Sarah Al-Oqayil
Business Intelligence Officer – Affluent Segment
Riyadh,01
Summary
A Business Intelligence Officer in the affluent banking segment, with hands-on experience supporting branches and relationship managers, analyzing sales performance, and managing high-value client interactions. Skilled in reporting, data analysis, and aligning investment and insurance solutions with client needs. Known for improving customer experience through precision, collaboration, and deep product knowledge. Holds an advanced diploma in Human Resources Management with honors.
Overview
1
1
year of professional experience
Work History
Business Intelligence Officer – Affluent Segment
Al Rajhi Bank
01.2024 - Current
- Manage client tier upgrades and facilitate profile transfers based on internal policies.
- Coordinate daily operations between branches, relationship managers, and segment leaders.
- Address and resolve client complaints raised through SAMA and Customer Care systems.
- Generate monthly performance reports and provide actionable improvement insights.
- Monitor campaign effectiveness and analyze engagement from affluent clients.
- Support promotion of high-value products like IPOs, sukuk, funds, and insurance.
- Drive process improvements with compliance, operations, and frontline teams.
- Ensure accurate data entry for upgraded accounts in core banking systems.
- Collaborate with internal departments to manage system access for team members.
- Prepare KPI dashboards and sales analysis for senior management.
- Provide operational support to branches for launching premium services and campaigns.
- Identify recurring issues, recommend process optimizations, and follow through on resolutions.
- Monitor service requests and ensure timely closure through appropriate channels.
Education
Postgraduate Diploma in Human Resources Management -
Majmaah University
Al Majmaah, Saudi Arabia 04.2001 -
Bachelor of Science - Physics
Qassim University
Buraidah, Saudi Arabia 04.2001 -
Skills
Sales performance analysis
KPI reporting and dashboards
Excel and PowerPoint proficiency
Affluent product expertise
Customer service and issue resolution
Compliance awareness
Cross-functional coordination
Proactive problem-solving
Time and task management
Enhancing customer experience
Data accuracy and quality control
CRM, RBS, and Oracle systems
Timeline
Business Intelligence Officer – Affluent Segment
Al Rajhi Bank
01.2024 - Current
Postgraduate Diploma in Human Resources Management -
Majmaah University
04.2001 -
Bachelor of Science - Physics
Qassim University
04.2001 -