Fatma Al Fardan
Portfolio & Performance Manager
Dubai
Summary
Dynamic and creative professional with a strong foundation in analytical and critical thinking. Demonstrates exceptional problem-solving abilities and proficiency in Microsoft Office and BI tools, complemented by expertise in data visualisation. Committed to delivering results through effective time management and interpersonal skills, with a focus on continuous improvement and responsibility.
Overview
11
11
years of professional experience
Work history
Portfolio and Performance Manager (PPM)
Mashreq Bank
Dubai
2024.07 - 2026.03
- Rated Outstanding Role Model 2025.
- Conduct meetings with relationship managers to ensure portfolio compliance and realignment across segments. Analyze portfolio data to support financial and non-financial KPI achievement and resolve client complaints and escalations.
- Portfolio and Performance Manager – Key Responsibilities
- Analyze MIS data and portfolio trends to guide strategy and improve client engagement and drive asset growth
- Develop weekly performance dashboards and lead review sessions to track Relationship Manager effectiveness
- Support RMs in achieving financial targets, strengthen client retention, and unlock cross-sell opportunities within the affluent client segment
- Manage portfolio of 1,300 clients, covering KYC, FX, FD, Service, & Complains
- Oversee governance and sales processes to ensure compliance with KYC, AML, and internal policies for Gold segment clients
- Execute high-priority initiatives and tasks assigned by senior management
- Mentor new RMs to ensure effective onboarding, accurate portfolio mapping, and adherence to premium client servicing standards
Remote Teller Manager (RTM)
Mashreq Gold
2019.04 - 2024.07
- Rated “Outstanding” for 2022 and 2023 performances.
- Conduct interviews for new Remote Teller candidates.
- Provide trainings to all new Remote Tellers and new Remote Teller Managers.
- Provide Remote Tellers’ daily and monthly MIS report.
- Manage daily, monthly and yearly performance, adherence and appraisals for all.
- Promoted sustainability, reduced operational cost and enhanced accessibility and swift retrieval of data.
Team Leader – Remote Teller Team
2017.04 - 2019.04
- Part of Interactive Teller Machines (ITM) transformation and launch team.
- Coordinate with branches, IT, Operations and Support teams to successfully test the ITMs and scripts during the dry run and report glitches.
- Provide trainings to all Remote Tellers.
Counter Service Specialist (CSS)
2015.03 - 2017.03
- Rated “Above Target” for both 2 consecutive years.
- Proceed all teller transactions across the counter following the bank’s SOP.
- Deputized for the Counter Service Manager (CSM) in different branches.
- Received numerous appreciations from customers for exceeding services.
Education
Bachelor's - Design Management
American University of Sharjah (AUS)
High School - Business
Dubai National School (DNS)
Skills
- Creative
- Self-motivated
- Committed
- Responsible
- Time management
- Interpersonal skills
- Analytical Thinking
- Critical thinking
- Problem-solving
- Microsoft Office
- BI tools knowledge
- Data visualization
Language Proficiency
Arabic: Excellent
English: Excellent
Timeline
Portfolio and Performance Manager (PPM)
Mashreq Bank
2024.07 - 2026.03
Remote Teller Manager (RTM)
Mashreq Gold
2019.04 - 2024.07
Team Leader – Remote Teller Team
2017.04 - 2019.04
Counter Service Specialist (CSS)
2015.03 - 2017.03
Bachelor's - Design Management
American University of Sharjah (AUS)
High School - Business
Dubai National School (DNS)