M’hammed Lamrissi

• Financial and Fiscal Strategy Analysis and Development:Specialize in the in-depth analysis and development of comprehensive financial and fiscal strategies. This involves
  
  evaluating current market conditions, regulatory landscapes, and individual client needs to
  formulate effective and tailored strategies.
  ● Portfolio Management for 350 Individuals ($60,000,000):Direct the management of a
  diverse portfolio, catering to the financial goals and preferences of 350 individuals. This portfolio amounts to $60,000,000 and consistently generates an average of $5,500,000 in net sales per year, primarily invested in mutual funds.
  ● Top Performer Recognition in the Institution:Acknowledged as the top performer within the institution for exemplary contributions to the position. This recognition underscores a track record of consistently delivering outstanding results in the field of financial analysis and portfolio management.
  ● Prospecting:Engageinactiveoutreachandprospectingactivitiestoidentifypotential clients and business opportunities.
  ● UnderstandingCustomerNeeds:Conductathoroughanalysistocomprehendthespecific needs and requirements of clients. This involves listening attentively to their concerns and expectations.
  ● StrategyDevelopment:Developcomprehensivestrategiestailoredtoaddressthe identified needs of clients. This includes formulating plans to effectively meet client objectives.
  ● ImplementationandMonitoringofStrategies:Executethedevisedstrategiesandclosely monitor their implementation. This ensures that the strategies remain aligned with evolving client needs and market dynamics.
  ● MarketSurveillance:Keepavigilanteyeonthemarkettostayinformedaboutindustry trends, competitor activities, and emerging opportunities. This information is crucial for making informed business decisions.
  ● CommunicationwithExistingClientele:Maintainregularcommunicationwithexisting clients to strengthen relationships, gather feedback, and address any concerns. This contributes to client satisfaction and loyalty.
  ● Resource Management and Lead Qualification Process Implementation: Oversee the management of resources and establish processes for the qualification of leads. Implement and monitor lead qualification procedures to streamline the prospecting process.
  ● Analytics: Behavioral Finance, Client Data Utilization for Targeted Investments: Leverage analytics, specifically in the realm of behavioral finance, and utilize client data to refine and target existing investments.

• Negotiate Large-Scale Contracts for the Quebecor-Videotron Group:Spearhead negotiations for significant contracts on behalf of the Quebecor-Videotron group. This involves navigating complex agreements and ensuring favorable terms for the organization.
  ● Perform Financial Analysis and Supplier Comparison:Conduct thorough financial analyses and comparisons of potential suppliers. This aids in informed decision-making to secure partnerships that align with the organization's financial objectives.
  ● Create and Amend Contracts, Manage Supplier Contracts:Undertake the creation and modification of contracts, overseeing the entire lifecycle of supplier contracts, including renewals and related administrative tasks.
  ● Manage Complex Projects Valued at Several Million Dollars:Direct the management of intricate projects with substantial financial implications. This entails coordinating various project elements, ensuring effective communication, and delivering successful outcomes within established budgets.
  ● AchieveAnnualSavingsof$3,000,000fortheDepartment:Successfullyidentifyand implement cost-saving measures, resulting in an annual savings of $3,000,000 for the
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  department. This demonstrates a commitment to financial efficiency and strategic resource
  management.
  ● Procure,Organize,andDistributeMaintenanceandPersonnelSupplies:Overseethe
  end-to-end procurement process, organization, and distribution of supplies for maintenance activities and personnel use. This encompasses strategic sourcing, inventory management, and efficient distribution practices.
  ● AnalyzeInventoryforServiceabilityandSalvageability:Conductthoroughanalysesof inventory to determine the serviceability, unserviceability, and salvageability of materials. This includes comparing items against back stock records and distributing them to designated locations as needed.

● Submit Mortgage Financing Requests: Initiate and oversee the submission process for mortgage financing requests. This involves liaising with financial institutions to secure favorable terms for clients seeking real estate financing.
● Facilitate Consumer Financing Applications: Manage the application process for consumer financing, ensuring a smooth and efficient experience for clients seeking personal financial assistance.
● HandleInvestmentsunder$100,000:Manageandexecuteinvestmenttransactionsfor amounts under $100,000, optimizing portfolio growth and aligning investments with clients' financial objectives.
● Promote and Sell Complementary Products, Including Credit Cards: Actively engage in the sales process by promoting and selling complementary financial products, such as credit cards and other related offerings.
● Client Outreach and Prospecting: Conduct proactive client outreach efforts to expand the client base. This involves identifying potential clients and presenting financial solutions tailored to their needs.
● Refer High-Potential Clients to Wealth Management Advisors: Identify clients with significant financial potential and refer them to wealth management advisors for comprehensive financial planning and investment strategies.
● DevelopandImplementTaxStrategies:Formulateandexecutetaxstrategiesforclients, ensuring optimal financial efficiency and compliance with applicable tax regulations. This involves leveraging opportunities to minimize tax liabilities while maximizing financial benefits.