CAREER SUMMARY I have extensive in-depth experience of the entire banking industry. Possessing a huge range of abilities from providing support and leadership and being able to successfully sell both credit and products of a bank. Having a proven record of contributing to the profitability of previous employers by generating income and revenue growth. I am now looking forward for making a significant contribution to a financial institution that offers a genuine opportunity for progression.
Overview
2
2
Languages
1
1
Certification
5
5
years of post-secondary education
13
13
years of professional experience
Work History
Business Manager- Equity Derivatives
Treasury and Capital Markets Bank of Syria and Overseas
Syria
04.2018 - 05.2021
Tasks Included:.
Led company to successful product launch and growth by developing initial product roadmap and go-to-market strategy.
Monitor Treasury Operation Department and ensure prompt settlement of transactions concluded by Treasury, Investment Department, International Banking Division and Private banking.
Enhanced and redefined organizational structure to maintain company's competitive edge across territories.
Spearheaded overhaul of company best practices to significantly increase staff retention rates.
Ensure error-free processing to avoid loss to the bank.
Managing the banks’ investment portfolio worth of 5M USD.
Managing High Net Worth customers.
Acquire new customers and service existing relationships to achieve set revenue targets.
Achieving the Business targets assigned in terms of cross selling and upgrading the (HNWI) relationships.
Profiling Customers and provide solutions to meet their financial needs.
Independently handle the structuring, development and implementation of investment management products through private placements and mass offerings to achieve profit objectives.
Providing Investment Advise & Financial planning on Equity and Derivatives.
Achieve the product rollout-plan to include specific Islamic investment offerings and principal guaranteed structures across all asset classes.
Prepare term sheets and legal documentation for private placements and mass offerings.
Assist in developing and maintaining all operating and dealing procedures related to the business and insure timely revisions.
Assist supervisor in implementing product solutions and proactively managing balance sheet usage.
Assist in managing the risks associated with the business in accordance with guidelines and Central Bank regulations and review guidelines.
Assist in achieving and delivering mandated tasks and revenue objectives.
Assist in managing relationships with counterparties with the objectives of diversification and strengthening existing base.
Handle all product reporting requirements and providing market analysis and feedback.
Develop ability in breaking down and pricing complex derivative structures.
Conduct market research and scan universe to evaluate investment product / ideas.
Maintain and develop investment product database across asset classes.
Created plans and communicated deadlines to ensure projects were completed on time.
Associate Equity Derivatives
Treasury and Capital Markets Mashreq Bank
Dubai, United Arab Emirates
07.2010 - 10.2013
Tasks Included:.
Manage all aspects of portfolios including index changes, corporate actions, and client activity; ensure that portfolios track within performance expectations.
Apply quantitative techniques and models, coupled with specific market knowledge, to portfolio construction and risk budgeting.
Use various investment vehicles and trading strategies to meet a desired investment objective.
Attribute fund performance and refine ways to minimize underperformance and maximize outperformance relative to the benchmark.
Proactively contribute to overall product profitability through revenue opportunities and systems and investment process enhancements.
Provide analytical and qualitative support in alpha research, new product development, and client needs.
Support management and client-facing groups in research.
Daily P&L production and reporting.
Analyzing and reporting new trades.
Personal Banking Advisor
Mashreq Bank
Dubai, United Arab Emirates
11.2007 - 06.2010
Tasks Included:.
Dealing with wide range of bank’s products like accounts (current and saving accounts), loans (personal, car, mortgage loans and loans against shares), SME accounts, credit cards and margin account.
Interact with customers to understand their needs towards Banking products and equities market (DFM, ADX and Nasdaq Dubai).
Provide excellent customer service to achieve customer loyalty.
Resolve problems on the spot.
Clarify and explain procedures and products.
Dealing with the gold customers with high liabilities in the gold department.
Successfully retained existing clients by offering outstanding customer service.
Cross selling of Mashreq bank products and services to non-accounts holders refer to business leads to line staff.
Achieving the monthly targets in selling the bank’s products.
Extra responsibility for upgrade and lunch Mashreq Securities Online System.
Education
Bachelor of Science - Economics, Accounting
Tishreen University
09.2002 - 04.2007
Skills
Cash and Equity portfolios managementundefined
Accomplishments
Used Microsoft Excel to develop inventory tracking spreadsheets.
Resolved product issue through consumer testing.
Collaborated with team in the development of Mashreq Securities website.
Software
The Bloomberg Terminal
Equity Trading
Microsoft 365
Certification
Certified [CEO Club], [Mashreq Bank] - [2015]
Timeline
Business Manager- Equity Derivatives
Treasury and Capital Markets Bank of Syria and Overseas