Salesforce Admin
Mehdi Azzaoui
Senior Banker /Executive Assistant
Harhoura
Summary
- Experienced and results-driven Account Executive with 11 years in the banking industry.
- Specializes in client acquisition, account management, and business growth.
- Proven track record in enhancing client engagement by 45% and managing high-value corporate accounts.
- Seeking to leverage a strong portfolio and expertise in tailored solutions in a mid-market account executive role to drive company growth and client satisfaction.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
5
5
Languages
Work History
Senior Sales Advisor
Banque Centrale Populaire
01.2019 - Current
- Responsible for managing high-value corporate accounts, including the Big Companies portfolio, resulting in a 45% increase in client engagement
- Designed and led strategic prospecting initiatives to attract and activate new clients, growing our customer base effectively
- Oversaw and customized banking solutions, improving client satisfaction and loyalty through targeted service delivery
- Expanded bank-insurance product subscriptions, optimizing client retention with tailored offerings
Administrative Manager - Legal & Compliance Department
B.C.P
01.2017 - 01.2019
- Conducted anti-money laundering and compliance training for staff, ensuring adherence to legal and regulatory standards in client transactions
- Managed KYC compliance for high-risk accounts, preparing detailed due diligence reports and facilitating complex international transactions
Education
Master's Degree - Finance, Banking, and Insurance
University of Mohamed V
09.2020 - 01.2024
Virtual Assistant certification -
ALX
09.2024 - 11.2024
Skills
Strategic Planning
Software
Ai tools
Google Workspace
Microsoft Office
Certification
Virtual Assistant
Interests
Art and Music
Economie
Languages
English
Bilingual or Proficient (C2)
Spanish
Advanced (C1)
Arabic
Bilingual or Proficient (C2)
French
Bilingual or Proficient (C2)
Accomplishments
Proven track record in enhancing client engagement by 45% and managing high-value corporate accounts.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Virtual Assistant certification -
ALX
09.2024 - 11.2024
Master's Degree - Finance, Banking, and Insurance
University of Mohamed V
09.2020 - 01.2024
Senior Sales Advisor
Banque Centrale Populaire
01.2019 - Current
Administrative Manager - Legal & Compliance Department
B.C.P
01.2017 - 01.2019
Virtual Assistant
Salesforce admin in process
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