Affluent & Private Clients Relationship Manager - Wealth Management
ALEXBANK
Total years of experience :17 years, 1 Months
- 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)
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)
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
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).
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.
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.
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,
- 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.
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 .
Primary & Preparatory Education El Salam Language school & General Secondary Certification . B. S. C of Commerce, Accounting Department, Benha University . Year of Graduation: 2007
Primary & Preparatory Education El Salam Language school & General Secondary Certification
