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Welcome, Tariq
Last Update: 7/2/2024 9:15 AM
My KPIs
Total clients
125
180
Monthly RM revenue
0.72M
1.1M
KPI title
12.92M
15M
Monthly RM revenue
0.72M
1.1M
Client ranking
Omar Khalid El Shamsi
عمر خالد ال شمسي
AED 11.30M
Hasan Farman
حسن فرمان
AED 9.20M
Cemal Quadri
جمال قادري
AED 8.80M
Bahir Mitri
باهر متري
AED 8.40M
Talib Shariff
طالب شريف
AED 7.30M
Tasks
| Task | Linked to | Due date | Priority | Status |
|---|
Rows per page
Opportunities
Idle cash deployment
Large account inflow
Expires in 3 days
Omar Khalid El Shamsi
1-0006552B-016
Portfolio rebalancing
Significant portfolio value change
Expires in 7 days
Omar Khalid El Shamsi
80345-1
Maturity event
Large account inflow
Created on: 10/04/2026
Omar Khalid El Shamsi
65520
Portfolio rebalancing
Significant portfolio value change
Created on: 10/04/2026
Omar Khalid El Shamsi
80345-1
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