Naser Al Banna
Brokerage Agent at Global Financial Investments Holding- Claim this Profile
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Bio
Credentials
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Series 7 - Stockbroker Certificate
Institute of Banking and Financial Training (Amman, Jordan)Dec, 2005- Nov, 2024
Experience
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Global Financial Investments Holding
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Oman
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Financial Services
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1 - 100 Employee
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Brokerage Agent
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Jul 2020 - Present
Key Responsibilities: - Buy and sell stocks on behalf of clients and help them reach their financial goals. - Offer financial and investment advice to clients. - Inform clients of new investment opportunities within the stock market. - Make changes in investment strategies based on market conditions. - Provide regular updates to clients regarding the status of their investment portfolios. - Source new clients through networking and marketing - Translating clients’ financial needs into successful investment strategies. - Keeping abreast of and understanding economic conditions and trends with constantly monitoring the market’s performance. -Accuracy in operations executing & making important decisions quickly related to stock market variations. Show less
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Al Maha Financial Services LLC
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Oman
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Investment Management
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1 - 100 Employee
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Customer Relationship Manager & Broker with Advice
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Apr 2010 - Jun 2020
Key Responsibilities: - Marketing by visiting new customers and providing them with information about our company and services. - Searching and attracting new customers. - Monitor my clients’ investment and report the research and information to the clients. - Buy & sell stocks, bonds on behalf of clients (individuals/corporations) & offering investment advice to clients. - Monitoring of orders execution with ensuring to inform the clients while making sure authorization form has been filled and completed. - Monitoring of settlement system through control financial settlement position. - Working well with many different kinds of clients & ability to find new clients. - Translating clients’ financial needs into successful investment strategies. - Accuracy in operations executing & making important decisions quickly related to stocks variations. - Keeping abreast of and understanding economic conditions and trends with constantly monitoring the market’s performance. Show less
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International Financial Services
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Masqaţ, Oman
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Deputy General Manager/Brokerage Manager
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May 2009 - Mar 2010
Key Responsibilities: - Manage the company and supervise all departments. - Identify new opportunities and principal risks. - Formulate long-term business strategies to achieve profitable revenue growth. - Manage brokerage department. Key Responsibilities: - Manage the company and supervise all departments. - Identify new opportunities and principal risks. - Formulate long-term business strategies to achieve profitable revenue growth. - Manage brokerage department.
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Brokerage Manager “Customer Service Broker with Advice“
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Mar 2005 - Mar 2010
Key Responsibilities:- Use PAM program – Atos Euronext Market solution.- Manage brokerage department.- Analyze stocks and help clients invest wisely by understanding their needs for different returns on investments or risks involved in each option. - Help clients with all aspects of finances, from choosing the right investments to personal budgeting.- Buy & sell stocks, bonds on behalf of clients (individuals & corporations).- Provide accurate investment advice to clients.- Monitoring of orders execution with ensuring to inform the clients while making sure authorization form has been filled and completed.- Fundamental & Technical analysis of listed companies on Muscat Securities Market and analyzing information.- Monitoring of Settlement system through control financial settlement position.- Working well with many different kinds of clients & ability to find new clients.- Translating clients’ financial needs into successful investment strategies.- Accuracy in operations executing & making important decisions quickly related to stocks variations.- Keeping abreast of and understanding economic conditions and trends with constantly monitoring the market’s performance.- Keeping up with new securities regulations. Show less
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Acting General Manager
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Jul 2007 - Apr 2009
Key Responsibilities:- Manage the company and supervise all departments.- Identify new opportunities and principal risks.- Formulate long-term business strategies to achieve profitable revenue growth.- Manage brokerage department.
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Finance Manager
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Sep 2000 - Feb 2005
Key Responsibilities:- Analyze market trends to highlight potential risks and profit opportunities.- Aid management in financial decisions.- Execute short and long-term financial strategies to reach company goals.- Prepare reports and financial statements.Key Achievements:- Member of the Board of Directors in Oman National Electric Company on behalf of International Financial Services from Sep 2000 to Feb 2003
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Head of Accounts Management
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Nov 1997 - Sep 2000
Key Responsibilities:- Accounts & Financial Statements Preparations, including Balance Sheet, Profit & Loss, Notes, Schedules and Directors reports.- Reconciliation of bank accounts and maintaining of banking relationships.- Managing both Cash and Accounts Receivables.- Controlling clearance & settlement with brokerage companies on a daily basis.- Verifying & approving payment vouchers issued by the company to brokers & customers.- Fundamental analysis of listed companies on Muscat Securities Market and providing information to both investors and management.- Performing various ad hoc reports along with necessary recommendations to the general manager.- Personal signature authorized and accepted by banks.- Preparation of capital adequacy report. Show less
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United Securities LLC
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Financial Services
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1 - 100 Employee
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Accountant
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Aug 1996 - Oct 1997
Key Responsibilities: - Preparation of daily journal entries & posting to ledger. - Managing several accounts for the company. - Maintaining petty cash, payables and receivables accounts. - Handling of data entry in computerized accounting system - Comply weekly and monthly financial statements and reports. - Coordination with banks of daily transactions including withdrawals, deposits, transfers and collection of various banking documents. - Reconciliation of bank statements, along with preparation of monthly salaries and payroll register. - Preparation of accounting vouchers and posting to proper general ledger accounts. Show less
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Universal Investment
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Masqaţ, Oman
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Entry-Level Accountant
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Aug 1995 - Jul 1996
Key Responsibilities: - Entry-level accountant position in the Securities Market in Jordan. - Gained intermediate knowledge of accounting & finance. - Assisting in balancing sheets and income statements. - Assisting with reviewing income and expenses. - Assist senior accountants with different financial operations - Established direct dealings with brokerage firms and principals. Key Responsibilities: - Entry-level accountant position in the Securities Market in Jordan. - Gained intermediate knowledge of accounting & finance. - Assisting in balancing sheets and income statements. - Assisting with reviewing income and expenses. - Assist senior accountants with different financial operations - Established direct dealings with brokerage firms and principals.
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Education
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1991 - 1995
Yarmouk University
Bachelor's degree, Administrative Sciences (Financial & Banking)
Community
