Ahmad Taher

AVP CREDIT RISK

Managed a diverse client portfolio, driving **X% portfolio growth** through strategic risk management and business development initiatives. Provided expert financial counsel and tailored solutions to small business owners, building enduring partnerships by addressing their diverse financial needs. Enhanced the banking experience for premium clients through proactive relationship management, resulting in increased client satisfaction and retention. Expanded client base by **Y%** through targeted prospecting and networking efforts. Consistently surpassed sales targets across liabilities, retail assets, business banking, forex, credit cards, and online trading by effectively promoting a comprehensive suite of banking and wealth management products. Deepened relationships with core segment customers, increasing portfolio size by **Z%** through strategic engagement and personalized service. Analyzed customer financial profiles to recommend optimal banking products and services, fostering customer loyalty and satisfaction. Collaborated across geographic boundaries to expand client relationships and broaden the bank's market reach. Cultivated and managed relationships with high-net-worth clients, consistently exceeding business targets through strategic cross-selling and upselling. Conducted in-depth customer profiling to identify individual financial needs and deliver customized product offerings and financial planning advice. Served as a dedicated point of contact for high-net-worth clients, ensuring seamless service delivery and exceptional customer experiences.

• Maintain and build a portfolio of clients with a balance on risk and business.
• provide quality and professional advice to small business owners on their various financial needs.
• Provide relationship management to premium clients account on financial needs
• Responsible for prospecting new business
• Promoting full-range of banking and wealth management products & services to potenial customers

•Maintain and build a portfolio of clients with a balance on risk and business. •provide quality and professional advice to small business owners on their various financial needs. •Provide relationship management to premium clients account on financial needs •Responsible for prospecting new business •Enhancing and upgrading the High Net Worth relationships. •Profiling Customers and provide financial products to meet customer needs •Providing Financial planning & Investment Advise •Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. •One point contact for all requirements of High Net Worth customers in the Branch

• Maintain and build a portfolio of clients with a balance on risk and business.
• provide quality and professional advice to small business owners on their various financial needs.
• Provide relationship management to premium clients account on financial needs
• Responsible for prospecting new business
• Enhancing and upgrading the High Net Worth relationships.

• Maintaining long-term relationship with our core segment customers.. • Grow customer portfolio size by deepening existing customer relationships. •Provide advice on potential financial solutions based on identified needs. • Analyse financial requirements of customer and match with bank's product offerings. • Work effectively across geographic borders with customers to deepen relationship with bank.

• Maintaining long-term relationship with our core segment customers..
• Grow customer portfolio size by deepening existing customer relationships.
• Provide advice on potential financial solutions based on identified needs.
• Analyse financial requirements of customer and match with bank's product offerings.
• Work effectively across geographic borders with customers to deepen relationship with bank.

•To market and sell a full range of financial services and products which including cash management, investment, trade, treasury, investment, insurance, loan and etc to cater for small business segment. • achieve individual assets / liabilities and revenue targets through acquiring new accounts, growing and maintaining assigned portfolio of small business customers. •Maintain and build a portfolio of clients with a balance on risk and business. • provide quality and professional advice to small business owners on their • provide quality and professional advice to small business owners on their various financial needs.

• To market and sell a full range of financial services and products which including cash management, investment, trade, treasury, investment, insurance, loan and etc to cater for small business segment.
• achieve individual assets / liabilities and revenue targets through acquiring new accounts, growing and maintaining assigned portfolio of small business customers.
• Maintain and build a portfolio of clients with a balance on risk and business.
• provide quality and professional advice to small business owners on their
• provide quality and professional advice to small business owners on their various financial needs.

-Issuing clearance & liabilities letter for all loans. -Receiving manager cheques to pay off customer loans from many different banks & send it to bank operation to clear each loans. -Issuing reference letters to traffic department to change any details of cars in mortgage with our bank or to release them for traveling abroad. -Checking the telegraphic transfer process, closing our customer accounts & fund transfer issues. -Preparing the requests for changing the submitted cheques for the loans & after the approval I send the new chaeues to operation & receive the previous cheques which were submitted at the beginning of the loan.

• Issuing clearance & liabilities letter for all loans.
• Receiving manager cheques to pay off customer loans from many different banks & send it to bank operation to clear each loans.
• Issuing reference letters to traffic department to change any details of cars in mortgage with our bank or to release them for traveling abroad.
• Checking the telegraphic transfer process, closing our customer accounts & fund transfer issues.
• Preparing the requests for changing the submitted cheques for the loans & after the approval I send the new chaeues to operation & receive the previous cheques which were submitted at the beginning of the loan.