Aziz Ahmed

Head hunted From UK.

• Managed and grew HNW client portfolios across the region and global, building strong ties with leading financial institutions in UAE.
• Delivered bespoke financial solutions, driving portfolio optimisation and cross-selling to increase client value.
• Trained and mentored BDMs and junior advisers in prospecting, outreach, and time management, boosting team performance.
• Represented the firm at high-profile networking events, expanding client base and international referrals.

• Worked remotely to support clients with their lending needs and provided guidance to those experiencing financial difficulties. Played a key role in enhancing the performance of remote call centre staff through targeted training and coaching.
• Key Responsibilities:
• Advised clients on a range of lending solutions, including restructuring and repayment strategies during financial hardship.
• Delivered remote training sessions to call centre teams, focusing on effective communication, needs-based selling, and cross-selling of lending products.
• Supported staff in building confidence and compliance in customer interactions, ensuring high service standards and regulatory alignment.
• Contributed to improving customer satisfaction and team performance through consistent coaching and process improvements.

• Managed 450+ HNW clients, delivering 40% of Barclays Private Bank’s annual referral target with top national retention.
• Drove 15%+ quarterly wallet growth (20% above national average) and acquired 5 new accounts weekly (vs. 2 national).
• Project managed £7.7bn Bounce Back Loan scheme and introduced “Text Contact Call Back” system (rolled out UK-wide, #1 nationally).
• Launched Online Investment platform across 13 branches (+150% output, national #1).

• Supported leadership and team development across high-traffic flagship branches.
• Drove Hanover Square branch to #1 locally and top B5 nationally.
• Coached Oxford Circus team to #1 national ranking in Trading Period 3.
• Built team capability through sales coaching and performance-driven culture.
• Enhanced local market presence by developing strong external relationships and community engagement initiatives to maximise marketing opportunities and attract new business.

• Supported branch leadership and team development across high-traffic central London locations, contributing to exceptional sales performance and national recognition.
• Key Achievements & Responsibilities:
• Played a pivotal role in leading the Hanover Square branch to the #1 position in local area rankings, securing its status as one of the top B5 branches nationally.
• Coached and developed Personal Bankers at Oxford Circus, driving improved sales performance and helping the team achieve the #1 national ranking during Trading Period 3.
• Focused on team capability building, sales coaching, and creating a performance-driven environment that delivered consistent results.

• Achieved full annual sales target within six months.
• Supported colleagues in meeting individual goals while developing towards Assistant Branch Manager responsibilities.

• Facilitated open communication channels across all levels of the organisation, promoting teamwork and collaboration.
• Maintained high-quality products through rigorous quality control measures, boosting brand reputation in the market.
• Built strong relationships with suppliers, resulting in improved supply chain efficiency.

• Resolved customer complaints swiftly, ensuring high levels of customer satisfaction.
• Collaborated with the marketing team to create effective promotional materials.
• Participated in weekly sales meetings to discuss targets, strategy, and performance updates.

• Supervised team of cashiers, upheld high standards of professionalism.
• Maintained clean and organised work area for efficient operation.
• Balanced cash registers, maintained accurate financial records.