Ali O.

Experience

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  Crédit Agricole d'Ile-de-France

  May 2009 - Jan 2012

  Relationship Business Customer

  Act as custodian for cash, combinations, keys and negotiable securities as required and in accordance with established guidelines. Completes basic administrative support, processing, operational, servicing and/or accounting related duties in support of assigned area. Resolves issues as required and refers problems to higher level when appropriate. Provides quality customer service support either face-to-face or through an alternate channel as required by the business. Strong communication (writing and speaking).Maintain superior service to promote products and expand customer relationships.Actively participate and assist with all Bank promotional programs, sales and direct marketing initiatives.Strong sales orientation. Show less

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  Crédit Agricole

  Jan 2012 - Apr 2016

  Relationship Manager

  Managing portfolio of 320 clientsEstablished portfolio management skills, including proven ability to execute sales activities and manage sales pipelineDevelop a good understanding of the equipment finance industry, competitors, pricing environment, security requirements and product offerings.Proven ability in identifying and meeting customer needs through a broad range of products and services.Proven ability to innovate and deliver creative and flexible customer solutions.Clear view on how to work with Compliance, Credit & RiskProven relationship building and teamwork skillsStrong sales/closing skillsStrong negotiation skillsStrong communication skills Show less

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  HSBC

  Apr 2016 - Sept 2023

  Senior Relationship Manager

  Responsabilities : Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments,insurance, and estate planningDevelop, review and optimize investment portfolios by serving high value clientsAchieve agreed KPI objectives by development of existing and new relationships to maximize a portfolioincreasementStrong sales orientation, networking and portfolio management skillsAn excellent understanding of financial planning, wealth management and understanding client needClear view on how to work with Compliance, Credit & RiskMonitor client satisfactionEstablish and maintain a strong team spiritStrong communication, client focus and influencing skillsUnderstands / speaks French as well as English fluently Show less

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  Banque Internationale à Luxembourg (BIL)

  Aug 2023 - now

  Relationship Manager MENA U/HNWIs