Faysal Alfaour Bani Alabbas, Mba Email & Phone Number

Toronto, Canada Area

• Sound knowledge of credit systems, financial collections, debt management, reporting and all related credit-based system operations.• Effectively assessed credit risk and current and potential client viability, analyzing financial statements and cash flow of customers. • Performed quantitative and qualitative analysis of requests for loans and mortgages.• Provided customer service support and professional financial guidance.

•Interview clients carefully to analyze their financial goals and design financial plans to suit their interests and needs utilizing knowledge of tax and investment strategies, insurance, pension plans, and real estate•Work with old and new clients to build financial portfolios for them after analyzing their investment goals, time horizons, personal commitments and risk tolerance, and facilitating the implementation of an investment solution. •Network with people and Conducting outbound… Show more •Interview clients carefully to analyze their financial goals and design financial plans to suit their interests and needs utilizing knowledge of tax and investment strategies, insurance, pension plans, and real estate•Work with old and new clients to build financial portfolios for them after analyzing their investment goals, time horizons, personal commitments and risk tolerance, and facilitating the implementation of an investment solution. •Network with people and Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities in order to bring in more business.•Assess clients’ financial strengths, weaknesses and their key success factors including clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Show less

Toronto, Canada Area

To Clients: •Provide exceptional financial advice to clients both internal and external while recommending appropriate financial product that will be suitable and address client future and present needs.•Deliver a consistent customer service experience to each customer and contribute to the ongoing improvement of the overall experience.•Provide sophisticated consultancy to each customer when handling investments (Mutual Funds, GIC), Insurance on lending product (Mortgage and Line… Show more To Clients: •Provide exceptional financial advice to clients both internal and external while recommending appropriate financial product that will be suitable and address client future and present needs.•Deliver a consistent customer service experience to each customer and contribute to the ongoing improvement of the overall experience.•Provide sophisticated consultancy to each customer when handling investments (Mutual Funds, GIC), Insurance on lending product (Mortgage and Line of Credit and Home Equity Line of Credit) to benefit customers and understand their entire financial situation. •Identify opportunities for improvements in service delivery and processes.•Ensure privacy of client information.•Ensure documents are completed accurately & filled for properly.•Ability to efficiently manage promptly responds to all incoming inquiries/ request for information independently or refers to senior officer Escalation of Clients needs if required further attention is required.To Shareholders:•Comply all due diligence rules of TD Financial Group.•Complete investigations accurately and in timely manner & identify process gaps.•Participate in all activities and huddles as part of the team contribute towards positive work environment.•Ensure to comply with all HR policies and industry laws and ethics.•Understand and provide solutions for customer’s present and future financial needs.•Proactively provide advice and appropriate products and services.To Team:•Participate fully as a member of the team, promote team effectiveness and contribute towards to a positive work environment.•Support the team by continuously developing knowledge in own area.•Share and work with associates to develop and improve process that will assist day to day transactions and productivity.•Participate in performance management and development activities.•Keep others informed and up to date about the status/progress of products and services Show less

Dubai, Uae

Dubai, Uae

Iafp, Accounting And Finance

Master Of Business Administration (Mba), Finance, General