BOUZOUBAA Badr
OTTAWA
Summary
I've earned a strong track record of delivering results and prioritizing the needs of my clients. With a master's degree in finance and more than nine years of experience in the banking industry, I bring a wealth of knowledge and expertise to my role as a bank advisor. With a track record of consistently surpassing sales targets, providing exceptional customer service, and fostering strong client relationships. I am enthusiastic about applying my specialized knowledge and unwavering dedication to excellence in order to contribute to my mission's triumph.
Overview
9
9
years of professional experience
Work History
BANK ADVISOR
Attijariwafa BANK
Casablanca
10.2015 - 05.2024
- Managed client portfolios by monitoring performance and making recommendations based on market conditions and individual circumstances.
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Participated in training sessions to stay up-to-date on changes in banking policies and procedures.
- Established internal controls to safeguard company assets from fraud or misuse.
Education
Bachelor's And Master Degree - Finance Auditing And Control
Ecole Supérieure De Commerce Et Des Affaires -ESCA
Morocco07-2014
Masters Degree in Finance And Financial Engineering - Enrolled in A Dual Degree Program
University of Poitiers
France01-2014
Skills
- Portfolio Management
- Customer Relationship Management
- Customer Service
- Excellent Communication
- Reliable and Responsible
- Pleasant and Personable
Timeline
BANK ADVISOR
Attijariwafa BANK
10.2015 - 05.2024
Bachelor's And Master Degree - Finance Auditing And Control
Ecole Supérieure De Commerce Et Des Affaires -ESCA
Masters Degree in Finance And Financial Engineering - Enrolled in A Dual Degree Program
University of Poitiers