ABDULLA JAMEEL ALAWAINATI

SENIOR FINANCIAL PROFESSIONAL

SU MMA R Y ̶̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶̶ ̶ ̶ ̶ ̶ ̶ ̶̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶̶̶̶ ̶ ̶ ̶̶̶̶ ̶ ̶̶̶ ̶̶ ̶ ̶̶̶̶ ̶̶

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Detailed-oriented and initiative-taking financial professional enjoying 12+ years of
substantial expertise in the financial services field. Demonstrated achievements in
developing customized financial strategies and plans to meet clients’ needs.
Successful at evaluating business and investment opportunities and converting
prospects to long-term, profitable clients. Strong self-confidence and a degree of
intellectual curiosity to further both personal and professional developments.
Top-performer possessing proven abilities in training and coaching, organization
and management, relationship-building, task delegation, and process
PE R S ONA L INFO ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶
optimization.
Phone +973 3699 2130
A CHIE VE ME NTS ̶̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶̶̶̶ ̶̶ ̶̶̶
Email aowainati87@gmail.com  Increased Takaud’s portfolio by $ 1 million while serving as a Financial Adviser
and accomplished one year’s personal target in a three-month record period.
Nationality Bahraini  Successfully completed the qualification requirements to become part of
Takaud’s Financial Consultancy Model.
Address Bahrain  Self-sufficiently achieved 52% of the department’s 2015-2016 target at
Takaud.
Languages Arabic & English
 Rewarded as the Top Performer for outstanding performance during the
years 2016, 2017, and 2018 consecutively.
QU AL IFICA T IO NS ̶ ̶ ̶ ̶ ̶ ̶
W OR K EX PE R IE NCE ̶̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶ ̶̶̶̶ ̶̶ ̶̶
 2018 | Project Management ̶
Essentials - Bahrain Institute
 Mar 2021 - Present | SENIOR CONSULTANT (PERSONAL LINES) - Arabia
of Banking and Finance Insurance, Bahrain
(BIBF), Bahrain - Research and source prospects to offer insurance products and services
 2017 | Financial Planning and establish long-term relationships with key accounts.
Award - Chartered Insurance - Oversee sales activities and assess client insurance needs and
requirements.
Institute CII, UK
- Persuade clients to engage in phone conversations and/or meetings to
 2012 | Elements of Banking discuss and promote insurance products.
- Bahrain Institute of - Interview clients to obtain financial resources information, discuss existing
Banking and Finance (BIBF), coverage, and explain the features of available insurance policies.
Bahrain - Analyze the client’s financial portfolio and suggest additions or alterations.
Answer customer inquiries and cross-sell an extensive range of insurance

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2012 | FAP Module 1 & 2,

services and products.
Financial Advisory Program
- Support company initiatives and new product/service launches.
- Bahrain Institute of - Keep abreast of industry and market trends and best practices.
Banking and Finance (BIBF),
 Jun 2015 - Aug 2020 | FINANCIAL ADVISER - Takaud Savings, Pensions and
Bahrain
Investments, Bahrain
 2006 - 2009 | Bachelor of - Identified prospects, transferred them into clients through effective
Commerce in Cost & Work negotiations, and closed sales.
Accounting (First Class - Regulated the entire sales process: lead generation; customer meetings;
Hons) - University of Pune, needs analysis; deal closing.
Communicated with clients to determine expenses, income, insurance
India
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coverage, financial objectives, tax status, risk tolerance, or other data

 2002 - 2005 | Secondary critical in developing a financial plan.
School Certificate - Ahmed - Devised strategies for clients in insurance coverage, investment planning,
 cash management, and other areas to help them attain financial
objectives.
- Revised client accounts and plans regularly to determine if life or economic
changes, situational concerns, or financial performance demand plan changes.

- Counseled and advised clients on financial plans and strategies.

- Analyzed financial data received from clients to develop approaches for
meeting clients' financial goals.
- Prepared and interpreted financial document summaries, investment
reports, and income projections for clients.
- Implemented financial plans and referred clients to co-staff for assistance.
- Inspected and updated client portfolios.
 Nov 2014 - Jun 2015 | CREDIT OFFICER - Art Rotana Hotel, Bahrain
- Supported the management in the pre-opening activities of the hotel.
- Implemented Art Rotana’s credit control policies in coordination with the
Controller and the Sales Team.
- Verified credit application forms to assess the creditworthiness of
customers and submitted them for further approvals.
- Outlined credit limits and credit periods for customers and followed up on
payments and balances.
- Composed and sent monthly account statements to customers.
- Coordinated closely with the banqueting team for business prospects.
- Reviewed the aging daily and notified customers on due payments.
- Highlighted doubtful debts to the Controller on a timely basis.
- Formulated daily credit reports for submission to the management.
- Centralized the credit facility and managed accounts receivable.
- Estimated and increased/decreased credit limits of the clients.
 Sep 2010 - Oct 2014 | CREDIT CONTROLLER - BMI Bank, Bahrain
- Calculated account receivables and designed financial plans for customers.
- Processed loans and credit cards solutions for defaulters.
- Monitored, assessed, and planned payments to maintain an effective
balance between customers whilst minimizing monetary risk to the bank.
- Received and studied customer payment proposals and negotiated
suitable arrangements intending to minimize write-offs.
- Administered returned payments, technical and derogatory; approached
customers to obtain immediate payments.
- Re-educated customers on the terms and conditions to prevent over-due
of the account.
- Reviewed daily correspondence, compiled answers, and implemented
appropriate corrective actions.
- Assisted in preparing management information reports detailing the
current portfolio and collection rates.
- Dealt with delinquencies and flows for personal loans as per the bank’s
plan.
- Managed hard pocket clients (180+ days) – provided solutions and re-
scheduled payments to generate profit and assist clients simultaneously.
 Aug 2009 - Aug 2010 | CUSTOMER SERVICES EXECUTIVE - BMI Bank, Bahrain
- Addressed and resolved customer complaints.
- Coached and trained inexperienced staff on the new system.
- Executed telemarketing calls to promote new products and services.
- Replaced and generated credit cards, updated accounts, and administered
other services provided by the bank’s branches.
 - Monitored loans, credit cards, saving schemes, and insurance plans.
- Drafted daily complaint reports and service requests for the clients.
- Served VIP clients and provided them with excellent treatment and
services.
- Reported and analyzed call center statistics.