Business Development & OperationsBusiness Development & Operations

Key Achievements:

•Lead operational business development, client relationship growth, and service delivery frameworks for institutional executives, founders, and high-net-worth clients across North America, Europe, and the Middle East. •Oversee account management and service execution for a portfolio of 30+ key global clients and internal operational staff, ensuring seamless cross-border delivery and retention. •Leverage modern business platforms (Notion, Asana, CRM systems) and AI assistants (Claude) to optimize team task tracking, streamline executive communication, and drive operational productivity. •Partner with executive leaders to identify expansion opportunities, optimize liquidity workflows, and structure operational service-level agreements (SLAs), driving a 25% boost in operational efficiency and a 15% increase in client retention.

Key Achievements:

•Spearheaded institutional business development and client acquisition, managing a $150M+ investment portfolio across fixed income, corporate bonds, private equity, and public equities. •Delivered high-level investment memos, financial models, and portfolio reviews to support institutional decision-making and allocation. •Conducted institutional client briefings and regional roadshows, achieving a 90%+ client retention rate through proactive relationship stewardship. •Implemented Salesforce CRM for complete pipeline visibility and co-developed a cross-sell framework that increased product penetration by 25%.

Key Achievements:

•Drove institutional business development and capital origination for corporate paper and structured debt products targeting high-net-worth individuals and family offices. •Originated and closed $2.5M+ in structured capital solutions aligned with institutional risk/return objectives. •Advised institutional clients on portfolio diversification across government bonds, corporate debt, and global equities, maximizing client retention and wallet share. •Supervised six analysts, enforcing CRM pipeline discipline, account segmentation, and target tracking to increase deal closure rate by 20%. •Collaborated with executive leadership on institutional fundraising strategy and regulatory compliance alignment (CMA/CBK).

Key Achievements:

•Expanded SME and retail credit portfolios by structuring asset-backed financing solutions and streamlining credit vetting workflows, reducing turnaround time by 40%. •Achieved 20% consistent monthly sales growth through targeted client acquisition, pipeline management, and execution of branch growth plans.

Key Achievements:

•Managed business and commercial banking clients across credit, savings, and investment accounts, supporting portfolio acquisition and retention. •Expanded branch and agency banking networks by 40%, driving deposit growth and institutional client access.