ICDL
AHMED GOUDA
PRIVATE BANKING
Abu Dhabi,AUH
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 15 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
15
15
years of professional experience
22
22
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Relationship Manager-Private Banking
Dubai Islamic Bank
Abu Dhabi
04.2017 - Current
- Achieve financial targets committed as well as non-financial deliverables.
- Monitor market and competitors' activities to ensure opportunities for new customer acquisitions and enhanced market share in wealth segment.
- To ensure portfolio is not concentrated on few relationships and diversification is evaluated with Area Head on monthly basis.
- Managing AUM of USD 150M and holding Portfolio of USD 250M.
- Developed and maintained courteous and effective working relationships.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Participated in team-building activities to enhance working relationships.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Exceeded goals through effective task prioritization and great work ethics.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Adhered to social distancing protocols and wore mask or face shield.
Senior Relationship Manager – Priority Banking
Noor Bank
Abu Dhabi
05.2016 - 03.2017
- Managing financial targets committed by managing over 50 client's call per day as well as non-financial deliverables.
- New relationships and diversification strategy is evaluated with Area Head on monthly basis.
- Maintain portfolios' for WM clients & review the same regularly with Area Head/HOW on a quarterly basis.
- Execute customer instructions & resolve customer queries/ complaints in timely and professional manner.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
Team Leader – Priority Banking
Emirates Islamic Bank
Abu Dhabi
06.2015 - 05.2016
- Prepared variety of different written communications, reports and documents.
- Managing Team of 5 relationship executives covering Abu Dhabi and Al Ain.
- Achieved 150% increase in sales revenue of Main Branch in 3rd quarter with AUM 50M AED.
- Reported Directly to Head Of Distribution (Branches and Sales).
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Sales & Service Manager (Deputy Branch Manager)
Al Hilal Bank
Abu Dhabi
05.2008 - 04.2015
- Grew sales by 200% and boosted profits, applying proactive management strategies and enhancing sales training across region.
- Managing customer service, sales, operations, branch staff and Teller area.
- Provides staff supervision, Training, coaching and mentoring to promote service and sales culture.
- Building team spirit and promoting exceptional staff and customer relations.
- Responsible for reviewing of all wealth management processes with Area Head to enhance segment numbers.
- To conduct regular review of potential business and profitability of portfolio. To ensure proper and timely review and renewal of all financing facilities.
- Ensure all internal reporting is completed in timely manner (Sales, compliance, audit, risk, credit etc.)
- To acquire and maintain Portfolio of High Net and Ultra high net Individuals.
- Collate statistics for management reporting (e.g. Sales volumes and service standards etc.).
Assistant Team Leader
Mashreq Bank
Abu Dhabi
03.2007 - 04.2008
- Awarded as Best comer for 2007 in Mashreq Bank after 6 month of joining.
- Interacting with clients and assisting them with options for choosing appropriate vehicle.
- Meeting all assigned targets within given deadlines.
- Working in tandem with standard operating procedures.
- Following all orders as assigned by sales manager.
- Following up with potential clients “ Salaried, Self-employed ”.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Worked with customers to understand needs and provide excellent service.
- Carried out day-to-day duties accurately and efficiently.
- Exceeded goals through effective task prioritization and great work ethics.
- Worked flexible hours across night, weekend and holiday shifts.
Education
Bachelor of Commerce - Accounting
Ain Shams University
Egypt 09.2000 - Current
Skills
Banking document preparation
Investment banking services
Banking products knowledge
Investment banking
Consumer banking
Excellent Communication
New relationship acquisition
Budget forecasting
Revenue Generation
Sales professional
Financial analysis and reporting
Strategic and financial planning
Relationship building and management
Compliance, banking laws and regulations
Banking product sales
Consumer banking
Accomplishments
- Successfully managing portfolio of USD 150M with annual increment USD 34M in DIB with diversified client base of UAE, GCC and MENA VHNWI & UHNWI.
- Successfully finished all assigned courses and certificate of wealth and private banking in DIB.
- Elevating Segment performance by achieving 150% of the assigned Target in 2015 with Emirates Islamic Bank .
- Ranked 1st for Q1 & Q2 in Funds & Bancassurance and rewarded for best performance for Q2 in Long Term Deposits 2014 – (Al Hilal Bank) .
- Lead assigned Branch to be ranked as 2nd among Bank Network and got rewarded and appreciated as one of the key performers since bank inception with major salary increment in 2013 – (Al Hilal Bank).
- Nominated and assigned in 2012 to be one of the key person in the project of “ eGrab ” – the F irst Mobile Banking in the world with such concept; where its concept based on healthy environment as the bus works with electricity and provide bank customers wherever they go with full services like: opening instant accounts, getting instant ATM card and Chq book, Deposit, Withdraw, Apply for finance facilities,…etc – (Al Hilal Bank).
- Got P romoted from SSE (Sales & Service Executive) to SSM (Sales & Service Manager) in 2012 in MALL Branch (Main Branch-“The ICON Branch in Al Hilal Bank and Retail Department”) with Outstanding Achievement – (Al Hilal Bank).
- Awarded as one of the key participant in Team Building Activity with Senior Management Level in Oct 2011 – (Al Hilal Bank).
- Awarded as Graduates from the “ Core Banking Program 2011” – (Al Hilal Bank).
- Awarded as one of the bank assets in May 2011 for completing 4 consecutive years in Al Hilal Bank with Best Performance – (Al Hilal Bank) .
- Certified as AML “Anti Money Laundry” and IS “Information Security” Expert – (Al Hilal Bank).
- Got P romoted from SSO (Sales & Service Officer) to SSE (Sales & Service Executive) in March 2010 with annual achievement 150% of the assigned target – (Al Hilal Bank).
- Awarded as Captain for assets for 2009 for the 1st mid of the year and ranked the 3rd across the bank network with annual achievement 154% of the assigned target .
- ( Captain of assets : is a medal of appreciation for an excellent achievement in sales) – (Al Hilal Bank).
- Awarded as the best comer for 2007 in Mashreq Bank with annual achievement 160% of the yearly target.
Software
MSCD
Certification
International Introduction to Securities and Investment
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It's fine to celebrate success but it is more important to heed the lessons of failure.
Bill Gates
Timeline
Risk in Financial Services
01-2020
UAE Rules and Regulations
01-2020
International Certificate in Wealth & Investment Management
05-2019
International Introduction to Securities and Investment
06-2017
Relationship Manager-Private Banking
Dubai Islamic Bank
04.2017 - Current
Senior Relationship Manager – Priority Banking
Noor Bank
05.2016 - 03.2017
Team Leader – Priority Banking
Emirates Islamic Bank
06.2015 - 05.2016
Sales & Service Manager (Deputy Branch Manager)
Al Hilal Bank
05.2008 - 04.2015
Assistant Team Leader
Mashreq Bank
03.2007 - 04.2008
Bachelor of Commerce - Accounting
Ain Shams University
09.2000 - Current