MOHAMMAD ARHAM
Warqa 1 , Dubai , UAE
Summary
Team-oriented and strategic leader with a strong background in Liabilities and Wealth Management, prepared to take on leadership roles to drive results and foster collaboration across teams. Demonstrates proven success in managing high-performing teams, overseeing portfolio and investment processes, and optimizing workflows to achieve business objectives. Skilled in client relationship management, compliance oversight, and campaign execution, with a focus on delivering exceptional outcomes for high-net-worth individuals (HNWI). Known for adaptability, reliability, and strong organizational skills, ensuring seamless operations, stakeholder alignment, and the successful achievement of goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Team Lead Labilitets & Wealth Management
Commercial Bank of Dubai, UAE
03.2024 - Current
- Portfolio and Relationship Management:
Directed comprehensive portfolio and investment strategies for elite and private clients, ensuring personalized service delivery and addressing the unique financial goals of high-net-worth individuals (HNWI).
Cultivated and strengthened client relationships by serving as the primary liaison, aligning stakeholder efforts to execute customized financial strategies for client satisfaction and long-term retention. - Operational Leadership and Compliance Oversight:
Spearheaded end-to-end process optimization initiatives, enhancing investment workflows to minimize operational gaps and streamline compliance adherence.
Supervised compliance functions, including timely and detailed SCA reporting, working closely with key stakeholders to uphold regulatory standards and meet deadlines consistently. - Liabilities and Wealth Management Focus:
Collaborated with departmental leaders to refine workflows, promote seamless interdepartmental coordination, and drive the successful achievement of business goals within the Liabilities and Wealth Management domain.
Led the design, execution, and monitoring of quarterly CASA campaigns, aligning them with strategic objectives while ensuring active collaboration with Operations and Senior Management. - Escalation and Exception Management:
Effectively managed escalations and resolved exceptions during critical campaign periods, prioritizing high-quality service delivery and operational efficiency within the Liabilities and Wealth umbrella.
Quality Assurance Specialist
Commercial Bank of Dubai, UAE
03.2021 - 02.2024
- Risk Identification and Compliance:
Conducted in-depth assessments of business processes to proactively identify potential risks, ensuring strict adherence to regulatory guidelines and internal controls though call audits, chats and other multiple banking channels.
Audited various customer interactions, including calls, chats, and communication materials, to safeguard compliance and mitigate risks effectively. - Quality Assurance Leadership:
Designed, implemented, and led quality assurance initiatives, focusing on robust control testing to align business processes with established risk management policies and procedures.
Evaluated and enhanced operational workflows within the Personal Banking Group, ensuring seamless execution and alignment with organizational standards. - Error Prevention and Efficiency Optimization:
Analyzed and addressed operational discrepancies to pinpoint inefficiencies, recommend corrective actions, and minimize errors.
Collaborated across departments and spearheaded process improvements, achieving measurable gains in operational efficiency and risk mitigation. - Training and Knowledge Development:
Directed comprehensive training programs for frontline teams, including call center agents, branch staff, and field sales personnel, focusing on new product launches and updated operational procedures.
Ensured staff readiness and compliance through targeted training initiatives, enhancing service delivery and operational accuracy. - Campaign Execution and Oversight:
Collaborated with senior management to launch and oversee quarterly CASA campaigns, aligning campaign objectives with overall business strategies.
Successfully managed escalations and addressed exceptions during campaign periods, ensuring smooth execution under the Liabilities and Wealth Management umbrella. - Enhanced customer satisfaction by addressing reported issues promptly and providing effective solutions.
Customer Service Specialist
Commercial Bank of Dubai, UAE
11.2018 - 02.2021
- Manage customer inquiries across email, phone, social media, and in-person channels with professionalism and efficiency, ensuring top of the class services to VIP clients and high-net-worth individuals with personalized service and care with per day answered calls and chats exceeding 150+
- Resolve complaints, manage product returns/exchanges/refunds, and ensure customer satisfaction with 0% error margin, with internal teams to resolve customer issues and maintain seamless service. Maintain detailed records of customer interactions and feedback for reporting and trend analysis. Keeping updated with the latest progress on new product launches. In depth use of CRM software and customer service tools to manage inquiries effectively.
Education
MBA - Finance and Marketing
Christ University Institute of Management (CUIM)
Bangalore , IndiaBachelor's Degree - Management Honors
Institute For Excellence in Higher Education
Skills
- Investment & Wealth Management
- Portfolio Management
- Business Risk and Governance
- CASA campaigns
- Personal and Private Banking
- Quality Assurance
- Customer centric
- Segmentation
- Performance monitoring
- Conflict resolution
Certification
- Lean 6 Sigma - EIBIFS 2020
- Q&A Specialist - CBD 2021
Languages
English
Hindi
Punjabi
Arabic
Software
Microsoft word
Microsoft Excel
Power Point Presenation
Power BI
Timeline
Team Lead Labilitets & Wealth Management
Commercial Bank of Dubai, UAE
03.2024 - Current
Quality Assurance Specialist
Commercial Bank of Dubai, UAE
03.2021 - 02.2024
Customer Service Specialist
Commercial Bank of Dubai, UAE
11.2018 - 02.2021
MBA - Finance and Marketing
Christ University Institute of Management (CUIM)
Bachelor's Degree - Management Honors
Institute For Excellence in Higher Education
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