Adil Aarab Email & Phone Number

Toronto, Ontario, Canada

As a Bilingual Portfolio Manager Assistant at Liberty International Investment Management Inc., I support day-to-day operations in client and relationship management, administrative tasks, and team collaboration. My role involves providing superior service to clients, managing account administration, monitoring transactions, and ensuring compliance with regulatory requirements. With a focus on client satisfaction and meticulous attention to detail, I contribute to the success of our investment management team.

Toronto, Ontario, Canada

Dedicated bilingual professional with seven years of experience, excelling in client-centric financial services.Key Contributions:• Provided prompt client support for investment accounts and financial products through various channels.• Guided clients in executing trades, navigating the online platform, and understanding market conditions.• Assisted with account management tasks, ensuring accurate documentation and efficient processes.• Resolved client issues, particularly platform-related problems, through effective collaboration with cross-functional teams.• Ensured compliance with financial regulations and industry standards in all client interactions.• Effectively communicated market updates and policy changes through strong verbal and written skills.• Troubleshooted and navigated online platform issues, assisting clients in utilizing features and tools.• Maintained accurate records of client interactions, inquiries, and resolutions with a strong emphasis on confidentiality.• Quickly learned, navigated, and proficiently operated multiple software applications for optimal efficiency.• Demonstrated exceptional time management and organizational skills in a fast-paced, deadline-driven environment.Let's connect for insights 🌐📈 #CIBC #Finance #Bilingual #CustomerService #FinancialServices #Investments

Marrakesh, Marrakesh-Safi, Morocco

• Strategic Growth: Drove a newly opened branch to $9M in annual mortgage loans, achieving consistent 10% YoY expansion.• Client-Centric Management: Maintained a robust 90% satisfaction rate while managing a portfolio of 100+ clients monthly through customer service.• Expert Adviser: Provided comprehensive guidance to 10+ clients daily, ensuring informed decisions on mortgage products and processes.• Resolution Specialist: Skillfully resolved 30+ monthly customer complaints with an 80% resolution rate through conflict management and problem-solving.• Network Development: Spearheaded growth of Wafa Immobilier network, implementing strategies, monitoring objectives, and consolidating partnerships.• ISO 9001 Compliance: Aligned commercial objectives with SMQ ISO 9001 V 2015 standards, establishing performance indicators, proposing agreements, and streamlining mortgage processes.• Resource Management: Managed agency resources effectively, defining training needs, presenting reports, and overseeing controls and commercial activity dashboards.

Marrakesh, Marrakesh-Safi, Morocco

• Quickly established credibility with clients and creating a friendly rapport with customers• Prepare mortgage documentation, and monitor loan requests on a daily basis.• realize 10+ customer acquisitions on a monthly basis • Filled in for the supervisor and maintained normal branch operations