أحمد إبراهيم سامى محمد عبدالدايم, Affluent & Private Clients Relationship Manager - Wealth Management

أحمد إبراهيم سامى محمد عبدالدايم

Affluent & Private Clients Relationship Manager - Wealth Management

ALEXBANK

البلد
مصر - بنها
التعليم
بكالوريوس, Accouning
الخبرات
17 years, 2 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :17 years, 2 أشهر

Affluent & Private Clients Relationship Manager - Wealth Management في ALEXBANK
  • مصر - بنها
  • أشغل هذه الوظيفة منذ يوليو 2020

- Responsible for developing new relationships by delivering exceptional advice to high net worth client relationships.
- Acquiring new to bank customers (Resident and Non-Resident) through own network data base or referrals.
- Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives.
- Responsible for significant new business and revenue growth.
- Deliver a distinctive client experience that leverages our unique value proposition through investment management, financial planning and advisory services.
- Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures (AML - KYC "Know your customer”).
- Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent / high-end private customer needs.
- Maintain high standards in customer disclosures and achieving zero customer complaint record.
- Transfer, build liability and AUM portfolio through own network and database.
- Ensure consistent and transparent disclosures of fess/charges and risks associated with the banking & wealth management products.

Achievements at (AlexBank):
- Being the top achiever rank#1 over all Magnifica RM's on Q1 2022.
- Being one of the most successful examples as a result of opening a new accounts on 2021 at Delta Zone.
- Ranked for three times on top 5 achievers list as in 3 quarters.
- Contribute my Branch to win Rank#1 on West Delta Region with highest achievements(Q1 2022, Q3 2021 & Q1 2021)

Head Of Customer Service "Deputy Branch Manager" في Abu Dhabi Islamic Bank - Egypt
  • مصر - بنها
  • مارس 2017 إلى يوليو 2020

Perform a variety of sales and service activities to all Customers through Face to face interactions or through alternate channels
- Identify Sales opportunities based on customer needs, sell and promote deposits, investments, loans and insurance products
- Abide to target Operational Model
- Ensure through example to provide best available service
- Provide and identify sales referrals opportunities to deepen customer relationship
- Provide effective portfolio management and achieving “Global Standards”
- Identify new customers to increase Customer Base and Cross sell ratio.
- Monitor Customer satisfaction data / reports and reporting areas of possible improvements
- Live and represent the ADIB brand
- Responsible for effectively managing alerts on “customer activity management”
- Branch Management.
- Maintain ADIB internal control standards

Achievements at (ADIB):
- Being the top achiever rank#1 over Retail on 2019.
- Being the top achiever on assets over Retail on Jan & Feb 2020
- Contribute my Branch to win Rank#1 on East Delta Region with highest achievements(Jan 2020 & Dec 2019)

Personal Banker في Abu Dhabi Islamic Bank - Egypt
  • مصر - بنها
  • يونيو 2015 إلى مارس 2017

The Personal Banker is primarily responsible for servicing and managing customer relationships under the Priority Banking program by engaging them, uncovering their needs and providing them with the appropriate products, services and solutions from the entire range of the Consumer Banking suite.
The Personal Banker is responsible to drive profitable revenue and volume growth from their portfolio with a focus on new acquisition, deepening of existing customer relationships and cross sell thereby improving market and customer share of wallet with the Bank

Bancassurance Representative في Allianz Egypt
  • مصر - بنها
  • مايو 2014 إلى يونيو 2015

Senior Insurance Specialist in Allianz Egypt - (Banque Du Caire - Banha Branch )
* Main Responsibilities and Duties:
- Identifying clients needs, promoting solutions based on company products to satisfy identified client’s needs and Providing customers with better financial solution, Playing the role of customer service officer in processing customer requests and inquiries.
- Implement "Anti-Money Laundering Law" and "Know Your Customer" Concepts, Attract new customers to increase Allianz market share.
- Prepare the necessary data needed for measuring business performance and plan for enhancement to maximize achieving sales targets (according to the relevant agreement with each bank)
- Ensure staff awareness and adherence to Allianz policies, and Insurance Law, Establish and maintain effective working relationships with co-workers Supervisors and other colleagues, Cross selling of other retail and corporate products.

Achievements at (Allianz):
- Being the top achiever in the Delta region with 212 % over target Q4 2014 & joined Eagles Team.
- Being one of the most successful examples as a result of opening a new sales channel at Delta Zone.
- Recognized for more than three times as the top achiever in 2 quarters.
- Contribute in my Branch to win the Best Branch with highest achievements(Aug 2014, Jan & Feb 2015).

Co-Branded specialist في Etisalat-Misr
  • مصر - القاهرة
  • مارس 2013 إلى مايو 2014

Duties of job include: Handle & control Etisalat quality of services & sales through Co-Branded channels & partners, Ensure that the teams follows established procedures for each service request, including logging, processing and progress chasing enquiries, adhering to agreed Key Performance Indicators, Service Level Agreements and quality standards to maximise customer satisfaction. supervise, coach and monitor the partner’s members, organise regular team meetings, Responsible for the everyday running of the shift and the solving of immediate problems.

Customer Center Specialist in Mobinil Customer Center Nile City Branch في MobiNil
  • مصر - القاهرة
  • أبريل 2010 إلى مارس 2013

Duties of job include: -Handling inquiries & Resolve Customer complains & problems.Morever, Working In Duties Rotation As a Cashier handling cash Transactions with Customers, financial & adminstration tasks, Preparing the stock inventory, Cross & up selling & marketing for Mobinil Various Products and Value added services.

Corporate Account Manager في Vodafone Egypt
  • مصر - القاهرة
  • يناير 2009 إلى أبريل 2010

Duties of job include: Responsible for relationship building and account management while resolving customer inquiries in a professional manner. (Syndicates & SME) provides leadership towards the achievement of maximum revenue and growth in line with company vision and values.

Customers' Service Representative in Vodafone in the High Value customers Segmentation, في Vodafone Egypt
  • مصر - القاهرة
  • يوليو 2007 إلى يناير 2009

Customers' Service Representative in Vodafone
in the High Value customers Segmentation,
- Duties of the job include:
-Senior agent in High value customers queue
-Communication skills and customer service course by Vodafone
-Interface with the customer and handle inquiries completely.
-Maintain highest customer satisfaction.
-Provide product and service information.
-Organize the team tasks.

Trainee في Delta International Bank
  • مصر - القاهرة
  • يونيو 2006 إلى أغسطس 2006

Gained the Experience How to Deal with the customer How deal with Personal Accounts, Companies Accounts, Cheque Books, Proofs .Moreover, Marketing the Bank Various Products as Personal Loans and Credit Cards and the superior management .

الخلفية التعليمية

بكالوريوس, Accouning
  • في Banha University
  • يونيو 2007

Primary & Preparatory Education El Salam Language school & General Secondary Certification . B. S. C of Commerce, Accounting Department, Benha University . Year of Graduation: 2007

الثانوية العامة أو ما يعادلها, Primary & Preparatory
  • في El Salam Language school
  • يونيو 2003

Primary & Preparatory Education El Salam Language school & General Secondary Certification

Specialties & Skills

Branch Management
Private Wealth Management
Portfolio Management
Customer Value Management
Oracle's Siebel Customer Relationship Management application and other various applications
Word & Excel Professionally Microsoft office applications MS Word,MS Excel,MS powerpoint, MS Outlook
Excellent Internet user & Computer skills (MS office 2003, MS project & internet}
Comsys and Foxpro accounting software
- Fluent Arabic Spoken and written - Fluent English Spoken and written.
Technical skills for all operating systems for mobiles and computers.

حسابات مواقع التواصل الاجتماعي

اللغات

الانجليزية
متمرّس
العربية
متمرّس

العضويات

City Club
  • Member
  • May 2020

التدريب و الشهادات

(الشهادة)
(الشهادة)
تاريخ الدورة:
February 2009
(الشهادة)
تاريخ الدورة:
March 2013
(الشهادة)
تاريخ الدورة:
April 2014
handling TD's,CD's,ATM's,Personal Accounts,Companies Accounts,Cheques Books,Antimoney Laundering Law (الشهادة)
تاريخ الدورة:
August 2010
صالحة لغاية:
October 2010
Business English,Business writing,Presentation skills,Computer skills(MS office 2003, MS project) (الشهادة)
تاريخ الدورة:
June 2007
صالحة لغاية:
August 2007

الهوايات

  • Travelling, Arts painting, Photography, Swimming, Riding horses, Playstation and Hanging out .
    Travelling, Arts painting, Photography, Swimming, Riding horses, Playstation and Hanging out with my friends.