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About Heba El Masry

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Heba El Masry is currently living in Kuwait, and is interested in Financial Services.
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Location

Kuwait

Categories of Interest

Financial Services

Resume

Phone 00965-97490262
E-mail hmasry00@yahoo.com
POBOX 1443, Salmiya 22015. Kuwait


Heba Wafiq Al Masry
Objective
To seek a managerial career in a multinational financial institution, and enhance my capabilities and professionalism.
Personal Information
Marital status: Single
Nationality: Egyptian
Date of Birth: 21 Nov 1975
Place of Birth: Kuwait
Education 1993 - 1997 American University in Cairo Cairo, Egypt
B.Sc in Construction Engineering
 With a Specialization in Project Management time and cost control
Professional experience Jun 2008 - Present National Bank of Kuwait Kuwait
Investment Councilor
 Achieve $10million in investment AUMs per month across 40 branches a total of $120Million per year.
 Manage the Investment Sales for 78 Personal Banking Officers across 40 branches
 Handle all the Investment operations for the Thahabi Division
 Coordinate with Asset management to launch any new products, and all fund related material
 Coordinate with Treasury Division to launch relevant Structured Products for the Thahabi Division.
 Handle all the training and development for Investment products and sales for Thahabi Division
 Supervise the Investment operations officer, and the Investment Compliance Officer
 Handle all the Investment marketing material, events, and above the line advertising.
Nov 2006 Jun 2008 Sarasin-Alpen Bank Switzerland/UAE
Associate Director
 Manage Investments Portfolio for 50 Private Banking Clients across the Middle East total worth USD150Million per year with a growth rate of 100% per year.
 Generate a minimum of USD 100,000 per month in revenue from the existing portfolio.
 Acquiring 25 New to Bank Private Banking Clients per year with a minimum of USD50 Million in Assets under Management.
Feb 2006 Oct 2006 Citibank, U.A.E. Dubai, UAE
Cards Business Development Manager
 Re-structure the value added proposition on the Vanilla Citibank Credit Card
 Tie up with strategic partners within the 6 pillars : Petrol, Groceries, Entertainment, Electronics, Jewerly and Travel to provide exclusivity to Citibank Credit Card holders
 Develop the monthly tactical Super Saver catalog and offers to further enhance the Citibank Credit Card holder value proposition
Oct 2005 Feb 2006 Citibank, U.A.E. Dubai, UAE
International Wealth Management Relationship Manager
 Acquire a minimum of USD 30M /month in terms of investment and/or insurance revenue individually.
 Acquire a minimum of 5 New to Bank Citigold Clients per month.
 Acquire a minimum of USD3Million in fresh funds from existing and New To Bank Clients.
Jan 2005 Sep 2005 Citibank, N.A. Cairo, Egypt
Citigold Business Development Head ( In addition to Investment Sales Head )
 Re-develop the Citigold proposition in terms of Value to customers, Financials, Product, and Sales.
 Coordinate between all departments to complete the internal processes including Citiphone, Credit, Fincon, AFU, Branches and Technology
 Develop and deliver the Citigold Product Program the manual to all Citigold processes, documentation, and records
 Monitor the monthly Citigold acquisitions within branches
 Develop and Monitor a separate Citigold Acquisition Team (CGAT) to further enhance sales.
 Produce monthly reports on CG investment and liability bookings, revenue, and expenses.


Jan 2004 Sep 2005 Citibank, N.A. Cairo, Egypt
Investments Sales Head
 Manage Investments Sales for 12 Investment Sales Specialists- direct reports, 30 Investment Consultants across 8 branches in Cairo, and a dedicated investments telemarketing service team of 4 direct reports.
 Acquire a minimum of USD 200M /month in terms of investment revenue for the business and over USD6MM of Assets under Management per month.
 Responsible for recruitment, training and certification of 20 additional Investment Sales Specialists by Q1 2005. Also, for all new hire ICs in branches.
 Providing investment product /sales training and contests for all ICs/ISS on periodical timings during the year.
Branch Manager - Maadi Branch (6 month assignment in addition to the above role)
 Fully handled all the sales, operations, documentation, RCSA of the branch.
Aug 2003 Dec 2003 Citibank, N.A. Cairo, Egypt
Area Investments Sales Coordinator
 Managed Investment Sales for an area of 4 branches in Cairo a total of 16 ICs.
 Acquire USD 70M /month in terms of investment revenue for the business and over USD2MM of Assets under Management.
 Responsible for recruitment, training and certification of all new hire ICs in branches.
May 2003 July 2003 Citibank, N.A. Cairo, Egypt
Investment Sales Specialist
 Specialized in only selling investment products to Citibank clients and acquiring new to bank investment clients.
 Acquire USD 20M /month in terms of investment revenue for the business and over USD 0.5 MM of Assets under Management per month individually.
April 2001 April 2003 Citibank, N.A. Cairo, Egypt
Citigold Executive/ Certified Investment Consultant
 Acquire and maintain all individuals with deposits over USD 100M and acquire USD 1.75MM /month in terms of time deposits, investments, and current accounts.
 Promote and sell the wealth management program for individuals, where complete financial planning is performed, along with recommendations, profiling and execution of offshore investments.
 Act as Branch Managers back up in case of all service related issues within the branch.
 Produce daily sales reports reporting all sales efforts of branch personal bankers/ sales force to management
 Produce monthly reports monitoring the CG portfolio movements, presented to upper management.
 Mentor and Guide all Sales force within the branch constituting of 5 Personal Bankers.
 Carry out Sales Trainings for various departments on different sales skills, and product knowledge.
 Organize micro marketing events for CG Customers.
1999 - 2001 United Bank Of Egypt Cairo, Egypt
Dealer
 Handled the trade of Foreign currencies with a budget of USD 0.5MM
 Managed the Money Market bid and offering for foreign currencies, hence helped in providing liquidity for the bank reserves.
 Participated in some trading activities in the Egyptian Stock Market.
 Attended and completed a Technical Analysis course, and was enrolled in the Egyptian Dealers Association Program.
 Issued weekly market updates and distributed the entire bank for review
1998 - 1999 Style Design / Herman Miller Cairo, Egypt
Sales and Marketing Executive
 Handled the promotional campaign of Herman Miller office furniture in Egypt through magazines, exhibition, and newspaper ads.
 Was responsible for a sales target of USD 1MM per year of office furniture from Herman Miller.
 Designed an internal communication system between designers, marketing, and sales department to report the progression of a sales deal simultaneously.
Professional membership Member of the Egyptian Dealers Association (1999-2001)
Member of the Egyptian Engineering Syndicate 1997
Member of the Construction Engineering Association (1993-1997)
Languages Fluent Spoken and Written English and Arabic
Additional Certification Certified Investment Consultant (Regional Certification from Citibank CEEMEA, 2002)
References Provided Upon Request

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heba el masry
Name: Heba El Masry
Link: http://www.salespider.com/p-6373521/heba-el-masry
Location: Kuwait

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