Summary
Overview
Work History
Education
Skills
Languages
Timeline
References
Generic
Bilal Rajjoub

Bilal Rajjoub

Dubai

Summary

Driven sales professional with over 10 years of experience in managing high-priority initiatives in wealth management. Skilled in executing strategic projects and collaborating with diverse stakeholders to achieve organizational objectives. My expertise includes managing timelines and budgets while ensuring smooth execution through effective team leadership. With a proven track record in enhancing client experiences and driving continuous improvement, I am motivated to leverage my skills to contribute to impactful projects that benefit the local community.

Overview

16
16
years of professional experience

Work History

Digital Banking Advisor / Senior Banking Advisor

Royal Bank of Canada
Toronto, Ontario
07.2021 - Current
  • Acted as a Digital Banking Advisor/Navigator in a pilot project for RBC eXperience, a futuristic branch showcasing innovative digital banking solutions. Played a key role in hosting events and workshops, ensuring seamless execution and stakeholder satisfaction while supporting RBC’s digital transformation strategy.
  • Led an educational financial literacy program, conducting weekly workshops such as ‘Kids & Money,’ ‘Teens & Money,’ and ‘Investment Tips & Tools for Beginners.’ educating the community on effective financial management and the use of digital banking tools, aligning with RBC’s community outreach objectives.
  • Identified and developed new business opportunities through networking events and client referrals, contributing to revenue growth and expanding the client base.
  • Provided comprehensive financial advisory services, guiding clients through credit solutions, budgeting, investments, and insurance products. Developed tailored financial plans based on thorough analysis of client needs (KYC) and risk tolerance.
  • Enhanced client loyalty by delivering exceptional service, contributing to an outstanding Net Promoter Score (NPS) of 96% in 2023, reinforcing RBC’s customer-first approach.

Real Estate Sales Associate

Colliers
Toronto, Ontario
09.2019 - 07.2021
  • Conducted market research to identify trends and potential customers.
  • Developed relationships with key stakeholders in the real estate industry.
  • Advised clients on property values, taxes, zoning regulations, mortgages and legal requirements.
  • Negotiated contracts between buyers and sellers of real estate.
  • Assisted clients in obtaining financing from banks or other lending institutions.
  • Provided guidance to clients throughout the entire home buying process.

Sales Manager / Business Development Manager

Italian Concept
Jeddah, Saudi Arabia
08.2013 - 08.2019
  • Conducted analysis of competitor products, services, and market trends to develop an effective market penetration strategy, ensuring alignment with organizational objectives.
    Engaged investors and project owners by showcasing product and service benefits at international and local exhibitions, delivering compelling presentations that drove sales growth and expanded services nationwide.
  • Established strategic partnerships with vendors, enhancing market reach and creating new sales opportunities to support organizational growth.
  • Monitored customer behavior and market dynamics, utilizing data analytics to refine sales strategies, optimize performance, and achieve targets effectively.
  • Recruited, trained, and led a high-performing sales and support team, enhancing profitability through established benchmarks for customer service, cost control, revenue, and profit margins.
  • Strengthened customer loyalty and retention by building strong relationships with clients, resulting in an expanded client base.
  • Executed comprehensive marketing plans that included budgeting, forecasting, and target market analysis, contributing to successful project implementation and alignment with organizational goals.

Project Cost Control Coordinator

Elite Arabia
Jeddah, Saudi Arabia
01.2011 - 08.2013
  • Prepared accruals based on subcontractor progress billings and estimations of unbilled work, ensuring that all estimations were thoroughly justified and aligned with project objectives.
  • Reviewed purchase requests, invoices, and change inquiries against budget and forecasts, facilitating approval and commitment processes to maintain financial integrity.
  • Developed budget change requests and trends based on verified changes, ensuring accurate financial tracking and reporting.
  • Supported budget requests by providing required documentation in collaboration with project coordinators, enhancing transparency and accountability.
  • Contributed to the preparation of monthly earned value and progress reports under the guidance of the Project Manager, facilitating informed decision-making and project tracking.

Accountant

Casa Décor
Jeddah, Saudi Arabia
01.2009 - 02.2011
  • Conducted daily accounting tasks.
  • Reconciled and resolved monthly bank statement discrepancies.
  • Managed the processing of payroll, electronic deposits and employee pay adjustments.

Education

BBA - Finance

University of Business & Technology
Jeddah, Saudi Arabia
09-2008

Investment Funds in Canada - Finance

Canadian Securities Institute
Toronto, Ontario
12-2021

Skills

  • Sales Operations
  • Business Development
  • Client Acquisition
  • Strategic Planning
  • Project Management
  • Customer Service
  • Financial Planning
  • Budgeting
  • Investment Banking
  • Risk Analysis
  • Bookkeeping operations
  • Account Reconciliation
  • Time Management
  • Problem Solving
  • Detail Oriented

Languages

Arabic
Native/ Bilingual
English
Native/ Bilingual

Timeline

Digital Banking Advisor / Senior Banking Advisor

Royal Bank of Canada
07.2021 - Current

Real Estate Sales Associate

Colliers
09.2019 - 07.2021

Sales Manager / Business Development Manager

Italian Concept
08.2013 - 08.2019

Project Cost Control Coordinator

Elite Arabia
01.2011 - 08.2013

Accountant

Casa Décor
01.2009 - 02.2011

BBA - Finance

University of Business & Technology

Investment Funds in Canada - Finance

Canadian Securities Institute

References

References available upon request.

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Bilal Rajjoub