Single Family Office operations

Achievements:▪ Improved loan portfolio and increased its value at Al Rajhi Bank in the Western Region from SR 600 million to SR 1.8 billion through attracting new clients and supporting them with excellent services.▪ Played the main role in signing of several financial agreements valued more than 1.5 billion with a number of clients▪ Successfully completing the CBG KYC Remediation Project at Al Rajhi Bank in the Western Region in 2018. ▪ Worked on a portfolio comprising of real estate financing, across funds and/or properties and other avenues such as hotels, malls, utilities etc.

Key Responsibilities ▪ Managing client finance and relationship needs, advising them on products and services to be availed based on their profile and risk appetite, performing financial and goal-based planning to enable clients to fulfil their aspirations.▪ Handling a whole portfolio and monitored its growth and quality in line with bank risk guidelines.▪ Reviewing credit proposals thoroughly as presented by the team leaders and vetting it for safety prior to approval and disbursement.▪ Conducting periodical visits to client premises to enhance their experience, understand and solve their problems.▪ Working on increasing the bank’s revenue by cross-selling to other departments such as treasury, private banking or retail.▪ Monitoring the goals of all team leaders weekly and addressed any obstacles they faced to achieve their goals. ▪ Committing to integrity and confidentiality at all times, only operating in the best interests of the client without mis-selling or mis-representation. ▪ Monitoring client satisfaction data and implementing portfolio level improvements, tracking daily sales activity management information and other internal information metrics.▪ Contributing towards client and colleague education initiatives, to ensure greater awareness and competency in terms of service respectively, in support of business goals.

Designation Chronology:▪ Jul ‘07 - Jun ’17: Team Leader ▪ Jul ‘04 - Jun ’07: Senior Relationship Manager▪ Jan ‘00 - Jun ‘04: Relationship Manager ▪ Jul ‘99 - Dec ’99: Assistant ▪ Sep ‘97 - Jun ‘99: Corporate Banking Trainee Key Responsibilities:▪ Catered to a wide range of products and services based on client specifications varying from basic banking needs to complex investment services and tailor-made wealth management packages.▪ Maintained a robust client portfolio and offering them novel product options and services.▪ Instigated cross-selling initiatives across broad spectrum banking services to present and potential customers in accordance with annual growth and revenue targets set.▪ Ascertained client specific requirements and providing personalized services enabling optimum satisfaction and achievement of business targets simultaneously ensuring long term retention of customers. ▪ Built and maintained healthy business relations with customer, enhanced customer satisfaction matrices by achieving delivery & service quality norms.▪ Networked with financially strong and reliable (agents/ advisors), resulting in deeper market penetration and improved market share.