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Summary

Over ten years of banking, mortgages, and basic equity experience with proven deal origination and execution capabilities. Transactions in middle market and public placement.
Relationships at ~300 investors including investors, family businesses and lenders. Focus sectors include asset management and investment funds, financial institutions, industrial manufacturing, property development, and technology.

Skills

Client Focus

9.5 years of front line and 2.0+ years of headquarters successful Sales striving to earn the right to be my clients' first choice, an aptitude for dazzling the client through empathetic and active listening.

Execution Excellence

2006-2015: 11 consecutive years of exceeding/meeting targets, earned most prestigious awards at BMO, self-aware, always engaging with my peers in friendly competitions.

High Level of Motivation

11+ years in Direct and Indirect Sales, existing and prospect clients, behaviors drive results.

Impact

Influenced without authority 180+ employees in project delivery, strong facilitation skill, engage and inspire to attain a desired level of success.

Interpersonal Skills

Tenacity, Trust through integrity; maneuver through change.

Analytical Skills

Several requirement meetings focusing on the client and on process drives technology, at ease to work with internal and external players to articulate the segment need.

Work History

Jan 2016

Private Wealth Manager

deVere Group, Abu Dhabi, United Arab Emirates

- Working closely with high-net-worth individual clients, and families to develop wealth and investment management strategies.

- Identifying investment opportunities to help my clients reach their objectives.

- Executing in a robust scheme and attentive client service.

- Introducing my clients to broader network and resources of deVere Group  (when appropriate).

Oct 2014Nov 2015

Sales Team Lead

Mortgage Alliance, Toronto, Ontario, Canada

- Endeavored to establish an outstanding working relationship with mortgage service providers.

- Managed essential key account possibilities.

- Offered inspiration and training of internal sales personnel on how to attain business sales objective.

Jun 2013Sep 2014

Senior Mortgage Banker

CIBC - Toronto, Ontario, Canada

- Achieved total new booked business of ~ $44MM CDN

- Acquired my clients, and then deepened our relationship through attentive service, and personal counsel.

- Acquired new sources of referral by executing  different internal marketing strategies.

Jun 2011May 2013

National Business Development Manager

BMO Financial Group, Toronto, Ontario, Canada

- Achieved 20% of revenue growth in 2011, within 3 months period.

- Developed and implemented Sales Workshops focusing on proactive relationship management and increasing market share wallet.

- Influenced transformational change, as related to people, processes and technology.

Oct 2006May 2011

Senior Relationship Manager

BMO Bank of Montreal, Toronto, Ontario, Canada

- Exceeded sales targets in 2007: 163%, 2008: 280%, 2009: 169%, 2010: 211%, 2011: 163%.

- Managed an assigned, portfolio base of 800 - 1000 clients and used effective client conversations to provide an exceptional financial assessment in matching corporate and personal products.

Accomplishments

- Annual Best of the Best Award for Sales and Great Service at BMO. (2007: 161%, 2008: 280%, 2009: 169%)

- Value Annual Award at BMO for Great Team Collaborator, 2008.

- Top Performers Luncheon with the Sales Leadership. (2010: 211%)

- Division’s Top Performer at BMO. (Sales - 2011: 163%, Promoter Score: 67%)

- 16 Quarterly Top Performer Recognition at BMO

Education

2008

University of Toronto

Rotman School of Management

Financial Risk Management

Languges

Arabic, English, and French