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Investment adviser and capital markets professional

Work experience


Hnw & Institutional Relationship Manager

Mubasher Financial Services, Dubai-UAE| HNW & Institutional Relationship Manager| Sales-trading Accomplishment Ê Played key role in developing long-term relationships with 200+ new clients leading to significant enhancement of market share achieved 200% of 2014 target and 100% of 2015 Ê Acquired significant exposure in GCC and International markets. Evaluated audited financial statements of DFM and ADX companies on a quarterly basis to understand details like Liquidity Ratio, Leverage Ratio, Cash Flow, P/E to advise, recommend and execute equity transactions Ê Rated high for accurate interpretation of data on price, yield, stability, economic influences and other factors affecting local markets Accountabilities: Ê Build effective relationships with clients for evaluating/updating client portfolios based on risk return profile Ê Participate in regular reviews with clients for understanding current & long term requirements to provide customized Equity investment solutions Ê Organize the documentations in term of contract agreements and other compliance required documents and proofs as per SCA rules and recommendations Ê Receive clients orders and direct the broker for executions, covering GCC, North Africa, US and UK markets Ê Provide awareness of Margin transactions policies and compliance, Support in high alert situations of margin calls liquidations Ê Maintain updated knowledge of relevant products and services available to provide the best solutions for clients and maximize revenues Ê Conduct ongoing analysis of customers portfolios and update the customers on the status of the portfolios Ê Involved in investigation of fraud, money laundering, and insider trading for products like Capital Markets, Options, Forex Ê Monitor client satisfaction data implementing portfolio level improvements, accomplishing business performance measures by delivering differentiated products and services to the client Ê Ensure compliance with organizational policies and other statutory regulations with regards to sales & operations Ê Generate awareness amongst employees on applicable money laundering(ML), terrorist financing(TF), sanctions and reputational risks for identifying/mitigating the same in day to day business transactions

Wealth Manager

Dunamis Capital
Dubai-UAE| Private Wealth Manager| Investment Advisor| Accountabilities: Ê Assessed clients' risk appetite, investment portfolio as well as accounts & results to align existing plans to market dynamics and financial performance Ê Developed business strategies for acquiring new customers, enhancing cross selling within the existing client base Ê Analyzed product margins across the segment; focused on minimizing attrition and improve book building from existing customers Ê Spearheaded team efforts in accomplishing financial business KPIs encompassing total revenue, liabilities & asset volumes as well as fee income Ê Enhanced clients' portfolio by implementing recommended financial plans based on evaluated investment products like Mutual funds(funds screening), Hedge funds(managers screening), ETFs Structured products and fixed income Ê Rendered consultancy to clients based on updated knowledge on markets information and economic indicators Ê Drafted investment propositions to relate with compliance, risk profile, and investor requirements

Senior Relationship Manager

National Bonds Corporation, Dubai-UAE
| Senior Relationship Manager(HNW Division)| Accomplishment Ê Instrumental in implementing strategic marketing initiatives for promoting Mudarba Fund Ê Enhanced business growth by administering a portfolio of up to 180 high net worth clients, identifying/closing cross-selling opportunities Accountabilities: Ê Interacted with clients for proposing financial requirements based on evaluated business model & finance requirements Ê Assessed & communicated client feedback to the senior management team to enable effective decision making Ê Prepared action plans and associated schedules based on projected monthly targets Ê Followed up with product development team for streamlining product proposition & processes

Team Leader

Abu Dhabi Commercial Bank
Dubai-UAE| Team Leader| Team Manager-Privilege Banking| Priority Banking| Accomplishment Ê Graduated from Relationship Manager to Team Leader for consistently accomplishing business targets and rendering exemplary service Ê Bagged" Top Performer" award for 9 consecutive months for surpassing bank's sales and profitability targets Ê Instrumental in assisting and enabling the team winning" Top Performance" Cup for Apr 2009 Accountabilities: Ê Spearheaded team efforts in enhancing business generation across segments like mortgage, wealth management, Banc assurance, corporate banking products(Lcs, Ods, TTs), loans and cards Ê Interacted with clients for collating/evaluating requirements and providing customized solutions Ê Maintain closed relations with other bank Units: Corporate and Investment banking to enhance the flow of leads and support the cross-sell efforts Ê Highlighted critical business issues with potential business as well as revenue impact to the senior management in order of implementing effective remedial measures Ê Enhanced client satisfaction by effectively resolving issues and rendering qualitative service delivery Ê Evaluated team performance and presented productivity enhancement feedback. Organized training sessions for team members based on identified training needs

Account Manager-Sales Manager

Prographix Media Solutions, Dubai-UAE
| Account Manager-Sales Manager| Product development| Accomplishment Ê Promoted from Account Manager to Sales Manager within a span of 5 months with the organization Accountabilities: Ê Led a team of 4 account executives in accomplishing day to day business targets Ê Implemented strategies for enhancing sales of real-estate guide, the shopping guide and the home guide(3 out of 4 publications in the Publishing Department) Ê Hold accountable of the real-estate guide in term of product developments, Sales, Marketing, P/L Ê Prepared/presented various status reports for the senior management and other stakeholders to enable effective decision making

Senior Sales Officer

Mashreq Bank
Dubai-UAE| Senior Sales Officer| Accountabilities: Ê Generated sale of bank products including payroll accounts, loans, WOW, VIP and Platinum credit card Ê Functioned as point of contact for customers involved in resolving various products and services offered by the bank Residency Visa(Transferable)| Nationality: Egyptian ~ Referenced to be provided upon request~.




CFA Institute

French Business School Ain Shams University


Financial Services