Summary
Overview
Work History
Education
Skills
Websites
Certification
Personal Information
Software
Timeline
Hi, I’m

Fadi Samir

Fadi Samir

Summary

Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.

Overview

11
years of professional experience
3
years of post-secondary education
2
Certifications
3
Languages

Work History

Qatar Financial Center

Account Manager
6 2020 - Current

Job overview

  • Overseeing the entire company incorporation process, from initial application to onboarding and ongoing support
  • Guiding investors through the process of lang applications with relevant regulators to incorporate their businesses
  • Assisting clients with opening bank accounts, gathering documentation such as computer card/CR-extract, and navigating administrative procedures and complex documentation requirements including immigration processes
  • Providing expert advice to business owners and investors on selecting the most suitable corporate structure and business plan to align with their corporate goals
  • Account Management: Managing a portfolio of 500+ small, SME and large clients
  • Providing comprehensive account management services
  • Possessing a keen eye for detail and a commitment to accuracy, ensuring error-free service delivery
  • Identifying and developing new business opportunities and expanding the client base and revenue streams
  • Facilitating seamless business operations, addressing client queries, and resolving issues effectively
  • Building rapport and trust with clients with excellent organizational and time management skills
  • Maintaining a strong local and international business network, leveraging connections to foster growth and partnerships
  • Guiding clients through QFC regulations, Qatar laws, and recruitment practices, ensuring compliance and business success
  • Advising clients on selecting suitable auditors, accountants, and insurance companies for business and employee levels
  • Assisting clients with obtaining tax registration, tax cards, and annual required lings such as tax returns, audited financial statements, and annual returns
  • Guiding business owners in filing when required on alteration of share capital and change of place of business along with any other necessary change notifications to the regulators like a change of firm directors/Company secretary and SEF senior executive functions.

UBCI BNP PARIBAS

Customer Relationship Executive
09.2024 - 07.2024

Job overview

  • Provided prompt, courteous, and professional assistance to customers through various channels, including in-person interactions, phone calls, emails, and live chat
  • Responded to customer inquiries regarding account balances, transaction history, product features, and banking procedures, ensuring accurate and timely resolution
  • Assisted customers with account opening, account maintenance, and other banking-related tasks, adhering to regulatory requirements and internal policies
  • Educated customers on the features, benefits, and usage of banking products and services, including savings accounts, checking accounts, loans, credit cards, and electronic banking platforms
  • Processed customer requests for account transactions, transfers, payments, and other financial transactions accurately and efficiently
  • Identified opportunities to cross-sell or upsell banking products and services based on customer needs and preferences
  • Escalated complex or unresolved customer issues to the appropriate departments or management for further investigation and resolution
  • Maintained comprehensive knowledge of UBCI - BNP Paribas Tunisia's products, policies, procedures, and regulatory requirements, and ensured compliance in all customer interactions
  • Handled customer complaints and grievances with empathy and professionalism, striving to achieve satisfactory outcomes and preserve customer satisfaction and loyalty
  • Collaborated with other team members and departments to streamline processes, improve service delivery, and enhance the overall customer experience.

Lifecare International Brokers

Relationship manager
01.2020 - 06.2021

Job overview

  • Built and maintained strong relationships with clients, understanding their insurance needs and providing them with appropriate solutions
  • Acted as the primary point of contact for clients, addressing their inquiries, concerns, and requests in a timely and professional manner
  • Collaborated with internal teams to develop comprehensive insurance proposals and presentations tailored to each client's requirements
  • Conducted regular meetings and reviews with clients to assess their insurance coverage, identify opportunities for upselling or cross-selling, and ensure overall satisfaction
  • Stayed updated on industry trends, regulatory changes, and new insurance products to effectively advise clients and provide them with relevant information
  • Coordinated with insurance carriers to negotiate terms, premiums, and coverage options on behalf of clients
  • Assisted clients with claims processing and resolution, ensuring a smooth and efficient experience.

Metlife Metropolitan Insurance Company

Investment Advisor
11.2018 - 01.2020

Job overview

  • Developed and maintained a deep understanding of MetLife's insurance and investment products, including life insurance, annuities, mutual funds, and retirement plans
  • Conducted comprehensive financial needs analyses for clients to assess their insurance coverage, retirement goals, and investment objectives
  • Provided personalized recommendations and guidance to clients based on their financial situation, risk tolerance, and long-term objectives
  • Educated clients on the features, benefits, and risks associated with various insurance and investment products, ensuring they have a clear understanding of their options
  • Assisted clients in completing applications, forms, and paperwork related to insurance policies, investment accounts, and other financial transactions
  • Monitored and reviewed clients' portfolios regularly to track performance, assess changes in financial circumstances, and recommend adjustments as needed
  • Stayed updated on industry trends, regulatory changes, and market developments to provide clients with timely and relevant advice
  • Collaborated with internal teams, including underwriters, product specialists, and financial analysts, to address client inquiries and resolve issues efficiently
  • Built and maintained strong relationships with clients, earning their trust and confidence through professionalism, integrity, and exceptional service
  • Met or exceeded sales targets and performance metrics established by MetLife, demonstrating a commitment to achieving business objectives while prioritizing client needs and satisfaction.

AXA Insurance Gulf BSC

Insurance Sales Representative
05.2015 - 10.2018

Job overview

  • Conducting comprehensive insurance needs assessments for clients, analyzing their risk exposure, and identifying potential gaps in coverage
  • Educated clients on the various types of insurance products offered by AXA Insurance, including motor insurance, health and travel insurance, and property and casualty insurance
  • Customized insurance solutions to meet the unique needs and preferences of each client, considering their financial situation, risk tolerance, and long-term objectives
  • Presented insurance proposals and recommendations to clients, explaining the features, benefits, and costs of different coverage options clearly and understandably
  • Assisted clients in completing applications, forms, and paperwork required for insurance policies, ensuring accuracy and completeness of information
  • Collaborated with underwriters and other internal teams to obtain quotes, negotiate terms, and process insurance applications in a timely and efficient manner
  • Followed up with clients to review their insurance coverage periodically, assessed changes in their circumstances, and recommended adjustments or additional coverage as needed
  • Stayed updated on industry trends, regulatory changes, and emerging risks to provide clients with relevant advice and guidance
  • Built and maintained strong relationships with clients, earning their trust and confidence through professionalism, integrity, and proactive service
  • Met or exceeded sales targets and performance metrics established by AXA Insurance, demonstrating a commitment to achieving business objectives while prioritizing client satisfaction and retention.

Qatar Islamic Bank

Banking Sales Executive
11.2013 - 10.2015

Job overview

  • Proactively identified and pursued sales opportunities to acquire new customers and expand the bank's market share in Qatar
  • Promoted a wide range of banking products and services, including savings accounts, credit cards, loans, investment products, and insurance offerings
  • Engaged with prospective customers through various channels, including in-person meetings, phone calls, emails, and digital communication platforms
  • Conducted thorough needs assessments for individual and corporate clients to understand their financial goals, preferences, and requirements
  • Stayed updated on industry trends, market dynamics, and regulatory developments affecting the banking sector in Qatar, and incorporated this knowledge into sales strategies and approaches
  • Recommended suitable banking solutions and products based on the client's financial profile, risk tolerance, and objectives
  • Prepared and presented compelling sales proposals and presentations to prospects, highlighting the features, benefits, and value propositions of the bank's operations
  • Collaborated with internal teams, including product specialists, underwriters, and relationship managers, to deliver comprehensive solutions and address client needs effectively
  • Followed up with prospects to overcome objections, address concerns, and finalize sales transactions promptly.

Education

Cardiff Metropolitan University

Master Of Business Administration
09.2022 - 05.2024

University Overview

Pearson College London

Extended Diploma in Strategic Management and Leadership
04.2022 - 05.2023

University Overview

Skills

Problem-solving

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Websites

Certification

Certified CII - Level 3 in Insurance Underwriting and Claims Handling, Chartered Insurance Institute, 01/01/16, 12/01/16

Personal Information

Personal Information
  • Gender: Male
  • Driving License: Qatar
  • Marital Status: Married

Software

Microsoft Office

Timeline

Customer Relationship Executive
UBCI BNP PARIBAS
09.2024 - 07.2024
Cardiff Metropolitan University
Master Of Business Administration
09.2022 - 05.2024
Pearson College London
Extended Diploma in Strategic Management and Leadership
04.2022 - 05.2023
Relationship manager
Lifecare International Brokers
01.2020 - 06.2021
Investment Advisor
Metlife Metropolitan Insurance Company
11.2018 - 01.2020
Insurance Sales Representative
AXA Insurance Gulf BSC
05.2015 - 10.2018
Banking Sales Executive
Qatar Islamic Bank
11.2013 - 10.2015
Account Manager
Qatar Financial Center
6 2020 - Current

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Fadi Samir