Business Assurance Assistant Manager
Egyptian Life Takaful Company
Total years of experience :7 years, 7 Months
•Member in the first team who rebranded the company.
•Worked in the development of the company's new products.
•Created and developed the processes and procedures of the sales process.
•Created the sales and brokers commission and salary structure.
•Preparing and conducting training for the sales force.
•Recruiting and creating a qualified team to support the sales.
•Quality assurance and auditing the quality of sales.
•Creating and developing all distribution channel's activity and performance monitors.
•Ensures that all relationships, internal and external, are maintained to the highest level in order to achieve company’s goals.
•Enhanced workflow chart, to ensure a smooth-running operation between distribution channels and other departments.
•Created Management information reports and sales key performance indicators to measure activity and productivity.
•Responsible of the calculation of the sales commissions and quarterly bonuses.
•Working with "ESKADENIA SYSTEM" in Jordan in creating and developing an automated system for calculating the commissions and bonuses.
•Working with "ESKADENIA SYSTEM" in Jordan in developing an agency structure that measures the distribution channels and alliances productivity through systems.
•Responsible of creating and developing system to assure the compliance of the sales force to the company's rules and procedures.
•Enhancing the skills and capabilities of the sales support team to highly reflect in the flow of the business.
•Regularly developing and enhancing processes to enhance the flow of the sales process.
•Regularly monitoring the performance of the sales force in all the branches allover Egypt.
•Regularly doing field and branches visits.
• Managing Billing and Collection team who are responsible of the company portfolio and keeping it's persistency.
•Created and developed all Distribution Channels’ activity and performance monitors.
•Developed an agency structure that measures the distribution channels and alliances productivity through systems.
•Developed Management Information reports and Sales Key Performance Indicators to measure activity and productivity.
•Enhanced work overflow, to ensure a smooth-running operation between distribution channels and other departments.
•Ensured that all relationships, internal and external, are maintained to the highest level in order to achieve company’s goals.
•Planned/implemented Company’s re-branding.
•Planned Corporate Social Responsibility campaign to re-position the company.
•Wrote and produced alliance newsletter.
•Planned/implemented outdoor events.
•Planned/implemented new product rollout.
•Conducted special analyses and cost comparisons and purchase research.
•Regularly developed innovative solutions that cut costs in both the short- and long-term.
•Preparing training materials for existing Financial Advisors and new joining trainees.
•Conducting training for existing Financial Advisors and new joining trainees.
•Manage CIB incentives
•Manage NBD (National Bank for Development) incentives
•Compile data required for CIB and NBD’s staff annual awards and recognitions
•Organizing Alliances Events, Seminars/Training and Launch Parties
•Manage the external entities (codes and types)
•Manage the internal entities (EFSA numbers, types and hierarchy)
•Compile data required to assist Retail Channel Manager with staff performance appraisals and promotions
•Compile data required to assist Group Channel Manager with staff performance appraisals and promotions
•Compile data for retail channel quarterly recognitions
•Compile data for calculating bonuses due for CIL non-sales staff
•Channel's Target Achievement Update (manual)
•Monthly Branches Conversion Statistics (manual)
•Channel's Target Achievement Update (manual)
•NBD Alliance monitor (manual)
•EFSA registrations renewals
•Monitor the Outside Calls of the EBEs and the FAs
•Monitor the sick, maternity and annual leaves of the EBEs and the FAs
•Preparing and organizing Retail Channel meetings
•Group Sales & Admin meeting minutes taking and follow up with action points.
•Manage a proper Filing system
•Weekly and Monthly mailing to retail channel staff
•SMI 2 Data / Quotes Delivery
•Follow up on Unprocessed and pending Applications
•Board Reports on Alliances
•Monthly Branches Conversion Statistics (manual)
•Monthly CSOs Activity & Branches Production (manual)
•Manage contests for External Entities