1. AMR MOSLY
Consumer Banking, SPSE
SUMMARY
Dynamic and results oriented banking professional with 8 years working experience across business
Development in both conventional and Islamic finance. I’m looking for the role of Relationship
Manager
to exposure to other areas of banking and finance in order to contribute to the success and growth
of your organization.
EXPERIANCE
Senior Relationship Officer
Commercial Bank of Dubai – Deira BR, 2013-Present
• Provide support to the branch manager in the development of branch’s business plan
develop the personal banking sales plan to support the agreed sales target.
• I’m RM for More than 3000 Accounts.
• Assessing clients' assets, liabilities, cash flow, insurance coverage and financial objectives
to establish investment strategies.
• Contribute to the image of the bank by ensuring the level of sales related to services.
• Provide personalized & professional relationship with customers to develop the quality
portfolio with customer to develop with concerned head office department.
• Sell multi-products for conventional and Islamic services.
• Handling all company accounts and gives all facility, Islamic and conventional.
• Ensure KYC/AML updates, proper zero error documentation.
• Ensure full awareness of all policies and procedures issued in relation to money laundering
prevention and KYC.
• Advising clients on financial plans utilizing knowledge of credit and investment strategies,
securities, insurance, pension plans.
• Understood bank strategy and ensuring my clients are appropriately aligned.
• Ensures loan agreements are complete and accurate according to policy.
• PSE on the branch reporting to me.
• Reporting directly to branch manager.
2. Relationship Officer
Commercial Bank of Dubai – Deira BR, 2012-2013
• Sell multi-products for conventional and Islamic services.
• Coordinate with credit analysis regarding customer’s loan.
• Provide services with bank facilities such as opening accounts, Loans, fixed deposits,
Bancassuranceand investment.
• Update sales pipeline and consumer relationship with for new/existing clients’ status.
• Arranging meeting with listed companies and convincing them to start payroll relationship.
Sales Officer
Dubai Islamic bank – Sharjah BR, 2008-2012
• Ensures loan agreements are complete and accurate according to policy.
• Analyzes applicant financial status, credit, and property evaluation to determine feasibility
of granting loan or submits application to credit analyst for verification and
recommendation Understood bank strategy and ensuring my clients are appropriately
aligned.
• Assures timely loan closing and funding activities.
EDUCATION
Emirates Institute for Banking Financial Studies
Stock Market Analysis and Valuation, 2016
Emirates Institute for Banking Financial Studies
English for Bankers 2, 2016
Commercial Bank of Dubai
Service Service Service, 2015
Commercial Bank of Dubai
Keys to Cross Selling Success, 2014
Commercial Bank of Dubai
Customer Relationship Management, 2013
DIB Academy
Anti-Money Laundering, 2008
DIB Academy
Foundations & Principles of Islamic Finance, 2008
Shorouk University
Bachelor of Business Administration, 2006
3. LANGUAGES
English
Native or bilingual proficiency
Arabic
Native or bilingual proficiency
SKILLS
Share best practices with other peers and extend support/pass knowledge for less experience staff
Excellent Keyboarding and fully versed in Microsoft office and financial applications
Proficiency in establishing, building and sustaining positive customer relationships
PERSONAL INFORMATION
Name: Amr Abdulla Mosly
Nationality: Egypt
Date of Birth: July 1984
Visa Status: CBD Visa
Email: amrmosly14@gmail.com
Mobile: +971.501555048
REFERENCES
Available on request