Leeda Omran
About
Leeda Omran is from Kuwait. Leeda is currently Assistant Vice President - Wealth Management at Kamco Invest, located in Kuwait City, Al Asimah, Kuwait. Leeda also works as Senior Executive at Kamco Invest, a job Leeda has held since May 2006. In Leeda's previous role as a Sales Department Executive Secretary / Customer Care - Manager at Zain Kuwait, Leeda worked in until Feb 2006. Prior to joining Zain Kuwait, Leeda was a Executive Secretary - Sales Department -Branches Manager at Zain Kuwait and held the position of Executive Secretary - Sales Department -Branches Manager. Prior to that, Leeda was a Debt Settlement Dept. Secretary to Mr. Khalid Al Shehry Manager - Debt Settlement Dept. at The Industrial Bank of Kuwait from Nov 1992 to Feb 1999. Leeda started working as Secretary to Mr. Waleed Al Ayadhi Manager - Operations Dept at Kuwait International Bank in Feb 1991. From Mar 1984 to Mar 1985, Leeda was Secretary - General Manager. at International Financial Advisers - IFA.
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Leeda Omran's current jobs
-Maintaining the ongoing relationships and leading in the development of new client relationships - Work with clients to understand their personal financial goals and objectives for their portfolio. - Client advisory, fund raising & offering potential investment opportunities (Funds, Bonds, Real Estate properties) - Establishing strong relationships with prospective investors including individuals, family businesses and institutions. - Scheduling & coordination General Assembly meetings and follow up all Agenda General Meetings (AGM) for all listed and unlisted companies to update our clients records (Cash Dividends, Share Bonus, capital Decrease/Increase…. ) -Increase the company's customer base by seeking and obsession new clients to invest with different products (Bonds, Funds, New portfolios for Local & Gulf Trading..etc. Real Estate Investments) -Open new investment portfolios in the system -Ensuring the availability of all Official Documents required from Capital Markets Authority (CMA) for Individual and Non-Individual. -Ensuring from complete all required Forms from CMA for all clients (Anti Money Laundry, Know Your Clients, FTACA, Check world, Questionnaire, Board Member….etc.) -Follow up all client reports and cash transfer -Follow up all Mortgage portfolios with all Banks -Transfer share certificates from Client Name to Company Name. - Adhere to the risk management policy incorporated within the work area. - Skills (PC, Time Management ,Performance Management ,Administration ,Business Skills & Understanding ,Written Communications