Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
IMENE BELGHITH

IMENE BELGHITH

RELATIONSHIP MANAGER
Abu Dhabi

Summary

An experienced Relationship Manager having considerable success in advising clients on investments. 9 years in providing financial services and assisting clients in making decisions by showing them various options. Possessing depth knowledge of insurance plans, investment solutions such as bonds, structures notes, mutual funds and regulars saving plans

I'm working hard to provide a high-quality, customer-driven, and sales focused service. Having excellent communication skills, able to work in a targeted environment and being a part of a team with strict compliance.

Offering strong foundation in financial principles and investment strategies, ready to learn and develop in wealth advisory environment.

Overview

15
15
years of professional experience
7
7
years of post-secondary education
4
4
Languages

Work History

Director- Elite Banking -Activation

First Abu Dhabi Bank
10.2023 - Current
  • Achieve assigned revenue targets, CASA and customer acquisition targets.
  • Collaborate with internal teams to develop customized investment solutions for institutional clients.
  • Acquire new business ETB and NTB such as Bundles and personal finance.
  • Refer investment and wealth to the others different teams.
  • Develop comprehensive financial plans for clients, addressing both short-term and long-term objectives.
  • Enhance client satisfaction by providing tailored financial advice and personalized investment strategies.
  • Manage a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
  • Established strong client relationships through regular communication, ensuring trust in our investment management process.

Wealth manager

DeVere Acuma Broker
03.2023 - 09.2023
  • Source new business from new individuals through referrals, marketing activities and personal contacts.
  • Provide ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
  • Design custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
  • Develop comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
  • Assist clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining family harmony.
  • Recommend specific investments to help clients meet financial goals.
  • Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to company customers
  • Achieve Revenue Goals, sales, and portfolio growth targets across a range of products and services


E-commerce consultant

Makane- Diamond square LLC
07.2021 - 12.2022
  • Identify and target sales leads (cold calling, lead generation, hot calling)
  • Build relationships with clients over the phone and through web communication, schedule and confirm consultation appointments
  • Identify opportunities and build relationships between individuals, teams, departments, and units to help achieve business goals
  • Make clients and their needs a primary focus of one's actions, effectively meet client's needs, develop, and sustain positive and productive client's relationship and customer satisfaction

Business development associate

FESHWARI LLC
02.2020 - 06.2021
  • Requiring knowing multiple cosmetic products benefits and results then assist customers in choosing a product that meets their needs
  • Conducting campaign management for the marketing initiatives
  • Creating promotional information to drive business
  • Generating marketing initiatives with coworkers to market specific products to customers and involve audiences with samples, testers, and demonstrations
  • Promoting offers, communicating with customers, making clienteles, maintaining contact with them to test new products in seminars
  • Follow activity via CRM, to give visibilities on the whole of the actions of the team

Senior Relationship Officer - Bancassurance

Union National Bank
07.2016 - 10.2019
  • Delivery of quality service for potential customers and net business growth for saving and insurance plans
  • Adhere to all the sales guidelines set by the bank
  • Maintain high quality sales with minimal leakage due to claw backs or cancellation
  • Identifying and pursuing potential clients to maintain a strong client base
  • Sales target achievement and High level of customer satisfaction
  • Develop and implement sales plan, ensuring, achieving appropriate goal
  • Serve as a trusted advisor to clients throughout all stages of their financial journeys, helping them achieve their long-term goals.

Senior Relationship Officer -Bancassurance

Fist Gulf Bank
04.2015 - 06.2016
  • Provide comprehensive wealth management services, including retirement planning, estate planning, and saving plans.
  • Assist clients in navigating challenging financial situations by offering expert guidance and support.
  • Provide financial services to customers in a timely and efficient manner, ensuring product information is correct
  • Meeting individually with clients to determine their financial objectives, risk, tolerance, income, and assets
  • Understand the needs of the customer and provide an appropriate financial solution
  • Achieve monthly budgets from new sales by engaging customers and leasing with the assigned sales teams
  • Oversaw weekly, monthly, and quarterly sales goals and daily business

Assistant Project Manager

EXACTT Consulting
12.2012 - 02.2013
  • Ensure management, the regulations and accounting of customers
  • Management of the invoicing and covering, internal projects and Drafting invitations to tender
  • Quantify solutions and recommend the functional specifications: (ERP, Payroll… etc.)
  • Dealing with the reporting and evaluate the needs with customers
  • Assist in the successful completion of projects by coordinating tasks, monitoring progress, and maintaining documentation.

Analyst Programmer Payroll -Software Engineer

ADP
04.2010 - 11.2012
  • Treating the requests customers having a partnership with ADP for the management of the payroll and HR
  • Analyze, program, test for finally writing the answer to the customer
  • Assisting the customer during the monthly stages of the payroll as well as the production of pay slip on time
  • Establish a strong partnership with the operational team Front Office; to be vector and force of proposal
  • Follow activity via CRM, to give visibilities on the whole of the actions of the team
  • Streamlined reporting procedures by creating user-friendly dashboards for easy access to key performance indicators.

Education

Master of Science - Computer Applied To Management

Institut Supérieur De Gestion of Tunis (higher College of Management Tunis Bardo)
ISG TUNIS
09.2002 - 06.2009

Skills

  • Strong decision maker
  • Innovative
  • Positive
  • Organizational skills
  • Excellent communication
  • Confident
  • Trustworthy
  • Self-motivated
  • Negotiation
  • Customer relationship
  • Detail oriented
  • Proactive
  • Organized
  • Leadership
  • Team building

  • Management skills
  • Software skills
  • Program languages
  • Data base
  • PHP
  • JavaScript
  • HTML
  • VB 6
  • VBnet
  • SQL/PL-SQL
  • Payroll system
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint

Additional Information

CISI - Level 1

ICWIM - Level 3

Timeline

Director- Elite Banking -Activation

First Abu Dhabi Bank
10.2023 - Current

Wealth manager

DeVere Acuma Broker
03.2023 - 09.2023

E-commerce consultant

Makane- Diamond square LLC
07.2021 - 12.2022

Business development associate

FESHWARI LLC
02.2020 - 06.2021

Senior Relationship Officer - Bancassurance

Union National Bank
07.2016 - 10.2019

Senior Relationship Officer -Bancassurance

Fist Gulf Bank
04.2015 - 06.2016

Assistant Project Manager

EXACTT Consulting
12.2012 - 02.2013

Analyst Programmer Payroll -Software Engineer

ADP
04.2010 - 11.2012

Master of Science - Computer Applied To Management

Institut Supérieur De Gestion of Tunis (higher College of Management Tunis Bardo)
09.2002 - 06.2009
IMENE BELGHITHRELATIONSHIP MANAGER