Tarek Mourad
Summary
- Treasury Sales Management
- 24+ years of rich experience in delivering optimal results & business value in high-growth environments.
- Sophisticated background in treasury, money markets, FX, investment, trading, charting, technical analysis, Stocks, Blockchain, Cryptocurrencies and ICOs.
- Active in social media (Twitter, YouTube) and many financial & trading sites with video tutorials and educational content to thousands of followers.
Overview
23
23
years of professional experience
Work history
Head of Treasury Sales - Western Region
Gulf International Bank
01.2019 - 03.2023
- Direct the day to day operations of the sales dealers, providing market views and trade ideas, encouraging and ensuring teamwork, aligning work processes in order to achieve high performance standards, meet established targets
- Lead and manage the treasury sales business of the bank
- Formulate sales plans to increase business volume, expand the current client base to achieve bank's revenue targets and implements such plans through team members
- Supervise revenue targets on an ongoing basis and implement best possible practice towards revenue generation
- Attend weekly marketing & senior management meetings and update senior management on clients' depositing/cross selling activities
- Develop a strong understanding of client needs through consistent and proactive interaction with clients and periodic meetings with the wholesale banking RMs
- In turn, communicate those requirements to the MM, FX & structuring desk to address those requirements
- Liaise with the MM desk to gauge the bank's short- & long-term funding needs and work on enhancing the bank's profitability
- Quote and provide advice on foreign exchange, derivatives, structured products, deposit rates and other treasury products to the bank's clients and potentials
- Stay up to date with the development of new product and service offerings (profit sharing swaps, structured derivatives etc.) by the Client Solutions Desk to help the bank to maintain and improve market share
- Provide first class service and sales coverage to corporate customers
- Support and contribute to the effort of building solid relationships with the treasury's corporate & FI clientele through regular interaction
- Supervise research material and write-ups sent to client and ensure all offerings are cleared from a legal/compliance perspective
- Constantly follow-up market dynamics and trends (fundamental and technical picture) to enable timely market update of clients during regular phone calls or physical meetings.
Head of Treasury Sales - Western & Eastern Region
Gulf International Bank
04.2016 - 01.2019
- Direct the day to day operations of the sales dealers, providing market views and trade ideas, encouraging and ensuring teamwork, aligning work processes in order to achieve high performance standards, meet established targets
- Lead and manage the treasury sales business of the bank
- Formulate sales plans to increase business volume, expand the current client base to achieve bank's revenue targets and implements such plans through team members
- Supervise revenue targets on an ongoing basis and implement best possible practice towards revenue generation
- Attend weekly marketing & senior management meetings and update senior management on clients' depositing/cross selling activities
- Develop a strong understanding of client needs through consistent and proactive interaction with clients and periodic meetings with the wholesale banking RMs
- In turn, communicate those requirements to the MM, FX & structuring desk to address those requirements
- Liaise with the MM desk to gauge the bank's short- & long-term funding needs and work on enhancing the bank's profitability
- Quote and provide advice on foreign exchange, derivatives, structured products, deposit rates and other treasury products to the bank's clients and potentials
- Stay up to date with the development of new product and service offerings (profit sharing swaps, structured derivatives etc.) by the Client Solutions Desk to help the bank to maintain and improve market share
- Provide first class service and sales coverage to corporate customers
- Support and contribute to the effort of building solid relationships with the treasury's corporate & FI clientele through regular interaction
- Supervise research material and write-ups sent to client and ensure all offerings are cleared from a legal/compliance perspective
- Constantly follow-up market dynamics and trends (fundamental and technical picture) to enable timely market update of clients during regular phone calls or physical meetings.
Head of Treasury Sales - Western Region
Gulf International Bank
01.2014 - 04.2016
Vice President - Senior Treasury Sales
Gulf International Bank
02.2008 - 01.2014
- Accountable for managing Treasury Sales in western region
- Responsible for communicating with the bank's clients by regular visits and frequent phone calls to build strong mutual relationship
- Meticulously advice the bank's clients with the best solutions to their exposures and requirements
- Develop plan to provide the bank's clients the suitable treasury products for their needs
- Formulate plan to know the clients' exposure risks in terms of FX & Interest Rates fluctuations and seek the best hedging solution for them
- Nominated as a team member to choose the New system for treasury and test it from its ability to handle our exotic transactions of our new structured products
- Deftly update and advice the clients with market movements and risks
- Coordinate successfully with the assigned area RMs to achieve client's satisfaction on Treasury business
- Drive the efforts to update and train the assigned area RMs with market movements and risks
- Solely responsible for producing Daily Technical FX report forecasting Intraday/Short/Long term
- Set and fine-tuned an excellent operational base which is ratified by a very high customer retention ratio, focused on productivity and operational efficiency translating into cost savings and bottom line improvement
- Accomplish lucrative generation and expansion of client relationships
- Efficiently manage business turnover of the organization and involved in designing appropriate solutions for Banking and Sales domains
- Contribute in placing and reviewing high net worth trades from corporate and institutional investors onto the system
- Prudently outline and attain P&L budgets.
Senior Dealer
Bank Al Jazira
04.2006 - 01.2008
- Accomplished responsibility as In charge of corporate clients in all of the major areas in the Kingdom
- Donned the responsibility as leading member of the sales team to monitor the treasury Islamic products
- Actively involved in developing new treasury products in compliance to Sharia with the Islamic visions
- Developed and continue to implement new business development plan, which includes calling on customers and prospects while enhancing bank's image in the community
- Developed new and existing client relationship of high-net-worth individuals and their related business
- Assumed responsibility for assisting in management of the branch, developing the business and catering to the banking needs of customers.
General Manager
Tarek Mourad Advertising Agency (MAPA)
02.2004 - 12.2005
- Drawn up plans to set strategies and future goals
- Deftly managed and supervised the agency goals achievement
- Devised effective strategies for marketing and developing customers' relationships
- Constantly supervised all staff members
- Consistently developed new business, despite slow economy, through prospecting, persuasive presentation, and persistent follow up
- Built a cohesive team spirit throughout the company by designing a program that recognized competing management objectives, created common goals, and provided measurement incentives.
Treasury Dealer & Client Advisor
Saudi Hollandi Bank - Jeddah
02.2000 - 02.2004
- Meticulously served the corporate and individual clients
- Associated closely in maintenance of all Treasury accounts in Western Area
- Entrusted with the onus of serving the corporate & high net worth clients by visiting, marketing & applying the financial advice, market analysis & selling treasury products
- Judiciously provided Technical Analysis to clients about international markets
- Organized various training sessions on Interest Rate Hedging, Options, FX Markets, Fixed Income Investments
- Introduction to Treasury products, Fixed Income Investments for the team to enhance their performance
- Set high standards of customer service to rope in fresh customers while retaining the existing ones protecting company's interest at all times
- Supervised successful conversion from manual to computerized recordkeeping, resulting in enhanced customer service and account reporting.
Education
B.A. degree - Commerce; Accounting
Ain Shams University
Diploma - Investment Analysis
Global LTD
English
Salt Lake Community College
Diploma - Film Making
Cinema Palace
1998 - 01.1999
Training Courses -
EURO Money Training EMEA
Training Courses -
The Institute Of Banking – Saudi Arabian Monetary
Training Courses -
In House Training – Saudi Hollandi Bank
Training Courses -
New Horizon Institute
Training Courses -
U.S. Market Seminars
Training Courses -
U.S. Markets Courses
Training Courses -
YAT Education Canter – Cairo, Egypt
Training Course -
Bahrain Institute of Banking and Finance (BIBF)
2023 - 2024
Training Course -
Emeritus
2024 -
Skills
- Banking
- Marketing and Sales
- Treasury; FX, Stocks, Money Markets, Options, Derivatives
- Technical Analysis and Charts
- Blockchain & Crypto
- Social Media Influencer
- Public Speaking and Presentation skills
Websites
Languages
English
Arabic
Personal Information
Title: Head of Treasury Sales - WR
Timeline
Head of Treasury Sales - Western Region
Gulf International Bank
01.2019 - 03.2023
Head of Treasury Sales - Western & Eastern Region
Gulf International Bank
04.2016 - 01.2019
Head of Treasury Sales - Western Region
Gulf International Bank
01.2014 - 04.2016
Vice President - Senior Treasury Sales
Gulf International Bank
02.2008 - 01.2014
Senior Dealer
Bank Al Jazira
04.2006 - 01.2008
General Manager
Tarek Mourad Advertising Agency (MAPA)
02.2004 - 12.2005
Treasury Dealer & Client Advisor
Saudi Hollandi Bank - Jeddah
02.2000 - 02.2004
B.A. degree - Commerce; Accounting
Ain Shams University
Diploma - Investment Analysis
Global LTD
English
Salt Lake Community College
Diploma - Film Making
Cinema Palace
1998 - 01.1999
Training Courses -
EURO Money Training EMEA
Training Courses -
The Institute Of Banking – Saudi Arabian Monetary
Training Courses -
In House Training – Saudi Hollandi Bank
Training Courses -
New Horizon Institute
Training Courses -
U.S. Market Seminars
Training Courses -
U.S. Markets Courses
Training Courses -
YAT Education Canter – Cairo, Egypt
Training Course -
Bahrain Institute of Banking and Finance (BIBF)
2023 - 2024
Training Course -
Emeritus
2024 -
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