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El Mehdi Zerouali Ouariti

El Mehdi Zerouali Ouariti

Implementation Manager

Standard Life

Implementation Manager at Standard Life

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Standard Life

Implementation Manager

• Successfully managing the implementation projects of Group Savings & Retirement plans from point of sale to post sales service by coordinating the cross-functional activities within the Customer Experience team as well as liaising with all internal and external partners as related to the implementation of small & medium complexity requests from our clients.
• Manage and meet the expectations for any post-sale changes in the client plan (fund change/mapping, add of subgroup, addition of plan, etc.)
• Create the Implementation project / plan and coordinate all related activities throughout the implementation process.
• Determine the timelines in order to create the implementation plan meeting the client's expectation.
• Participate with the Implementation Group in the preparation of post mortem reports.
• Participates with the team in quality reviews and process improvement.
• Identify, implement and maintain controls to mitigate financial and operational risks. Ensure compliance with regulatory requirements and internal policies

Career medium 01
Career
Career medium 03

Standard Life

Financial Advisor

Highlights:
2012 150% of Asset consolidation target
2013 100% of Asset consolidation target ( within the first 3 months Jan-Mar)

• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
• Discuss investment strategies and market conditions and determine their investor profile in order to better guide them in selecting an appropriate investment mix.
• Address queries from group plan members/brokers/intermediaries with regard to various plan aspects and topics, such as plan specifications, legislative information and investments.
• Research and investigate available investment opportunities to determine whether they fit into financial plans.
• Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
• Identify prospects for transferring accumulated assets to retirement payout products

Career

Standard Life

Investment Associate in Retail Markets

Identify and report weaknesses, and apply financial and operational controls to mitigate risks. Ensure compliance with regulatory requirements and internal policies. Provide one-stop service for designated transactions in compliance with the objectives set by one’s team by contributing to the overall objectives. Recommend, support and implement continuous process improvements regarding the policies, methods, and workflow of evaluation systems.


• Possess excellent time management skills in an environment of pressing deadlines
• Detail oriented with strong analytical and problem solving ability
• Adaptable to diverse situations and comprise good listening skills
• Excellent communication and interpersonal skills

Career medium 01
Career
Career medium 04

RBC

Fraud Analyst

• Responsible for ensuring appropriate action is taken for the early detection of fraud.
• Accountable to respond to cardholder/ merchant enquiries relating to fraud on the Bank's credit/debit cards.
• Take proactive action for the early detection of fraud by analyzing and preventing dollar loss to the Bank by monitoring the various reports for potential fraud activity;
contacting customers to verify transactions; analyzing and escalating new fraud trends;
responding to inbound calls from customers, call centres, merchants, authorization centres and police worldwide.

Career

RBC

Risk Fraud Agent

• Taking and analyzing customer calls and requests regarding potential client fraud transactions and providing direction and guidance on appropriate course of action
• Communication of appropriate course of action to clients in a professional manner
• Creation of written correspondence and various tracking reports, and document processing utilizing a variety of system applications.

Career medium 03
Career
Career medium 02

Island Ink-Jet Associate Program

Manager

• Oversee store operations, supervise employees and manage inventory.
• Develop successful sales plans to grow the store’s profitability.
• Set standards and model behavior for optimum customer service.
• Trained employees and assessed work procedures, assigning specific duties to them, maintaining harmonious relationships which promoted efficiency
• Reported to and coordinated with owner in hiring, productivity, net sales, inventory control, and employee relations on a bi-weekly basis
• Valued loyal consumer relations and continuously built trust and consumer confidence with company while expanding clientele base promoting repeat business
• Implemented and enforced systems and procedures, staff development, and motivational training while actively supporting company principles which improved team success
• Kept company stocked and fully operational by monitoring kiosk supplies and regulated inventory monthly

Career

McGill University

Graduate Studies, Finance

Concordia University

Bachelor, Fine Arts

Université de Montréal - HEC Montréal

Certificat, Gestion de Projet