Head Of Financial Advisory - Asset Management
Azimut Egypt Asset Management
مجموع سنوات الخبرة :13 years, 1 أشهر
• Oversee a team of financial advisors and ensure the team is meeting performance targets and delivering high-quality advice to clients.
• Develop and implement financial strategies for clients to maximize their returns while minimizing risks.
• Provide expert advice to clients on a range of financial matters, including investments, tax planning, and retirement planning.
• Manage client relationships and build a strong rapport with clients to ensure their long-term loyalty and satisfaction.
• Managing a portfolio of institutional /UHNW customers.
• Keep up to date with market trends and developments in the asset management industry to ensure clients receive the best possible advice.
• Making/advice adjustments to clients’ investments over time, based on the outlook and reports received on daily basis.
• Assisted in different products and funds propositions and made successful investment guidelines.
• Created marketing and awareness strategies to facilitate offering Azimut’s funds to retail & institutional customers.
• Represented Azimut Egypt in different events and ceremonies.
* Managed the private banking segment, overseeing a portfolio with total AUMs of 450 M EGP and 11 M USD.
* Provided diversified investment advisory and conducted business, industry, and financial reports analysis for business owners.
* Acted as the primary banking ambassador for clients.
* Offered SME financial solutions to meet client needs.
* Conducted in-depth financial analytics to manage portfolio profitability.
* Acquired new clients and expanded the CASA, Assets & Liability base.
• Managed efficiently the portfolio of customers designated, Acquired NTB customers, Enrolled, and Upgraded existing customers along with cross selling all exclusive products to the customer to achieve his/her set target and meet the annual approved plan.
• Reviewed reports provided from Quality Assurance Department & Call Centre which indicates the level of service & rate of complaints, then ensured that any customer complaint is solved, as well as striving for achieving the best-in-class service through professional customer handling.
• Tracked wealth customers’ inflows and outflows daily and contacted customers to seek information behind unexpected behaviors.
• Ensured that a consistently high level of customer service is maintained by effectively dealing with EG Banks prime Customer’s queries and complaints.
• Ensured that the work area is maintained in good condition and that product literature is available and prominently displayed.
• Responded positively and diligently to colleagues and coordinate and communicated effectively with branch staff and support units to ensure that customers’ requests are processed timely and efficiently.
• Ensured that the required awareness about the proposition is provided to branch heads and all front liners to create quality referrals.
• Attended meetings with segment management to address wealth customers needed service and products
• Act as Branch Head.
• Maintained a comprehensive understanding of customer portfolios and financial needs and identified opportunities to fulfill customer needs through use of Gold Management tools and VIP Individuals Review.
• Developed customers' portfolios in line with the standards laid down by local gold segment head.
• Directed customers to the most cost effective and efficient service delivery channel.
• Agreed on lending facilities (where appropriate) only when there is a full understanding of the purpose of the borrowing, its repayment source and provided it is within the approval authority allocated.
• Effectively balanced the need to grow the portfolio whilst maintaining the highest standards of operational excellence
• Assist with setting up the department business plan within the agreed time frame and budget.
• Developing the process of sales approach, sales cycle and operational cycle for the department through working closely to the payroll segment head.
• Fully comprehend and clearly differentiate between the various payroll packages and can thoroughly present them to the new targeted SRG and Corporate companies.
• Responsible for the monthly acquisition of live accounts targeted on the assigned Zone/ Branch where the RM should manage overall relationship with customer till the accounts become live at the end of each month and ensure that it complies with pre-set criteria of the business acquisition defined by the payroll segment.
• Manage overall payroll relationship with the newly acquired SRG and corporate companies which includes providing the proper software to the new companies’ responsible person and provide professional training on the usage of this software.
• Ensure that companies provide an accurate salary scale for their employees in order to obtain the appropriate approval on payroll package.
• Measure and monitor customer attrition; promote and implement retention strategies to enhance customer loyalty.
• Managing a team of 4 customer service representatives.
• Drive and deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling, of CIB's Retail products & services.
• Accountable for cross selling for the existing customer base.
• Accountable for sales for the walking client.
• Conduct call visit for vanilla customers and payroll clients in accordance with the personal bankers and the sales and services manager.
• Own and manage customer queries and complaints by taking ownership and resolving in a timely manner.
• Maintain sales performance statistics for management information usage.
• Own and manage personal product & channel sales targets to contribute towards the outlet sales objectives.
• Identify when & where to refer customers to an appropriate area of delivery for specialist sales help or advice.
• Through effective banking hall management ensure that customers are directed to the most appropriate delivery channel to meet their needs e.g. cashiers, drop boxes, ATM etc.
graduated from faculty of commerce (cairo university)