Embed Size (px)
Citation preview
Page 1 of 5
Marwa A. Ali E-mail: [email protected]
Mobile: Kuwait 00 (965) 99992673 UAE 00 (971) 552661683
Objective
� Seeking a Challenging position in the �eld of UAE �nancial sector , in a competitive
environment of world -class organization where my professional background, communication and interpersonal skills can be applied and developed.
Professional Experiences
GULF Bank -kuwait January 2015 to Date
Served as a Priority Banking Manager , E�ciently managing high worth clients Holdings in the most intelligent way consistent with their liquidity needs, risk pro�le intolerance, goals, and objectives Portfolio Volume: 12,000,000KD Number of Clients: 89
Responsibilities: � Acquire, Maintain, grow, and deepen (Existed and new) priority customer relationship through
e�ective relationship management
� Analyze and satisfy customer �nancial and investment needs in line with their goals, targets , and objectives
� Serve ONE –Point Contact to HNW Bank Clients
� Meetings Business Targets, Acquiring NTB AC, working fully with products IS-BA -FX-FD-MM, and LA products
� Work fully within risk policies, procedures, and all compliance regulations , Ensure KYC -AML -Fatca updates
� Have complete knowledge of the customer base assets in Kuwait, GCC Region, and other places
� Deliver sales of products and services ensuring right produ cts are sold to right customers
� Ensure new business opportunities and increasing number of portfolios managed and volume of business
Page 2 of 5
National Bank of Kuwait -kuwait
June 2006 to December 2014
Served as a Personal Banking Officer, providing banking solution for specific portfolio
and Walk-in customers
Portfolio Volume: 18,000,000 KD
Number of Clients: 1400
Responsibilities:
Managed and worked together on a number of 4 Branches
Providing financial advice on investment planning, loans and credit cards
Establishing Accounts, TD, Money Markets, Funds, Insurance products
Providing personalized and preferential service
Followed up with client Post Sales to ensure satisfaction and on-going business
Setting and developing new business plans
Visits the potential customers and present services/products in an appropriate manner to meet
sales targets
Ensure that all answers to queries are within the bank policies and procedures
Assist in completing and submitting all forms related to sales products, and following up with
areas in the bank to ensure processing on time
Monitoring and analyzing clients complaints
06-06 to 06-07 as a Service officer
06-07 to 01/10 as a Relationship Officer
Achievements
Gold Medal for 2013/ Stars Club /year performance
Bronze Medal for 2013/star club/ 1st quarter
Silver Medal for 2013/ Stars Club / 3rd Quarter
Silver Medal for 2012/ Stars Club / year performance
Top Ten Rally Opedia/Products Knowledge/every quarter winner
2nd place winner for 2010/ (3rd Quarter) Top PBO
1st place Winner for Jan, March, April 2008 for Top/RO Medium Branches
1st place Winner for 2007/Top RO-Medium Branches(Certificate of Excellence)
1st place Winner for Hero 2007/(1st Quarter) Complaints Solver
Page 3 of 5
Movenpick hotel and resort - Kuwait
2005 till 2006 Served as a Marketing Coordinator.
Responsibilities:
Implements marketing and advertising campaigns by assembling and analyzing sales forecasts;
preparing marketing and advertising strategies, plans, and objectives; planning and organizing
promotional presentations; updating calendars.
Tracks product line sales and costs by analyzing and entering sales, expense, new business data.
Prepares marketing reports by collecting, analyzing, and summarizing sales data.
Keeps promotional materials ready by coordinating requirements with graphics department;
inventorying stock; placing orders; verifying receipt.
Supports sales staff by providing sales data, market trends, forecasts, account analyses, new
product information; relaying customer services requests.
Researches competitive products by identifying and evaluating product characteristics, market
share, pricing, and advertising; maintaining research databases.
Plans meetings and trade shows by identifying, assembling, and coordinating requirements;
establishing contacts; developing schedules and assignments; coordinating mailing lists.
Monitors budgets by comparing and analyzing actual results with plans and forecasts.
Updates job knowledge by participating in educational opportunities; reading trade
publications.
Accomplishes organization goals by accepting ownership for accomplishing new and different
requests; exploring opportunities to add value to job accomplishments.
T.C.L - Egypt
2004 till 2005 Served as a Sr. Executive, Personal Assistant to Export Manager
This company was active in manufacturing and disturbing chemical detergents all over Middle East
Responsibilities:
▪ Designing & maintaining the export project management filing system.
▪ Preparing presentations as required
▪ Managing travel & appointments.
▪ Handling expense accounting.
▪ Monitoring & managing communication
▪ Managing the customer care department
▪ Handling the public relation affairs.
▪ Organizing exhibitions & seminars.
▪ Handling all international calls
▪ Dealing with all foreigners customers
▪ Responsible for all internal & external correspondence
▪ Inventing the new media campaign for the new year
▪ Representing the new marketing plan on a monthly basis.
▪ Preparing tenders on a tight scale.
▪ Preparing Offers and Contracts on a wide range.
▪ Following up with all export and import forwards.
▪ Coordination with our suppliers and customers.
▪ Arranging program of gifts for both customers and suppliers to maintain loyalty.
▪ Handle orders either imported or exported from the production till the arrival and
clearance of the shipment.
▪ Follow up clients payments
▪ Coordinate between client’s requirements and suppliers.
▪ Monitor local & international market movements.
▪ Prepare sales and marketing reports periodically
Page 4 of 5
Qualifications Management skills
o Business Administration
o Team Building Skills
o Sales and business development Computer Skills:
o MS Office (Word, Excel, PowerPoint, Access, MS Project)
o Windows 7 / 8 Languages:
o Arabic: Mother tongue
o English: Perfect reading, writing, speaking and understanding. Business Skills:
o Led and supervised a team of professionals to accomplish many
projects. Enthusiastic service oriented team player. Self-
motivated, result driven with excellent interpersonal skills.
o Ability to work under pressure for a long period and flexible with
working hours
o Very strong attitude in sales & communication and excellent
negotiation skills
o Very good presentation skills, effective decision making and
influence skills
o Have the ability to take responsibility quickly & analytical skills
o Ability to acquire and maintain relationships e.g., associates,
customers & vendors
Personal Details
Marital Status: Single
Gender: Female
Nationality: Egyptian
Age: 32
Education
1999/2003 Bachelor of Arts / English Department.
Page 5 of 5
Courses & Training
Course Training Center
▪ Fatca Training 2014 NBK
▪ Anti Money Laundry 2014 NBK
▪ Insurance Product Training FIB NBK
▪ BancsLink-Vision Plus–Cat-CSC-Cinet-Host-call center NBK
▪ Thahabi Investment Certification Program 2011 IMPACT
▪ IELTS preparation program 2011 IBS
▪ GMAT 2011 AMIDEAST
▪ Family Insurance 2011 IMPACT
▪ Kuwait Stock Market Operations 2010 IBS
▪ Introduction to Investment 2008 IBS
▪ Anti Money Laundry Course 2010 NBK
▪ NRDP ( New Recruitment Development Program) NBK
▪ English for Business Meetings 2010 IBS
▪ Advanced English Grammar 2010 IBS
▪ Service Quality and Customer Care NBK
▪ Time Management Training NBK
▪ Excel/ PowerPoint/Project Infocenter
Interests and activities
▪ I am interested in learning new skills, especially those related to management and business
development, debate and presentation skills.
▪ I particularly enjoy researching and digging up materials for topics that interest me.
▪ During my studies and activities, I have submitted many researches.
▪ I am very fond of reading literature, swimming and running.
References Provided Upon Request
