Imad Elali
Relationship Manager
Ottawa,ON
Summary
Seeking assignments in providing expert and professional advice, guidance and recommendations on a wide variety of industries. Constantly focusing in obtaining an excellent return on utilizing a team-based approach to provide complete solutions to clients’ financial needs with a growth-oriented organization
SYNOPSIS
Trained professional tasked with providing independent and objective evaluations of company financial and operational business activities, manage affluent customer relationships, providing a full range of products and services to meet their needs. Priority Business
Overview
29
29
years of professional experience
Work History
Relationship Manager
Service Canada/Government of Canada
Ottawa
11.2020 - Current
- Develop a strong understanding of customer and market dynamics and requirements
- Understands current employment trends and adapts to changing markets
- Develop a focused business outreach plan in conjunction with Program Manager, which details activities to follow during a set time frame
- Understand and effectively communicates program vision, model, and execution strategies
- Develop loyal and long-lasting client relationships through personal attention and follow-up
- Demonstrate a consultative sales-related approach utilizing strong communication skills to procure/maintain new clients relationships and job orders
- Adhere to all company policies, procedures, and business ethics codes
- Liaise with and advise senior management on internal audit issues
- Provide support to the wider financial team on additional projects in addition to the existing product; educational, investment and retirement plans….
- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues
- Effectively meeting customer expectations and handling/ reduction of customer complaints
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention
- Manage the portfolio to de-risk against attrition and achieve stability of book
- Complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets
- Serve as the one-point contact to the High Net Worth clients.
Interpreter
MCIS Language Solutions
Ottawa
01.2019 - 10.2020
- Interpret and translate between English and Arabic, maintaining confidentiality and interacting with clients from a range of socio-cultural and economic backgrounds
Business Manager
Orleans Dodge Chrysler Jeep Ram Orléans
Ottawa
11.2015 - 12.2019
- Arranged financing and reviewed required documents to determine approval/rejection
- Tracked daily sales and generated activity and productivity reports
- Verified customer information including income information and signature.
Operations and Customer Service Manager
Al Hilal Bank
Ain, Al
06.2008 - 09.2014
- Manage new corporate clients and acquire new relationships that fit within bank’s business and credit criteria
- Cross selling all banks products (Retail, Treasury, Private banking) to corporate clients
- Manage and develop corporate portfolio to ensure good quality and maximum return
- Ensure internal guidelines, policies and procedures are strictly followed in order to protect bank’s interest
- Represent the bank in a professional manner with all external constituents with the highest degree of integrity and quality
- Serve as a member of Al Ain branch credit committee and take active part in the credit decision-making process
- Prepare corporate accounts credit proposals and annual reviews and liaise with departments like Credit Administration and Legal in order to conclude the process
- Liaise with credit Administration Department and legal Division for monitoring watch-list accounts
- Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence
- Provide recommendations tied to analysis and assessment of credit risk
- Present analysis, findings, and recommendations to managers, especially findings that involve a borrower’s ability to repay
- Keep up to date with the company’s lending protocols
- Reconcile credit files and identify discrepancies and variances
- Develop and prepare spreadsheets and models to support analysis of new and existing credit applications
Head of Operations
Abu Dhabi Islamic Bank
Ain, Al
02.2006 - 06.2008
- Developed and implemented operations strategy
- Implemented appropriate rewards/recognition systems, as well as coached/corrective actions
- Prioritized customer, employee, and bank requirements
- Maintained and monitored staffing levels, Knowledge-Skills-Attributes (KSA) of branch employees’ expectations and motivation
Operations Administration Officer
National Bank of Abu Dhabi
Abu Dhabi
05.2004 - 02.2006
- Explained, advised on and promoted bank products and services to customers
- Responsible for bringing in new customers and boosting the bank’s profits
- Created and analyzed management information and reports, which are sent to branch staff and also to the head office
Financial Consultant
Zurich International Life
Abu Dhabi
03.2003 - 04.2004
- Provide in-depth knowledge and service on the trading platform, research, and enterprise offerings
- Quickly solve each clients' unique problems through research, creativity, and working with teammates
- Managed improvement and maintenance projects while keeping to strict deadlines
- Worked closely with other teams and communicated with them clearly to ensure that all projects were completed successfully and promptly
- Managed outbound phone sales activities
- Handled individual objectives and enforced new business development and sales programs.
Head Teller
Arab Bank P.L.C
Abu Dhabi
03.1994 - 02.2003
- Handled all branch cash transactions
- Verified all daily financial documentations and records
- Controlled all documentation processes related to cash area
Education
Master of Business Administration (MBA) - undefined
University of Atlanta
Internationally Professional accountant - undefined
Ottawa Chinese Community Centre
Skills
SKILLS AND TRAININGSundefined
Timeline
Relationship Manager
Service Canada/Government of Canada
11.2020 - Current
Interpreter
MCIS Language Solutions
01.2019 - 10.2020
Business Manager
Orleans Dodge Chrysler Jeep Ram Orléans
11.2015 - 12.2019
Operations and Customer Service Manager
Al Hilal Bank
06.2008 - 09.2014
Head of Operations
Abu Dhabi Islamic Bank
02.2006 - 06.2008
Operations Administration Officer
National Bank of Abu Dhabi
05.2004 - 02.2006
Financial Consultant
Zurich International Life
03.2003 - 04.2004
Head Teller
Arab Bank P.L.C
03.1994 - 02.2003
Master of Business Administration (MBA) - undefined
University of Atlanta
Internationally Professional accountant - undefined
Ottawa Chinese Community Centre
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