanding clients’ business and financial needs and the availability to match that with the products/solutions to meet the needs.
- Working closely with marketing and other channels for lead generation, relentlessly following up and closing out leads.
- Capability of managing relationship with UHNWl, HNWI, Corporates
- Proprietor and should have good knowledge of the SME space in the UAE market.
- Ability to identify SME corridors in UAE and work on the prospects to raise deposits and offer financial solutions.
- Taking care of all the regulatory requirements and working within the compliance framework of the organization.
- Identify opportunities to cross sell other Deem products and develop investment product knowledge to strengthen the sales efforts.
- Negotiate with clients to book profitable deals for the Deem
Relationship Manager
National Bonds Corporation
Dubai
2020.02 - 2022.01
- Managing HNWI Portfolio.
- Grow AUM of Portfolio.
- Managing 150 Accounts worth of 250M AED.
- Maintain The redemption and cash flow and keep it balanced all the time.
- Acquiring new clients to the portfolio on monthly basis.
- Handling all their requests on spot with high efficiency manner.
- Attract new customers by encouraging them to refer their friends and family members and call new leads through channels referrals, campaigns.
- Keep the Clients all the time posted with the updates regarding their account and performance.
- Build awareness amongst the public through mediums such as events, campaigns, forums, telephone calls etc. on saving money for future benefits in order to support changing savings behavior of a culture.
- Sell more of current products/services to existing customers. Take down client’s details such as current income, expenses, insurance coverage, cash flow, financial objectives, risk tolerance, or other information needed over the telephone in order to develop a basic financial plan for the client and recommend to them suitable schemes to put their money in.
- Understand the expectation of the job and remain abreast of new developments in the market.
Customer Advisor
National Bonds Corporation
Dubai
2014.10 - 2020.01
- Customer Delight
- Attract new customers by encouraging them to refer their friends and family members and call new leads through channels referrals, campaigns.
- Highlight the value-added benefits and prepare/send proposals based on the financial planning and analysis conducted to the customer, in order to sell services that address their needs.
- Manage client portfolios and call them periodically to determine any changes in their financial status, keeping their plans up-to-date and advising them accordingly on changes in savings strategy.
- Keep/retain current customers and improve customer loyalty by cross/up selling third party products suitably packaged to existing customers over the telephone and advise on beneficial schemes in order to give the convenience to the customer of saving and investing with National Bonds.
- Sell more of current products/services to existing customers. Take down client’s details such as current income, expenses, insurance coverage, cash flow, financial objectives, risk tolerance, or other information needed over the telephone in order to develop a basic financial plan for the client and recommend to them suitable schemes to put their money in.
- Advise clients on safe investments, the typical amount of money to invest in National Bonds, the frequency of savings and the type of product over the telephone, based on the financial planning conducted for them in order to facilitate achievement of the client’s short-, medium- and long-term goals and objectives.
- Improve customer experience, customer satisfaction and resolve complaints by responding to client’s queries regarding the current schemes, plans, additional services or any other query over the telephone.
- Ensure timely resolution of the query at the customer’s convenience. Escalate to the Team Leader whenever necessary in order to ensure timely resolution of complaints thus enabling customer satisfaction.
- Improve the profitability of customers by selling the right product for the right reason and maintain the customer relationship to improve profitability.
- Build awareness amongst the public through mediums such as events, campaigns, forums, telephone calls etc. on saving money for future benefits in order to support changing savings behavior of a culture.
- Record names, addresses, purchases and reactions of prospects contacted on CRM in order to follow standard documentation protocols and enable ease of use and accessibility of these records when needed.
- Maintain high level of calls and service quality by correctly and efficiently positioning the products USP and NBC value proposition to retain customers.
- Perform all the required systems development, tasks such as After Call SET-PIN in order to enhance overall customer experience, service level and future response time.
- Understand the expectation of the job and remain abreast of new developments in the market.
- Educate customers on WEB usage and communicate PIN or check WEB/PIN usage on each customer call, which helps in reducing traffic of calls and promotes NBC’s E-channels.
Technical Support Team Leader
WE, Telecom Egypt
Cairo
2012.06 - 2014.12
- To delegate appropriate tasks in an effective manner.
- To delegate appropriate tasks in an effective manner.
- To provide performance incentives and rewards.
- To use tools (e.g., data bases, spread sheets) to manage data and to allow for analysis.
- To manage call volumes, e.g., peak times.
- To be resourceful in finding information considering industry trends and historical data.
- To provide timely notification to management of negative trends, urgency of issue, or extent of required follow up.
- To determine if problem requires action from a higher level of authority.
- To conduct team meetings.
- To determine outcomes for poor performance.
- To monitor progress of agent’s performance objectives.
- To track and monitor call center performance.
- To handle escalated inquiries to customer’s satisfaction.
- To represent the technical support center to internal and external customers.
- To ensure exemplary customer satisfaction process.
Quality Assurance Specialist
WE, Telecom Egypt
Cairo
2010.10 - 2012.06
- To monitor different types of TE Data Transactions; Voice and non-voice transactions.
- To develop and implement quality assurance practices and procedures.
- To monitor the call center agent’s performance over the phone according to the monthly statistical sample size.
- To provide detailed, clear and professional performance feedback.
- To track and report the most common problems in order to take corrective actions.
- To provide feedback to call center team leaders.
- To attend and pass a periodical assessment for measuring specialist qualification, knowledge, customer service and QA to be qualified for calibration Approach.
- To measure the rate of customer satisfaction.
- To measure the response time of other parties involved in the support cycle.
Education
B.A. - Business Administration
The Higher Institute of Cooperative and Managerial Studies
Cairo, EgyptFundamental of Islamic banking and finance [#653942]
CISI
2021.09 - 2026.05
Skills
- Analytical Thinking
- Result Oriented
- Excellent Communication, Team Player
- Ambitious, Dedication, Resilience
- Accuracy, Practical, Insightful
Timeline
Director - Private & Institutional Banking
Mada Capital
2025.12 - Current
Vice President Investment
Alkhair Capital Dubai - LTD
2024.05 - 2025.11
Senior Corporate Relationship Manager
Deem Finance
2022.03 - 2024.04
Fundamental of Islamic banking and finance [#653942]
CISI
2021.09 - 2026.05
Relationship Manager
National Bonds Corporation
2020.02 - 2022.01
Customer Advisor
National Bonds Corporation
2014.10 - 2020.01
Technical Support Team Leader
WE, Telecom Egypt
2012.06 - 2014.12
Quality Assurance Specialist
WE, Telecom Egypt
2010.10 - 2012.06
B.A. - Business Administration
The Higher Institute of Cooperative and Managerial Studies