Ahmed Jamal Email and Phone Number

Possessing extensive knowledge of the Financial and banking industry –utilized in managing a broad range of portfolio accounts for private, priority segments and treasury customers right from the scrutiny of applications, legal and compliance requirements and alignment with governance standards fixed by the bank, as well as customer verification in CRM. ✓ Commercially focused, hands-on leader with a history in increasing AUM, Net Sales, and Market Share through process re-engineering and rigorous follow-up for commissions/ marketing incentives/budget to be received from service providers. ✓ Enforcing strict tracking mechanism for fixed income securities with custodians and ensuring coupons/dividends are duly credited to customer account. ✓ Owning the P&L for the assigned product(s), while identifying opportunities and quickly adapting to changing customer needs with high-quality, process customizations and timely trade settlement. ✓ Contributing significantly to increasing market share, the share of wallet (AUM and revenues), customer retention, and product profitability by coordinating efforts with key stakeholders for any escalations, ✓ Overseeing all process changes and implementation of governance framework as well as ascertaining daily reconciliation on all Investment sundry accounts and position reconciliation. ✓ Computing accrued commission from various wealth management products as well as analysing AUM report for updating the management on prevailing trends and market conditions. ✓ Focusing on internal controls, governance and compliance, providing a framework for mitigating operational risk and accordingly offering facilities to the private/priority segment customers. ✓ Compiling and presenting monthly MIS related to new business on each product and reporting to business /Finance

• Identifies opportunities to grow business with existing clients• Develops and maintains long-term relationships with accounts• Create and enforce plans that will help meet the needs of customers• Work quickly to address and resolve customer issues• To ensure provide excellent quality banking service to all clients and accounts.• Keep records of client transactions• Manage projects within client relationships, working to carry out client goals while meeting company goals• Make sure clients receive requested products and services in a timely fashion• Operates as the point of contact for assigned customers• Collaborates with sales team to reach prospective clients

- Advise customers on bank services for their needs (e.g. loans and credit cards)- Manage customer bank accounts; open, close and oversee transactions- Resolve issues with banking services and accounts- Refer clients to inhouse financial experts, as needed- Reach out to potential customers to generate new business- Present financial products and services to existing and prospective customers

Steered efforts in collaboration with the team in surpassing business goals and formulating plans for business development/ management instituted innovative sales & business development initiatives, thereby winning high-profile contracts with fortune-ranked corporations and expanding distribution network. Rendered sales training on new account acquisition, customer relations skills, and customer retention.