Summary
Overview
Work History
Education
Skills
Certification
Language
Timeline
References
Articles
Generic
Mostafa Atashafrouz

Mostafa Atashafrouz

Doha

Summary

I started as CRM assistant in Bank Melli Iran in 2004 then was evaluated to CRM manager. I was promoted to senior account manager in 2022. I have been hired as advisory board to work with Globalenders Inc in Doha, Qatar from 2022.

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Diligent account manager with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Highly motivated financial advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Motivated account manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Conscientious financial analyst with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level banking and financial position. Ready to help team achieve company goals.

Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.

Recent graduate with foundational knowledge in business administration and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Dynamic individual with hands-on experience in Data collection and visualization and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Diligent CRM manager with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Financial advisor

Globalenders Inc
01.2022 - Current
  • Project Management & Executive Brand Management
  • International direct marketing for business resources for merger and acquisition
  • Management & directly of advisory services & resources for international companies.

Senior Account Manager

Bank Melli Iran
2016 - Current
  • Analytical skills. To assist executives in making decisions, financial managers need to evaluate data and information that affects their organization.
  • Communication skills.
  • Detail oriented.
  • Math skills.

CRM Manager / Assistant

Bank Melli Iran
2004 - 2016
  • Collecting and analyzing customer data
  • Using CRM systems to manage relationships
  • Handing customer complaints
  • Overseeing the interactions between customers and Key team members , such as customer service representatives
  • Creating and executing retention campaigns

Education

Master of Executive Business administration (MBA) -

Islamic Azad University
01.2017

Bachelor of Business Administration - undefined

Islamic Azad University
01.2016

Bachelor of Banking Management - undefined

Banking Institute of Central Bank of Iran
01.2012

Skills

  • Data collection and visualization
  • Digital advertising
  • Customer assessment
  • Modeling and forecasting
  • Risk management
  • Financial Planning

Certification

  • IELTS General 7,5
  • IELTS Academic
  • GRE General 336
  • Arabic Level 5 (Educate Learning center)
  • CERTIFICATE of COMPLETION BUSINESS LENDING
  • Microsoft Office 365 , Microsoft Dynamics 365 , Quickbooks
  • Zoho CRM
  • Zendesk Customer Service Professional certificate

Language

Advanced English
Native Persian
Intermediate Arabic

Timeline

Financial advisor

Globalenders Inc
01.2022 - Current

Bachelor of Business Administration - undefined

Islamic Azad University

Bachelor of Banking Management - undefined

Banking Institute of Central Bank of Iran

Senior Account Manager

Bank Melli Iran
2016 - Current

CRM Manager / Assistant

Bank Melli Iran
2004 - 2016

Master of Executive Business administration (MBA) -

Islamic Azad University

References

  • Mohammad, Jalalkamali, Department of Management, mohammadjalalkamali@iau.ac.ir, 00989132957833, Islamic Azad University, Kerman, Iran
  • Ali, Raeispour Rajabali, Department of Economics, Raeispour@iau.ac.ir, 00989133409351, Islamic Azad University, Kerman, Iran

Articles

Applying Artificial Intelligence to Improve Supply Chain Financial Performance | International journal of industrial engineering and operational research https://bgsiran.ir/journal/ojs-3.1.1-4/index.php/IJIEOR/article/view/183, 

The Role of Supply Chain Finance (SCF) Platforms in Mitigating Financial Risk and Improving Resilience, 

https://www.aimsciences.org/jdg ,Submit

Text-Based Simulation of Human-Computer Interaction Using Cognitive-Affective Architectures and Natural Language Interfaces https://bgsiran.ir/journal/ojs-3.1.1-4/index.php/IJSASE/article/view/189, submit

Modeling User Engagement in Environments: A Data-Driven Approach

https://bgsiran.ir/journal/ojs-3.1.1-4/index.php/IJSASE/article/view/188, submit

Mostafa Atashafrouz