- Experienced in cash management and banks policies also strong at utilizing current trends to develop sales projections have the abilities and skills necessary to execute programs, policies and procedures that will ensure total compliance with the best practices and current regulations.
- A team player with polished communication skills : verbal , written , interpersonal , presentation and reports
Hi, I’m
Tareq Mahmoud
Abu Dhabi
Summary
Overview
7
years of professional experience
Work History
Alansari Exchange LLCUnited arab emirates , Dubai
EXECUTIVE - PREMIUM SERVICES & CORPORATE RELATIONS
02.2024 - Current
Job overview
- Prospect in targeted segments that require meeting standards in phone calls.
- Present services to potential customers in an ethical structured & professional manner.
- Foster and develop relationships with existing and new corporate client opportunities.
- To research and identify new business opportunities
- including new market areas or new ways to reach the market.
- Prepare proposals on products and services to acquire new clients
- Meet set sales targets by onboarding/assisting new and existing customers.
- Ensure (KYC) Know Your Customer onboarding procedures for corporates and AML (anti-money laundering) screening
- Adhoc assignments as required by the immediate line of authority
- Timely reporting of monthly and weekly sales target revenue, sales, goals, feedback from customers, etc to the immediate line of authority
First Abu Dhabi bank FABUnited Arab Emirates , Abudhabi
Senior Relationship Banker -Finance Executive
02.2023 - 09.2023
Job overview
- Checking Customers KYC
- Generating leads and converting them into customers to open accounts with our bank and close the deal in with multi products such as personal finance & credit cards
- Building and maintaining effective relationship with customer to close the deals
- preparing proposals, calculating eligibility, checking customer profile in AECB report
- Data entry for the needed documents for pre approval
- getting customers signature for the required documents and settling customer liabilities from other banks
- Releasing the funds for the customers
Abu Dhabi Islamic Bank ADIB
Relationship Banker - Islamic Finance Excusive
08.2020 - 12.2022
Job overview
- Maintain good relationship with all the business entities
- To visit potential companies & institutions to finalize business
- Deal within the targeted turnaround time based on ADIB police & procedures
- Prepare and review standard application and ensure all the information provided are accurate and ensure authenticity of the critical documents such as ( Key Fact Statement , Valid Passport , Emirates ID and Salary certificate ) prior sending for processing
- follow the approval process and escalate the delay
- Execute Murabaha Contract with the customer representing ADIB and prepare the file as per check list
- Initiate cross sell other banking products on best efforts basis
- Escalate Customer complaints
- Ensure that all applications submitted are error free and fixed
- Adhere with office timing
- Follow strictly secrecy norms and maintain data confidentiality
Travelex Emirates Exchange
Cash Management and Forex Operation
04.2018 - 06.2020
Job overview
- Ensuring all the staffs working in stores are capable and willing to provide a high level of services to the customers with ultimate goals of exceeding customer expectations along with maximizing sales
- Strictly following KYC regulations
- Provide advice , plans and instructions that improve the KPI
- Communicate and engage everyday and use a consistent approach
- Regularly review the KPI reports and discuss with each of the Sales Consultants and captains on their achieved performance and devise new goals and strategies to hit the final revenue
- Keeping the right stocks in the right store including required denomination
- Daily handover briefing with the incoming teams
- Documented and prepared daily check list of the branch
- Investigate and resolve customers issues and complaints
- Handled all queries and client feedback in professional manner
- Handled Audit queries related to the department
- Handled MIS and Regulatory reporting pertaining to client trade
- Handle the teller without any errors shorts and over
Education
Al Ain University of Science & Technology United Arab Emirates - Abu Dhabi
Bachelor of Finance And Banking from Business Administration
10.2017
University Overview
Skills
- Good communication - written and oral skills
- Excellent conceptual and analytical sills
- Effective interpersonal skills
- Adept in presenting views and persuading customers
- self- motivated and quick learner of new concepts and technologies
Timeline
EXECUTIVE - PREMIUM SERVICES & CORPORATE RELATIONS
Alansari Exchange LLC
02.2024 - Current
Senior Relationship Banker -Finance Executive
First Abu Dhabi bank FAB
02.2023 - 09.2023
Relationship Banker - Islamic Finance Excusive
Abu Dhabi Islamic Bank ADIB
08.2020 - 12.2022
Cash Management and Forex Operation
Travelex Emirates Exchange
04.2018 - 06.2020
Al Ain University of Science & Technology
Bachelor of Finance And Banking from Business Administration
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