ANGELA RENY RODRIGUEZ
Dubai
Summary
Accomplished Relationship Manager & Banking Professional offering over 15 years of extensive experience building and maintaining client relationships in the banking industry.
Organized and dependable professional successful at managing multiple tasks with a positive attitude. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
1
1
Certification
Work History
EMPLOYEE BANKING ADVISOR
HSBC Bank Middle East
04.2019 - Current
- Generate new business opportunities by building long term relationships with "KEY Contacts" in large corporations under the individual portfolio to expand and acquire new Premier and HNWI clients.
- Discover new business opportunities to promote revenue growth by exploring opportunities in new markets or partnerships that could boost business growth
- Working knowledge of KYC/Compliance/AML procedures and standards for diverse types pf clients.
- Built and managed rapport with clients to ensure optimum customer acquisition , retention and income generation through timely follow-ups and proactive communication.
- Increase client satisfaction by providing personalized banking solution and financial advice.
- Support other cross line businesses and liaise with other Departments across the globe.
RETAIL BANKING EXECUTIVE
Emirates NBD Bank
01.2017 - 04.2019
SALES EXECUTIVE
Majid Al Futtaim - NAJM Cards
05.2016 - 01.2017
RELATIONSHIP OFFICER
Mashreq Bank -SME
04.2015 - 11.2015
ASSISTANT MANAGER - CORPORATE FINANCE
Development Bank Of The Philippines (GOVERNMENT)
06.2011 - 03.2015
- Researched and identified new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services or new ways of reaching existing markets.
- Built and managed rapport with Corporate clients to ensure optimum customer acquisition, retention and income generation from Loans, Cash Management, Trade and Treasury Products (i.e., Deposits, LC, FX).
- Handled onboarding of Corporate clients, review of Legal Contracts and Agreements, documentation and loan disbursement.
- Evaluated/analyzed FInancial Statements, Industry Feasibility Studies, Appraisal reports, technical report and income projections of large Conglomerates in diverse industries (i.e., construction, energy, banking, F&B, logistics, others)
- Experience in conducting risk assessment on various Corporate Structures and review of company documents to ensure that AML checks and controls are in place
- Effectively coach , mentor and supervise Relationship Associates assigned to the team.
- Enhance client relationships through partnering with the The Capital Markets and Investment Banking Group for Bond issuance and Syndication.
EXECUTIVE ADMINISTRATIVE ASSISTANT, CREDIT POLICY
Development Bank Of The Philippines (GOVERNMENT)
02.2010 - 06.2011
- Managed budgets and expenses, maintaining financial records for accurate reporting and analysis.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Attended the Credit Committee meetings in order take and prepare the Minutes of the Meeting.
- Organized travel arrangements, ensuring smooth transitions for executives during business trips.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Assisted in the development of presentations, effectively conveying crucial information to stakeholders.
- Handled confidential and sensitive information with discretion and tact.
CLIENT SOLUTION SPECIALIST
JP Morgan Chase Bank NA
04.2009 - 02.2010
- Handled complex and large volume requests of Corporate Clients on wire transfer and electronic fund transfer.
- Prepared SWIFT messages for wire transfer.
Education
Bachelor of Science - Commerce Major in Economics
UNIVERSITY OF SANTO TOMAS (UST)
Manila, Philippines03.2009
Skills
- Prospecting
- Lead Generation
- Adaptability
- Customer Focus
- Data Analytics
- Strategic Planning
- Excellent Written and Oral Communication Skills
- Strong Organizational Skills
- Operational Excellence
- Financial Analysis
- Industry and Market Analysis
- Project Management
- Problem identification and solving skills
- MIS skills
- Client Relationship Management
- Managerial and Supervisory Skills
Certification
- ACAMS (Certified Anti-Money Laundering Specialist) Course
Zabeel Institute, UAE - June 2023
- CISI Level 3 Award in Introduction to Securities and Investment (International)
The Chartered Institute for Securities & Investment (The CISI) - December 2018
PASS with MERIT
Accomplishments
- Awarded as Best New Relationship Officer in Mashreq , Qatar by achieving 344% o f KPI (2015).
- MANAGEMENT ASSOCIATES PROGRAM - DBP, MAKATI, PHILIPPINES -June 2012 • Recognized for attaining superior overall grade in the DBP Management Associates Program, TOP 2
Timeline
EMPLOYEE BANKING ADVISOR
HSBC Bank Middle East
04.2019 - Current
RETAIL BANKING EXECUTIVE
Emirates NBD Bank
01.2017 - 04.2019
SALES EXECUTIVE
Majid Al Futtaim - NAJM Cards
05.2016 - 01.2017
RELATIONSHIP OFFICER
Mashreq Bank -SME
04.2015 - 11.2015
ASSISTANT MANAGER - CORPORATE FINANCE
Development Bank Of The Philippines (GOVERNMENT)
06.2011 - 03.2015
EXECUTIVE ADMINISTRATIVE ASSISTANT, CREDIT POLICY
Development Bank Of The Philippines (GOVERNMENT)
02.2010 - 06.2011
CLIENT SOLUTION SPECIALIST
JP Morgan Chase Bank NA
04.2009 - 02.2010
Bachelor of Science - Commerce Major in Economics
UNIVERSITY OF SANTO TOMAS (UST)
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