Khalid Al Ameri Email & Phone Number

Abu Dhabi, United Arab Emirates

Dubai, United Arab Emirates

𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:➤Managing the existing portfolio by acquiring new clients, completing the financial analysis, submitting accurate credit applications to ensure an excellent on-boarding experience, achieving assigned targets, securing profitable business transactions, and soliciting good new relationships to meet pre-set objectives.➤Generating new business and developing client relationships via marketing, expanding existing network, increasing team revenue and… Show more 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:➤Managing the existing portfolio by acquiring new clients, completing the financial analysis, submitting accurate credit applications to ensure an excellent on-boarding experience, achieving assigned targets, securing profitable business transactions, and soliciting good new relationships to meet pre-set objectives.➤Generating new business and developing client relationships via marketing, expanding existing network, increasing team revenue and productivity by offering value-added advice and cross-selling and up-selling, and acquiring new customers.➤Reviewing the current portfolio and credit applications as aligned with the Bank's policy, adhering to laid out processes and procedures, ensuring adequate documentation, recommending appropriate credit facilities, and maximizing earnings while containing risks to an acceptable level.➤Meeting the agreed target number of appointments per week to review customer needs and drive sales of suitable products, and building relationships, closing sales, and monitoring service levels for customer satisfaction, managing customer retention efforts with personal involvement in complaint resolution, account closures, and inquiries.➤Establishing an effective working relationship with risk management teams to build sustainable asset growth and deliver the Bank's required service levels in internal/external customer interactions, and collecting required data, evaluating clients' risk profile.𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀:➜Chosen as an integral part of the transactional merger between ADCB and UNB; Worked closely with project managers to transfer the corporate and wholesale banking accounts from UNB to ADCB with a minimal percentage of error and migrate the complete information from system to system.➜Participated in the acquisition of Al Hilal Bank by ADCB; Assigned as part of a selected team to transfer corporate accounts from Al Hilal Bank to ADCB within the allocated divisions. Show less

Dubai, United Arab Emirates

𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:➤Managed accounts of large corporations with a turnover of AED1 Billion and more, kept track of documentations, trade licenses, and financials of the companies, and ensured all information presented in the monthly pipeline report by running continuous updates sourced from numerous sectors in the bank.➤Supported the relationship manager in affairs such as portfolio management and client coordination to maintain and develop current relationships… Show more 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:➤Managed accounts of large corporations with a turnover of AED1 Billion and more, kept track of documentations, trade licenses, and financials of the companies, and ensured all information presented in the monthly pipeline report by running continuous updates sourced from numerous sectors in the bank.➤Supported the relationship manager in affairs such as portfolio management and client coordination to maintain and develop current relationships while nurturing potential relationship opportunities with prospective clients.➤Liaised with various departments such as treasury, operations, and compliance and entertained requests and inquiries about transactions and documentation.➤Attended client inquiries and coordinated with multiple service departments to ensure resolution promptly, assisted in the preparation of industry studies, and maintained proper records of clients' communication.➤Prepared consolidated financial snapshots of clients regularly to fully gauge the consolidated financial situation's holistic view to better understand client needs and evaluate lending risk.𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀:➜Assigned as the division event planner managing all department events and handling all initiatives.➜Selected as part of a specialized team to work on process optimization; looked into the initial processes, analyzed them, and redesigned a new structure to reduce risk and increase efficiency.➜Awarded as a top achiever as a result of reducing the number of monthly exception reports, which is part of the department's main tasks and objectives. Show less

Dubai, United Arab Emirates

Dubai, United Arab Emirates