Open to opportunities

Marwan Mokhtar

@marwanmokhtar

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Experienced professional in sales, investment banking, and business coaching.

Egypt

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What I'm looking for

I am looking for a role that fosters growth, encourages collaboration, and values innovative thinking.

I am an experienced professional with a diverse background in sales, investment banking, and business coaching. My expertise lies in effectively communicating with clients, negotiating deals, and building lasting relationships. I possess a deep understanding of financial markets and have hands-on experience managing institutional clients while providing investment advice.

Throughout my career, I have successfully overseen the registration of shares for Egyptian joint stock companies, ensuring compliance with government mandates. I have also acted as an advisor for company representatives, validating documentation and ensuring accuracy in the registration process. My commitment to excellence is demonstrated by my successful completion of over 1000 company registrations with zero major errors.

In addition to my technical skills, I am passionate about creating engaging learning environments. As a guest lecturer, I have prepared and delivered lectures that ensure a clear understanding of expectations and learning requirements. I thrive on contributing to an organization's growth and success, and I am eager to leverage my skills in a challenging new role.

Experience

Work history, roles, and key accomplishments

Current

Shareholding Company Auditor

Current

Misr for Central Clearing, Depositary & Registry (MCDR)

Jan 2018 - Present (7 years 6 months)

Oversaw the registration of Egyptian joint stock companies' shares in MCDR, ensuring compliance with government mandates. Advised company representatives on the registration process framework and paperwork readiness, pre-auditing and validating documentation. Successfully completed the registration of over 1000 companies with zero major errors.

Compliance Auditing Stakeholder Management Documentation Management Data Validation Project Coordination Relationship Building Corporate Governance

Account Manager & Sales Trainer

INNOVATIVE SECURITIES LIMITED

Jan 2015 - Feb 2016 (1 year 1 month)

Operated as the lead point of contact for MEA Region accounts, building and maintaining strong customer relationships while overseeing account management and negotiating contracts. Led a team of 4, managing performance and ensuring deliverables were met. Acquired 26 accounts with an average size greater than $120,000, producing over $1.6 million in gross commissions and achieving the highest portf

Account Management Sales Strategy Negotiation Team Leadership Performance Tracking Market Analysis CRM Software

Introductory Broker & Sales Advisor

KBC Securities

Jan 2014 - Dec 2014 (11 months)

Built a book of business through cold calling and exceptional client service, developing a client referral pipeline. Guided clients with their investment portfolios, keeping them well-informed of their current positions. Acquired a total of 12 clients with an average investment of $7,500 per client.

Sales Cold Calling Portfolio Management Financial Planning Relationship Building Market Research

Guest Lecturer- Principles & Practices of HR Management

CEAS Institute

Jun 2013 - Dec 2013 (6 months)

Prepared lectures for 'Principles & Practices of HR Management (BA level 6)', ensuring clear understanding of expectations and learning requirements. Led tutorials including quizzes, role-play exercises, and Q&A sessions to reinforce lecture materials. Ran weekly clinics to offer in-depth knowledge and support to students.

Curriculum Development HR Management Public Speaking Training Delivery Presentation Skills

Education

Degrees, certifications, and relevant coursework

Oxford Brookes University

Master of Science, Human Resource Management

Graduated with a Master’s Degree in Science in Human Resource Management. The dissertation focused on ‘How Labour Rights Changed After the Arab Spring from The Perspective of HRM’. Coursework included Research & Methodology, Performance Management, and Coaching.

Arab Academy for Science & Technology & Maritime Transport

Bachelor of Arts, Marketing & International Business

Completed a Bachelor of Arts in Business Administration with a major in Marketing & International Business. The curriculum provided a comprehensive understanding of business principles and global market dynamics.