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Ahmed
Financial Advisor – Small Business
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Competencies
Demonstrated experience with Sales Management.
Demonstrated experience with Business Development.
Demonstrated experience with Commercial Operations.
Demonstrated experience with Branch Management.
Demonstrated experience with Team Leadership & Coaching.
Education
Languages
Summary
Financial Advisor – Small Business open to new opportunities
Experience
Financial Advisor – Small Business
Advised small-business owners on day-to-day banking needs and recommended products and services based on their business requirements.. Supported clients with chequing accounts, account maintenance, money transfers and routine banking issues.. Discussed credit card, loan and financing options with clients and supported applications through the bank’s review and approval process.. Reviewed and processed credit and financing applications within applicable policies, procedures and delegated authorization limits.. Helped identify and prevent potential fraud by reviewing suspicious activity and escalating concerns to the appropriate teams.. Built client relationships through needs-based conversations, responsive service and tailored financial recommendations.. Resolved or directed clients’ debit card, credit card and account concerns to the appropriate internal departments, including fraud and collections when required.. Handled client financial information in accordance with internal procedures and regulatory requirements.
Branch Sales Manager
Managed and coached sales representatives, setting expectations and supporting individual and team performance.. Oversaw branch quality assurance by monitoring customer-service calls and reviewing emails for service standards and adherence to procedures.. Reviewed sales and service performance, identified gaps and provided follow-up coaching and corrective guidance.. Managed customer relationships and supported acquisition and retention through a service-focused sales approach.. Coordinated staff schedules and daily branch activities and worked with other departments to support smooth operations.
Founder & Commercial Manager
Founded and owned a marble business, overseeing its commercial activities and day-to-day business operations.. Managed customer relationships, sales discussions, supplier coordination and commercial negotiations.. Prepared and reviewed quotations, negotiated pricing and adjusted offers according to market conditions, supply and demand.. Identified public tender opportunities, reviewed bid requirements and prepared commercial submissions.. Developed the company’s service offering, including marble crystallization and vitrification techniques.