Experience

• 

  Mashreq Capital DIFC Limited

  • Dubaï, Émirats arabes unis

  • Marketing And Business Development- Assistant Manager

    • Jun 2022 - May 2023
    • Dubaï, Émirats arabes unis

    • Leading cross-functional departments, orchestrating their management and synchronization to ensure the timely and successful fulfillment of project assignments and deliverables.• Acting as the key point of contact for Discretionary Mandates, distributors, administrators, custodians, and vendors, fostering effective communication and collaboration.• Collaborating closely with department heads to validate proposals, factsheets, market outlooks, and VIP client communications.• Responsible for new product marketing, new share class establishment , market research publishing , and operational support, leading to fund growth and increased Assets under Management (AuM) through distribution channels.• Organized and conducted road shows and training sessions for fund distributors, enhancing product understanding and promotion.• Ensured rigorous compliance with Bank policies and regulations, delivering high-quality client performance reviews, reports, marketing materials, and maintaining up-to-date KYC and AML documentation, resulting in outstanding client service.• Successfully led the Mashreq Capital new website project, collaborating closely with design and development teams to ensure content alignment with project goals and timelines.

• 

  BNA - Banque Nationale Agricole

  • Tunisia
  • Banking
  • 700 & Above Employee

  • Senior Marketing & Business Development Manager

    • Jan 2014 - May 2022

    • Responsible for devising the new product sales strategy: Successfully led a digital transformation program, shifting investment activities from offline to the Real-Time Mobile/Web Trade application.• Responsible for marketing campaigns to promote various investment products, including Equity and Fixed Income Funds.• Managed marketing and operations related to IPOs and Capital increase for companies listed in Tunisia stock exchange convincing multiple institutions and international funds to participate.• Led business development and marketing efforts related to bond loans issued by banks and financial institutions .• Established and nurtured relationships with clients and partners: overseeing equity and fixed income portfolios for retail and institutional clients, including insurance, banks, real estate, airline, and telecommunication companies.

  • Investment Advisor

    • Aug 2008 - Jan 2014

    • Advised clients on investment options, including stocks, bonds, and mutual funds.• Effectively communicated the essential characteristics of investment products, highlighting potential limitations and risks.• Offered tailored advice to clients, aligning investment recommendations with market conditions, client objectives, and investment horizons.• Provided guidance to clients in managing their investment portfolios, ensuring they were well-informed about their positions and market prospects.• Managed daily trading activities for individual accounts, • Supported the research and development department by identifying emerging market trends, events, and closely monitoring investment Key Performance Indicators (KPIs) on a daily basis.