Senior Account Officer & Team Leader
Sigma Capital
Total years of experience :13 years, 4 Months
Responsible for Handling High net worth Clients.
* Acquire New Clients and Build A Big portfolio Client Base
* Arrange purchase or sell of stocks, bonds or other financial instruments.
* Advise clients to the most suitable investment based on their requirements; risk tolerance,
income, strategy.
* Suggested improvements to customers portfolios based on my market knowledge.
* Predict future direction of the market using the necessary tools (technical / fundamental
analysis).
- Specialized in loose diamond & diamond jewelry Sales
- Establish my network of suppliers from the major markets
- Build a client base (customers) for my service
- Self Sourcing for rough diamonds from Africa to Antwerp to be polished and sold
A self initiative that I created to Spread the awareness about recycling in coordination with
Ministry of environment
* targeted for school students in Egypt
* the Initiative was a success for 3 consecutive years from
Manage the whole operation for the company.
* Managing the Importing process and logistics.
* Manage the international relations with all of our suppliers and / or agencies
* Responsible for suggesting new strategies, new ideas and new product lines that can
support and grow the business.
* Finding supplier from different countries and manage the quality control for the production
- Same responsibilities in addition to:
- Generate reports regarding the employee and branch performance.
- Act on behalf of the branch manager in his absence.
- Help in the operational cycle regarding the work flow and the arrangements between the branch and the head office.
- Responsible for testing the new system for the work flow of the branches before applying it to all the branches of the company.
- Handling most of the technical issues regarding the IT structure of the branch.
Advise customers who want to make financial investment on the most suitable investment
based on their requirements; risk tolerance, income, strategy.
* Arrange purchase or sell of stocks, bonds or other financial instruments.
* Monitor both internal and external markets to assess their impact on customers portfolios
and take the necessary action.
* Report to customers on the outcome of transaction.
* Suggested improvements to customers portfolios based on my market knowledge.
* Predict future direction of the market using the necessary tools (technical / fundamental
analysis).
Handling all the clients' requests and problems.
* Coordinating the operation between the branch and the Head office.
* Generate all the reports needed or requested by the head office to monitor the branch
performance.
Dedicated to special clients with the same previous role
Handling all the client requests (buying, selling, book-Keeping and stock related
operation).
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Pre-Graduation Experiences:
* During Summer of
.