Summary
Overview
Work History
Education
Skills
Timeline
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Ismail M. Omar

Sr. Officer Meddle
Abu Dhabi

Summary

Accomplished Middle Sr. Officer with over 8 years of experience in one of the biggest banks in the U.A.E, with a strong working knowledge of Financial and investment products, MIS analysis and reports evaluation. as well as knowledge of investment services, wealth management, and treasury operations. Proven experience in delivering high-quality output to tight deadlines as well as tight time frame projects such as IPO's. My strength is the ability to work ineffectively in a complex and demanding environment.

Overview

9
9
years of professional experience
6
6
years of post-secondary education
3
3
Languages

Work History

Sr. Officer Wealth Management Middle Office

ADIB
Abu Dhabi
11.2022 - Current

Over seeing the pirority and private banking middle office Team, and function which include :


- Investment orders screening and processing toward excusion b tresury team.

- Acting as IPO's Center for pirority and private banking.

- Responsible to the levarage position monitoring and clearing any margin call or liqudation action via bank process.

- Working with product Team toward enhancing Department AUM.

- Working with Digital team aiming toward process and functions automation.

Operational Supervisor

Wealth, Abu Dhabi Islamic Bank
Abu Dhabi
10.2019 - 09.2022
  • Responsible for operational unit functions, including planning, daily monitoring, and optimizing short- and long-term business activities
  • Work with all the organization’s stakeholders to set action plans to improve the profitability and quality of products and services
  • Officer In-charge of Leverage products, Mutual Funds & Other Investment
  • Log trade entry, and start monitoring the position performance
  • Conduct and coordinate trade with the treasury team
  • Coordinate with risk management on the daily monitoring and highlight any breach to the approved leverage products LTV
  • Execute Mutual funds Settlements with third party dealers & bank treasury
  • Liaise Mutual funds corporate action between Fund House, fund distribute, in house product & Treasury Teams
  • Assist Product Team with Monthly, Quarterly, and Yearly Products Performance reviews
  • Leading wealth Management officer of Liquidations / Margin Calls Execution
  • Assist the Risk and Governance team with the implementation of the new bank, Central Bank, and ESCA regulations
  • Staff in Charge of managing private, priority Clients, complaint unit & central bank complaints, and escalations
  • Part of the ADIB Wealth Management Automation project aims to deliver an automated platform that allows clients direct/real-time dealing
  • Assigned as the department Business Information Security Officer.

Contact Centre Supervisor

Abu Dhabi Islamic Bank
11.2015 - 09.2019
  • Assess and monitor performances with metrics such as calls queue, waiting and abandoned calls, etc
  • Devise ways to optimize the overall contact center service level
  • Track and highlight issues affecting call center performance
  • Recruit new employees and provide them with training and orientation
  • Motivate and encourage agents through positive communication and feedback
  • Prepare performance reports for management review
  • Ensure administrative bookkeeping is accurate
  • Seek new ideas and strategies to improve the contact center’s overall performance.

Contact Centre Agent

Call Centre Abu Dhabi Islamic Bank
08.2014 - 10.2015
  • Answered inbound calls professionally and in a timely manner
  • Manage outbound calls as needed
  • Verifying customer information
  • Guide clients with their inquiries for different account types (Gold, diamond, and privilege)
  • Cross-sell bank products and open accounts
  • Processing forms, orders, and applications requested by customers in accordance with standard operating procedures
  • Investigate, identify and resolve customer complaints using the appropriate software
  • Support other team members at the call center with their tasks such as Back office and operations as well as the team leaders.

Education

CFA Lv.1 Canidate

CFA Institute
11.2022 - 05.2023

Bachelors - Banking & Financial Studies, Banking

EIBFS
07.2017 - 08.2020

Finance Diploma -

EIBFS
Abu Dhabi
07.2012 - 08.2014

Skills

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Timeline

Sr. Officer Wealth Management Middle Office

ADIB
11.2022 - Current

CFA Lv.1 Canidate

CFA Institute
11.2022 - 05.2023

Operational Supervisor

Wealth, Abu Dhabi Islamic Bank
10.2019 - 09.2022

Bachelors - Banking & Financial Studies, Banking

EIBFS
07.2017 - 08.2020

Contact Centre Supervisor

Abu Dhabi Islamic Bank
11.2015 - 09.2019

Contact Centre Agent

Call Centre Abu Dhabi Islamic Bank
08.2014 - 10.2015

Finance Diploma -

EIBFS
07.2012 - 08.2014
Ismail M. OmarSr. Officer Meddle