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 TRAININGSProblem loan managementQuick books / simply accountingAML, KYC, Fraud complianceSocial and business etiquetteOperations risk managementWorkplace communicationsAsset liability managementStrategic Thinking and planning course Communicate effectivelyStrong computer skills with an ability to multitask in a fast-paced environmentAbility to adapt and seek solutions for customers in a fast-paced environmentCapable of effectively operating in a team oriented and highly collaborative environmentExcellent interpersonal, leadership and oral/written communication skillsCapable of multi-tasking and working efficiently under stress and high volumeDemonstrated passion and interest in financial marketsProven ability to meet and exceed productivity and quality monitoring goalsFinancial services industry experience
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