Seasoned CFO at LLP KATEK with a proven track record in asset optimization and financial structuring, showcasing first principles thinking and exceptional leadership skills. Spearheaded turnkey contracts and cross-departmental management, significantly enhancing operational efficiency. Excelled in strategic leadership at JSC Halyk Bank, fostering strong client relationships and team development.
Management of the family business.
KATEK LLP – Specializing in the Design of Main Pipelines
• Asset Optimization: Led initiatives to optimize and enhance the performance of company assets.
• Cash Flow Structuring: Managed and structured cash flows to ensure efficient financial operations across the business.
• Turnkey Contracts: Oversaw the entire process of turnkey contracts with clients, from tendering to author supervision, ensuring timely and high-quality project delivery.
• Cross-Departmental Management: Supervised and coordinated activities across all company divisions and regional branches nationwide, ensuring alignment with company objectives and operational efficiency.
• Non-Core Asset Oversight: Managed non-core assets, including a hotel, medical center, and recreation centers, ensuring profitability and operational efficiency.
• Philanthropy and Social Responsibility: Actively participated in charitable projects and supported social activity foundations.
1. Strategic Leadership & Business Development:
· Lead the VIP and Premium segments division through the country, developing and implementing strategies to grow the client base of high-net-worth individuals and ultra-high-net-worth individuals;
· Develop and execute plans to achieve sales targets, maximize profitability, and enhance client satisfaction;
· Identify new business opportunities, drive revenue growth and expand the market presence.
2. Client Relationship Management:
· Build and maintain strong, long-term relationships with clients, providing investment and financial solutions, identifying their unique needs and foresee the demand;
· Creation of a VIP and Premium product line, organization of wealth client events across the country's cities with the involvement of expert speakers, and creation of a loyalty program.
3. Team Leadership & Talent Development
· Manage, mentor, and lead a team of private bankers and relationship managers, conduct regular training and development programs to improve team skills;
· Develop of a unified sales approach, implementation of a motivation system, training on cross-selling techniques, and fostering collaboration with all divisions within the Halyk Group.
The challenge is to create the new structure of servicing wealthy clients, to build up with them trusting relationship and offer them the high quality products and service.
· Control and coordination all processes relating to the activity of VIP Center
· Negotiate and maintain relations: major clients, shareholders, board members
· Participation in development of internal processes of new bank’s products and internal regulating documents
· Provide financial support and professional advice
· Staff recruitment, training and placement on the corresponding positions
The challenge is to lead the department with the biggest client’s base of major companies, develop and create new regulations for whole system in the bank.
· Develop internal regulating documents for the bank’s corporate lending departments
· Participation in coordination and consideration all department’s documents and other departments which are in the process of lending
· Participation in budget preparation, other analytical information (unit performance indicators, loan portfolio status, business plan development, corporate lending strategy development) for bank’s CEO
· Prepare information for classification of obligations
· Participation in the implementation of the approved budget
· Searching and attraction of clients (companies)
· Deal preparation: negotiations strategy, business correspondence, analytical conclusion of clients projects, presentations, project defense at Bank lending committee and it’s further promotion, project monitoring.
· Work and coordination of Bank branches activity
First principles thinking
Management &leadership skills
Goal & leadership oriented
Critical thinking skills & creativity
Time management
· Yoga
· Reading business and classic literature
· Contemporary Art museums and galleries
· Traveling