Yazeed Al-Okaili, Regional Team Leader, Treasury Corporate Sales

Yazeed Al-Okaili

Regional Team Leader, Treasury Corporate Sales

Al-Rajhi Bank

Location
Saudi Arabia - Riyadh
Education
Master's degree, MSc Investment and Finance
Experience
13 years, 7 Months

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Work Experience

Total years of experience :13 years, 7 Months

Regional Team Leader, Treasury Corporate Sales at Al-Rajhi Bank
  • Saudi Arabia - Riyadh
  • My current job since August 2015

• Produce regional sales plan designed to deliver the Annual treasury corporate Sales strategy.
• Supervise the daily activities of the Treasury sales team ensuring that agreed targets are achieved, and participate in Regional Leadership Team meetings.
• Guide and manage staff within the relevant Region and retrain team members as necessary.
• Arrange and attend regular client meetings.
• Assist the Regional Sales Manager as required.

Treasury Corporate Sales Dealer at Al-Rajhi Bank
  • Saudi Arabia - Riyadh
  • June 2013 to July 2015

• Provide daily foreign exchange prices of over 40 currencies, buying and selling for spot delivery against the Saudi Riyal and other currencies to meet the growing demand of corporate clients.
• Support other business groups in the bank by providing prices in all money market and foreign exchange products to facilitate customer activities.
• Performing Islamic direct investments structured using the global commodity markets.
• Managing daily customer retention by visiting clients to update, or review various items as needed for Investor Relations. And, identify opportunities to promote treasury products to prospective customers.
• Provide advisory services to existing and prospective customers on hedging exposures and, in turn, offering attractive Sharia compliant treasury products across money and commodity market

Officer- Customer Service at Samba Financial Group
  • Saudi Arabia - Riyadh
  • July 2005 to March 2008

Customer Service, Samba Financial Group, Saudi Arabia - Riyadh (01/07/2005 to 29/02/2008) Worked as a customer service representative in a Saudi leader bank relocated in different departments including: Sales, Customer care and IPO department.

Education

Master's degree, MSc Investment and Finance
  • at Middlesex University
  • December 2012

MSc holder, the master course consists the following modules Financial risk management Modern portfolio management Financial theory Financial modelling (Econometrics) Postgraduate Dissertation: Investigated Evaluation of IPOs in Saudi stock market Underpricing and long-term performance.

Bachelor's degree, Accounting and Finance
  • at Anglia Ruskin University
  • July 2011

I have successfully awarded the BA degree in accounting and finance, Lower second class honour, I gained an excellent marks in certain modules in finance,accounting, auditing and financial reporting

Diploma, Business Management (International) Certificate
  • at Anglia Ruskin University
  • July 2009

Have been awarded a certificate of higher education in an approved program in Business Management (One year)duration

Diploma, Financial Management
  • at King Saud University
  • July 2007

Awarded an Associate Degree in the field of: Finance Management (Community college in Riyadh) King Saud University (Two academic Years).

Diploma, Network & Maintenance
  • at New Horizon Computer Learning, Saudi Arabia - Riyadh
  • December 2005

Successfully completing the requirements for the Microsoft support specialist Diploma in Networking and Maintenance with classification of +Good

Specialties & Skills

Risk Analysis
Corporate Finance
Investment Banking
Investment Advisory
Financial Advisory
Computer skills
Good communication skills
Financial Modelling
Financial Analysis
Keen listener
Accounting
Risk Management

Languages

Arabic
Expert
English
Expert

Memberships

European Business Association Cambridge
  • Active member
  • September 2008

Training and Certifications

Selling skills (Certificate)
Date Attended:
July 2006
Valid Until:
July 2006