Basic Info

Sherif Zakhary, CFA

14 years

Dubai, United Arab Emirates

Master's Degree

Manager

Work Experience

Relationship manager at Mubasher Financial Services

Experience Details

Relationship manager

Sales/Retail, Accounting/Finance

Manager

Accomplishment
 Played key role in developing long-term relationships with 200+ new clients leading to significant enhancement in market share
 Acquired significant exposure in UAE markets by evaluating 12 financial statements of DFM and ADX, on a quarterly basis
 Rated high for accurate interpretation of data on price, yield, stability, economic influences and other factors affecting local markets

Accountabilities:
 Build effective relationships with clients for evaluating/ updating client portfolios based on risk return profile
 Participate in regular reviews with clients for understanding current & long term requirements to provide customized business solutions
 Assess daily sales activity management information and other internal information tools to ascertain strategies for accomplishing business goals
 Maintain updated knowledge of relevant products and services available to provide the best solutions for clients and maximize revenues
 Conduct ongoing analysis of client portfolios through marketing of ideas and researching clients
 Involved in investigation of fraud, money laundering, false accounting statements and insider trading for products like Capital markets, Options, Forex
 Monitor client satisfaction data implementing portfolio level improvements, accomplishing business performance measures by delivering differentiated products and services to the client
 Ensure compliance to organizational policies and other statutory regulations with regards to sales & operations
 Generate awareness amongst employees on applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks for identifying/ mitigating the same in day to day business transactions


Company Details

Mubasher Financial Services

Dubai, United Arab Emirates

More than 1000 employees

Capital Markets , Financial Services

www.mubashertrade.com

Jun 2013 to present (3 years 6 months)
Private Wealth manager at Dunamis Capital

Experience Details

Private Wealth manager

Sales/Retail, Banking

Manager

Accountabilities:
 Assessed clients’ risk appetite, investment portfolio as well as accounts & results to align existing plans to market dynamics and financial performance
 Developed business strategies for acquiring new customers, enhancing cross selling within the existing client base
 Analyzed product margins across the segment; focused on minimizing attrition and enhance book building from existing customers
 Spearheaded team efforts in accomplishing business financial KPIs encompassing total revenue, liabilities & asset volumes as well as fee income
 Enhanced clients’ portfolio by implementing recommended financial plans based on evaluated investment products like Mutual funds (funds screening), Hedge funds (managers screening), ETFs Structured products and fixed income
 Rendered consultancy to clients based on updated knowledge on markets information and economic indicators
 Drafted investment propositions to relate with compliance, risk profile and investor requirements


Company Details

Dunamis Capital

Dubai, United Arab Emirates

51-100 employees

Financial Services

www.dunamis.com

May 2010 to May 2012 (2 years)
Senior Relationship manager at National bonds

Experience Details

Senior Relationship manager

Banking, Sales/Retail

Manager

Accomplishment
 Instrumental in implementing strategic marketing initiatives for promoting Mudarba Fund

Accountabilities:
 Interacted with clients for proposing financial requirements based on evaluated business model & finance requirements
 Evaluated audited financial statements to understand details like Liquidity Ratio, Leverage Ratio, Cash Flow
 Enhanced business growth by administering a portfolio of up to 180 high net worth clients, identifying/ closing cross-selling opportunities
 Assessed & communicated client feedback to the senior management team to enable effective decision making
 Prepared action plans and associated schedules based on projected monthly targets
 Liaised with referral partners within the bank for obtaining consistent and quality leads to enhance business generation
 Followed up with product development team for streamlining product proposition & processes
 Guided team members in efficiently managing portfolio aimed at accomplishing financial and non-financial targets for corporate clients


Company Details

National bonds

Dubai, United Arab Emirates

501-1000 employees

Financial Services

www.nationalbonds.com

Sep 2009 to May 2010 (8 months)
Team Leader-Privilege banking at Abu Dhabi Commercial Bank

Experience Details

Team Leader-Privilege banking

Banking, Sales/Retail

Manager

Accomplishment
 Graduated from Relationship Manager to Team Leader for consistently accomplishing business targets and rendering exemplary service
 Bagged "Top Performer" award for 9 consecutive months for surpassing bank’s sales and profitability targets
 Instrumental in assisting and enabling the team winning "Top Performance" Cup for Apr 2009

Accountabilities:
 Spearheaded team efforts in enhancing business generation across segments like mortgage, wealth management, Banc assurance, corporate banking products (Lcs, Ods, TTs), loans and cards
 Interacted with clients for collating/ evaluating requirements and providing customized solutions
 Highlighted critical business issues with potential business as well as revenue impact to the senior management for implementing effective remedial measures
 Enhanced client satisfaction by effectively resolving issues and rendering qualitative service delivery
 Optimized resource utilization and streamlined processes to enhance operational efficiency as well as organizational bottom lines
 Evaluated team performance and rendered productivity enhancement feedback. Organized training sessions for team members based on identified training needs


Company Details

Abu Dhabi Commercial Bank

Dubai, United Arab Emirates

More than 1000 employees

Banking

www.adcb.ae

Apr 2008 to Sep 2009 (1 year 5 months)
Account manager at Prographix media solutions

Experience Details

Account manager

Sales/Retail, Marketing/PR/Advertising

Manager

Accomplishment
 Promoted from Account Manager to Sales Manager within a span of 5 months with the organization

Accountabilities:
 Led a team of 4 account executives in accomplishing day to day business targets
 Implemented strategies for enhancing sales of real-estate guide, the shopping guide and the home guide (3 out of 4 publications in the Publishing Department)
 Prepared/ presented various status reports for the senior management and other stakeholders to enable effective decision making


Company Details

Prographix media solutions

Dubai, United Arab Emirates

11-50 employees

Marketing and Advertising

N/A

Jan 2007 to Apr 2008 (1 year 3 months)

Education

CFA in Finance and Investments

Education Details

CFA

Finance and Investments, Financial Analysis

CFA Institute, United States

Not specified

N/A

N/A

CFA Institute
2010 - 2015
BA in Commerce

Education Details

BA

Commerce, marketing

D.G.C.I. french business school of Ain shams Uni., Egypt

C / Good / 65 - 75%

N/A

N/A

D.G.C.I. french business school of Ain shams Uni.
1995 - 2000
High School - Thanaweya Amma

High School Details

Thanaweya Amma

College De La Salle

Egypt

1995

B / Very Good / 75 - 85%

N/A

College De La Salle
1995

Certifications

CFA
Aug 2015

Certificate details

CFA

Aug 2015

N/A

N/A

N/A

CFA institute

N/A

Training and Courses

Training/Course Details

Financial Markets

May 2015

Yale Uni

Financial Markets by Noble winner Prof. Robert Shiller, Yale Uni.

This profile is not updated!
Last update more than 2 months ago.

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Profile Skills and Keywords

Account ManagerAccountingArabicBankingBloomberg And Technical Analysis Usage (Charts)Business DevelopmentCFACapital MarketsCommerceEnglishEquities And Trading DeskFinanceFinance And InvestmentsFinancial / Credit AnalysisFinancial AnalysisFinancial MarketsFinancial ServicesFrenchInsuranceInvestment Portfolio ManagementMarketingMarketing And AdvertisingMicrosoft OfficePrivate Wealth ManagerRegulatory & AML ComplianceRelationship ManagerRetailSalesSenior Relationship ManagerTeam Leader-Privilege BankingTeam Leadership

Self-assesed Skills

Languages

Arabic

Arabic

: Fluent

: Fluent

: Fluent

: Fluent

English

English

: Fluent

: Fluent

: Fluent

: Fluent

French

French

: Fluent

: Fluent

: Fluent

: Fluent

Tools and Technologies

Microsoft Office

Microsoft Office

: Expert

: Extreme - I love it!

:

More than 7 years

Fields of Expertise

Regulatory & AML Compliance

Regulatory & AML Compliance

: Advanced

: Medium

:

5-7 years

Capital Markets

Capital Markets

: Advanced

: Extreme - I love it!

:

3-5 years

Equities and Trading Desk

Equities and Trading Desk

: Advanced

: Extreme - I love it!

:

3-5 years

Financial / Credit Analysis

Financial / Credit Analysis

: Advanced

: Extreme - I love it!

:

3-5 years

Bloomberg and Technical Analysis Usage (Charts)

Bloomberg and Technical Analysis Usage (Charts)

: Advanced

: Extreme - I love it!

:

3-5 years

Business Development

Business Development

: Advanced

: Medium

:

More than 7 years

Team leadership

Team leadership

: Intermediate

: High

:

3-5 years

Investment Portfolio Management

Investment Portfolio Management

: Intermediate

: Extreme - I love it!

:

3-5 years

Online Presence

https://www.linkedin.com/profile/view?id=AAIAAAUG6F4BzXs7x0jgPjCCzMM9I3H0V4wA2ZI&trk=nav_responsive_tab_profile

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