Driven and people-oriented individual with a great passion for financial markets and economy.
Past experience in sales, business development, training delivery, customer support.
Business Development Director @ PROFILE is a domain expert with 25 years’ experience in providing technology solutions to financial institutions across different verticals: Investment/Wealth/Fund Management, Private Banking, Custody, Brokerage, Core Banking, Alternative Banking, Islamic Banking, Family Office, Crowdfunding/Peeer-to-Peer Lending (P2P), Microfinance. Our modular platforms offer customizable workflow solutions in every operational segment across front, middle and back office.
PROFILE has been recognized and awarded among top financial technology vendors by global research providers including Gartner, Celent, IBS Intelligence, Forrester, Aite…
Michal is responsible for Business Development and overall Account Management of a growing number of PROFILE’s clients and business partners in UAE, Qatar, Kuwait, Oman, Levant and selected countries in Africa and APAC. That entails interacting at many different levels across organizational structure with CFOs, CIOs, CTOs, Heads of Portfolio Management, Wealth Management, Private Banking, IT etc. From February 2015 to Present (11 months) Managing Director @ From June 2013 to Present (2 years 7 months) Regional Manager - Middle East @ SIX Financial Information, headquartered in Switzerland, is one of the top 3 global information providers for the financial markets community. Main business lines include professional tools for Front/Middle/Back office, Risk and Compliance, Private Banking/Wealth Management and Custody/Fund Administration. SIX FI has been awarded the Best Corporate Actions Provider consecutively since 2010 as well as Best FATCA Solution Provider recently. The client base includes most prominent financial institutions from Europe, North America and Asia. From March 2014 to January 2015 (11 months) Sales Specialist, Investment Management, Middle East and North Africa @ Managing the pipeline of business opportunities (financial desktop and datafeeds) across the vast MENA territory; prioritizing sales efforts from the perspective of short- (quarterly sales targets) and mid-term business goals.
- Conducting presentations for and negotiations with a wide array of audiences from C-level executives to end-users of Thomson Reuters systems.
- Creative approach to closing new deal opportunities – efficient use of a wide range of available commercials and product lines.
- Collaboration with a geographically wide-spread network of sales and support resources.
- Creation of target lists for potential sales prospecting.
- Proactive approach to entering new business areas within existing client-base as well as new prospects (including cold-calling).
- Efficient use of sales techniques and systems (eg. Salesforce.com). From April 2011 to May 2013 (2 years 2 months) Regional Business Manager, Investment Management and Research, Middle East and Africa @ Coordination of business strategy between the management and the frontline within 3 sub-regions of Middle East and Africa (commercial packaging, product migrations, product development).
- Providing support for sales force and account managers during sales pitches as well as retention threats.
- Active linking of frontline and client feedback with internal commercial and product teams for prompt resolution of issues.
- Active participation in company’s strategy work for prioritization of data and product enhancements (business lines covered: Investment Management, Research, Islamic Finance).
- Cultivating relationships with buyside market organizations (CFA Emirates, CFA Bahrain, Egyptian Investment Management Association).
- Sales lead generation - buyside market sizing, identifying up-sell opportunities and white spaces within existing client base and untapped market segments, preparing sales pitches. From September 2008 to March 2011 (2 years 7 months) Sales Specialist, Research & Asset Management @ Responsible for financial desktop sales across Gulf, North Africa, Lebanon and Jordan. From April 2007 to September 2008 (1 year 6 months) BahrainSpecialist Client Trainer, Asset Management @ Covering clients in Bahrain, Saudi Arabia, Iran.
Supporting users of information systems in various asset classes (money markets, FX spot, equity and fixed income investments, C&E) as well as different types of clients (commercial banks, brokerages, investment funds, government agencies, central banks). From July 2005 to April 2007 (1 year 10 months) BahrainClient Trainer @ - Conducting regular classroom training sessions.
- On-site client visits.
- Pre-sales presentations.
- Dedicated resource for a community of FX Spot dealers in Poland. Supporting
Dealing Direct, Dealing Spot/Forwards Matching, Deal Tracker.
- Driving a project of introducing Reuters Treasury Dealing into the Polish interbank market. From January 2000 to June 2005 (5 years 6 months)
Bachelor, Finance and Banking @ Szkoła Główna Handlowa w Warszawie From 1996 to 2001 SOKRATES Scholarship @ Christian-Albrechts-Universität zu Kiel From 2000 to 2001 44 LO im. A Dobiszewskiego From 1992 to 1996 Michal Bakula is skilled in: Financial Markets, Banking, Market Data, Equities, Sales, Salesforce.com, Training Delivery, Macroeconomics, Business Analysis, Business Development, Trading Systems, Wealth Management, New Business Development, Investments, Capital Markets
Websites:
http://financial.thomsonreuters.com/emergingmarkets