MAHMOUD MUSLEH
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
Work History
Financial Consultant
Equity Finders Real Estate Mortgages
01.2021 - 01.2023
- Analyzed and evaluated client's financial documents, credit reports, and other relevant information to determine eligibility for various mortgage products.
- Conducted in-depth consultations with clients to understand their financial goals, providing personalized mortgage advice based on their unique needs.
- Collaborated with real estate agents, and other professionals to streamline the transaction process and facilitate successful closings.
- Successfully met and surpassed monthly sales objectives with an average target of $900,000, demonstrating strong sales performance and goal attainment.
- Facilitated new client onboarding process and investment account setup.
Relations Officer
Three Dimensions Trading Material
01.2017 - 01.2020
- Developed relationships with clients in the trading material industry, understanding their business needs and providing tailored solutions.
- Worked closely with the sales team to understand client requirements and ensure the timely delivery of trading materials.
- Maintained a deep understanding of the trading material industry, staying informed about market trends, new products, and competitors.
- Assisted the sales team by providing key insights into client preferences, market trends, and competitor activities.
- Contributed to the development of sales strategies and participated in client presentations and negotiations.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Education
Master of Banking and Finance -
Near East University
Nicosia, North Cyprus12.2019
Bachelor of Business Management -
Girne American University
Kyrenia, North Cyprus12.2016
Skills
- Cash Management Strategies
- Investment strategies
- Analytical Thinking
- Sales and Marketing
- Technical Analysis
reference
available upon request
Timeline
Financial Consultant
Equity Finders Real Estate Mortgages
01.2021 - 01.2023
Relations Officer
Three Dimensions Trading Material
01.2017 - 01.2020
Master of Banking and Finance -
Near East University
Bachelor of Business Management -
Girne American University
Similar Profiles
Ahmad MousaAhmad Mousa
Sales Manager at Elite Mortgages & Real EstateSales Manager at Elite Mortgages & Real Estate
Elijah NeverovElijah Neverov
Retail Advisor at Equity Commercial Real Estate SolutionsRetail Advisor at Equity Commercial Real Estate Solutions
GUY RUBINSTEINGUY RUBINSTEIN
Real Estate Agent at Equity Union Real EstateReal Estate Agent at Equity Union Real Estate