SARA NARAJIL
Private Banker
Casablanca ,Morocco
Summary
Accomplished banking professional bringing Number+ 10 years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Overview
13
13
years of professional experience
2
2
Languages
Work History
Private Banker
Bank Of Africa
Casablanca , Morocco
01.2011 - Current
- Developed tailored solutions to meet individual banking needs.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Helped clients protect assets through variety of strategies.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Implemented exit strategies for clients to transition out of investments.
- Collaborated with clients to develop customized investment portfolios.
- Advised clients on investments, retirement and estate planning.
- Researched and evaluated potential investment products for clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Financial Analyst
SALAFIN
Casablanca , Morocco
10.2010 - 12.2010
- Generated comprehensive reports on portfolio performance and risk assessment.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Improved emergency resolution processes to save time.
- Helped clients make optimal decisions on amounts and timing of capitalization.
Education
Master Of International Trade -
SUP DE CO
Marrakech 06.2009
Skills
Relationship building
Goal planning
Cross-selling expertise
High net worth individuals
Opening and closing procedures
Relationship building and management
Sales expertise
Loans
Investment advice
Stock market understanding
Insurance decisions
Savings accounts
Timeline
Private Banker
Bank Of Africa
01.2011 - Current
Financial Analyst
SALAFIN
10.2010 - 12.2010
Master Of International Trade -
SUP DE CO