Safwa portfolio manager and relationship executive
National Societe Generale Bank (NSGB)
Total des années d'expérience :14 years, 11 Mois
In the retail sector; as a Relationship Executive and Safwa portfolio manager (Serving high net worth customers and selling bank’s products to portfolio customer base).
Maintain exellent CRM (cutomer relationship management)with new and less complex individuals. Keeping a strong and long term relationship with the customer to be able to develop cross selling transaction.
Attract customers through offered bank services that suits different client utilites. Able to sell, offer and explain the bank service and packages.
Develop and maintain large and high net worth individual accounts, meet executives, counsel customers on their needs, and ensure effuciency of account management.
Contribute in branch selling activities to both exisiting and potional customers within established policies and procedures.
Maintain branch procedures to be consistent with bank policies and opearting objectives.
Develop business relations with the customers.
Serves my customers.
Follow up the requirements of my customers.
Administrative work ( paper work, filling)
o Cumulative GPA: 3.7. o 2009/2010 Assessment year GPA: 3.9 (Dean's list) "with the degree of honor from the university of New Brunswick (fourth top of my year) * A certificate of appreciation from the Dean of University of New Brunswick in 2010. * working on human resources diploma in the American university in cairo.