Basic Info

Sherif Zakhary, CFA

14 years

Dubai, United Arab Emirates

Master's Degree

Manager

Work Experience

Relationship manager \ Cash Equity Trading at Mubasher Financial Services

Experience Details

Relationship manager \ Cash Equity Trading

Banking, Business Development, Analyst/Research

Manager

Accomplishments
• Played key role in developing long-term relationship with 200+ new clients leading to significant enhancement of market share achieved 200% of 2014 target and 100% of 2015
• Acquired significant exposure in GCC and International Cash Equity markets. Evaluated audited accounting statements of DFM and ADX companies on a quarterly basis to advise, generate Ideas, recommend, and execute equity transactions including IPOs
• Self-Development of Technical Analysis Charts Usage through online courses and Books reading, conduct trend analysis identifying market trends and dips
Accountabilities:
• Follow up in regular reviews with clients for understanding current & long-term requirements to provide customized Equity investment advice • Work independently to Manage, Evaluate, and implement Advisory equity portfolios
• Receive client’s orders and direct the broker for executions, covering GCC, North Africa, US, and UK markets
• Organise the documentation in term of contract agreements and other compliance required documents and proofs as per legal regulatory requirements and recommendations
• Receive client’s orders and direct the broker for executions, covering GCC, North Africa, US, and UK markets
• Proactively provide awareness of Margin transactions risks, policies and compliance, Support in high alert situations of margin calls liquidations
• Deliver trading strategies and training for products like Capital Markets, Options, Forex FX
• Ensure compliance with organisational policies and other legal regulatory requirements with regards to sales & operations
• Generate awareness amongst employees on integrity, work ethics and applicable anti money laundering (AML) 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 (4 years 1 month)
Private Wealth Manager \ Investment Advisor at Dunamis Capital

Experience Details

Private Wealth Manager \ Investment Advisor

Banking

Manager

Accountabilities:
• Proactively assessed clients’ risk appetite, return requirement to align existing / written Investment Policy Statement to market dynamics and financial performance with specific focus on debt instruments
• Ensure that appropriate risk assessment and risk/return analysis is carried out to recommend timely action where appropriate
• Enhanced product propositions by regular reviews of the products through frequent meetings/conference calls and written communications with product providers to discuss products risk suitability and pricing to clients’ financial goals
• Developed business strategy for acquiring new customers, enhancing cross selling within the existing client base
• Advised clients influencing enhanced portfolios by generating Investment ideas and implementing recommended financial plans based on evaluated investment products like Mutual funds (funds screening), Hedge funds (managers screening), ETFs Structured products and fixed income
• Spearheaded team efforts, mentored 2 Business Development Managers in accomplishing financial business KPIs encompassing total revenue, liabilities & asset volumes as well as fee income


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, Business Development

Manager

Accomplishments
• Instrumental in implementing strategic marketing initiatives for promoting Mudarba Fund
• Enhanced business growth and deposits by administering a portfolio of up to 180 high net worth clients, identifying/closing cross-selling opportunities
Accountabilities:
• 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
• Followed up with product development team for streamlining product specifications


Company Details

National bonds

Dubai, United Arab Emirates

501-1000 employees

Financial Services

www.nationalbonds.com

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

Experience Details

Team Manager - Priority banking

Banking, Business Development

Manager

Accomplishments
• Proven track record of accomplishment, Top Performer award for 9 consecutive months and Elite club member for highest revenue and surpassing bank’s sales and profitability targets which led to my Graduation from Relationship Manager to Team Manager
• Instrumental in influencing and coaching a team of 5 Relationship Managers enabling the team winning "Top Performance" Cup for Apr 2009
Accountabilities:
• Spearheaded team efforts in enhancing business and revenue generation across segments of Retail Banking and wealth products
• Advised Priority clients on Retail and Wealth solutions for their banking requirements
• Interacted with clients for collating/evaluating requirements and providing customized solutions
• Maintain close relations with other bank Units: Corporate and Investment banking to enhance the flow of leads and product distribution efforts of Corporate products, credit, and Investment Banking
• Enhanced client satisfaction by effectively resolving issues and rendering qualitative service delivery
• Evaluated team performance and providing feedback. Organised training sessions for team members based on identified training and time management 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 1 months ago.

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Profile Skills and Keywords

Account ManagerAnalyticalArabicBankingBloomberg And Technical Analysis Usage (Charts)BusinessBusiness DevelopmentBusiness-orientedCFACapital MarketsCommerceCustomer-orientedEnglishEquities And Trading DeskFinance And InvestmentsFinancial / Credit AnalysisFinancial AnalysisFinancial MarketsFinancial ServicesFrenchInvestment AdvisoryInvestment Portfolio ManagementInvestmentsMarketingMarketing And AdvertisingMicrosoft ExcelMicrosoft OfficePresenterPriority BankingPrivate Wealth Manager \ Investment AdvisorProblem SolverProduct DevelopmentRegulatory & AML ComplianceRelationship Manager \ Cash Equity TradingResearchRetailRetail Banking ProductsSalesSenior Relationship ManagerTeam LeadershipTeam Manager - Priority Banking

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

Microsoft Excel

Microsoft Excel

: Advanced

: High

:

1-3 years

Fields of Expertise

Investments

Investments

: Expert

: Extreme - I love it!

:

More than 7 years

Retail Banking products

Retail Banking products

: Expert

: Extreme - I love it!

:

3-5 years

Investment Advisory

Investment Advisory

: Expert

: Extreme - I love it!

:

5-7 years

Priority Banking

Priority Banking

: Expert

: Extreme - I love it!

:

3-5 years

Financial Analysis

Financial Analysis

: Expert

: High

:

3-5 years

Team leadership

Team leadership

: Advanced

: Extreme - I love it!

:

3-5 years

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

Product Development

Product Development

: Advanced

: Extreme - I love it!

:

1-3 years

Investment Portfolio Management

Investment Portfolio Management

: Intermediate

: Extreme - I love it!

:

3-5 years

Key Skills

Analytical, Business-oriented, Presenter, Customer-oriented, Problem Solver

Online Presence

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

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