Credit & Marketing Officer
ORIX Leasing Egypt SAE
Total years of experience :15 years, 9 Months
Attract potential business entities.
Making credit analysis for the prospective lessees and analyze the financial needs to provide the financial solution.
Assess creditworthiness by performing credit analyses to the financial data provided by the customer.
Perform market studies.
Prepare credit profile of the prospective.
Discuss prospective customers with the credit desk in order to get the approval for financing.
Subsequent to the disbursement following up the customer service.
Prepare all needed inquires (I-Score and CBE reports) for the lessees.
Preparing all required documentations for the lease process and making internal audit for the credit files
Prepare appraisal reports for consideration by the Credit Committee
Perform any other duties as may be assigned from time to time
Visiting diversified clientele personally
Identifying, evaluating and recommending customer’s needs and proposals
Following up with delinquent customers to insure receiving payments in a timely manner.
Specialties (( Financial Sector ))
Credit Analysis
Corporate Finance
Financial Reporting
Business Development
Relationship Management
• Focus on winning prospective customers as well as maintaining relationship with existing ones.
• Handle Incoming Phone Calls and Resolve standard customer’s requests and route issues that require follow-up to Customer service Team and making essential calls for new customers.
• Managing a sales team contains (Three Sales Executives) to achieve our target.
• Searching for new sales opportunities and implement service promotion strategies.
• Work closely with marketing team to promote our service and providing technical help to our customers.
• Making presentations on our services to groups and corporate in order to attract new clients.
• Closely managing and monitoring the progress in sales targets achievement, the quality of the portfolio and the persistence of policies to ensure achieving targets.
• Following up on the developments of corporate and clients’ needs and maintaining good long terms relations with customers to ensure maximum clients satisfaction.
• Ensuring excellent feedback efficiency to customer queries.
• Continuously updating market and competition knowledge to expand market penetration.
• Continuously building and developing the network of contacts and sources of leads.
• Providing price quotes to customers when needed and suggest price reviews based on feedback from customers.
• Sending weekly updated reports to the managers and the CEO.
• Proposing and actively promoting solutions based on Medical insurance and services that would satisfy identified needs.
• Handle Incoming Phone Calls and Resolve standard customer’s requests and route issues that require follow-up to Customer service Team and making essential calls for new customers.
• Managing a sales team contains (Two Sales Executives) to achieve our target.
• Making presentations on services to groups and corporate in order to attract new clients.
• Work closely with marketing team to promote our service and providing technical help to our customers.
• Closely managing and monitoring the progress in sales targets achievement, the quality of the portfolio and the persistence of policies to ensure achieving targets.
• Following up on the developments of corporate and clients’ needs and maintaining good long terms relations with customers to ensure maximum clients satisfaction.
• Ensuring excellent feedback efficiency to customer queries.
• Continuously updating market and competition knowledge to expand market penetration.
• Continuously building and developing the network of contacts and sources of leads.
• Sending weekly updated reports to the managers and the CEO.
• Contacting prospective customers in order to present information about the hotel and explain available services.
• Making presentations on services to groups and travel agencies in order to attract new clients.
• Preparing action plans and schedules to identify specific targets and to project the number of contacts to be made
• Following up on all issues related to customer queries, proposals for improving efficiency, or an expression of satisfaction or dissatisfaction with the service.
• Partners with marketing team to develop strategic customer relationship approaches
• Follows up with the operations team to ensure the delivery of all events’ components as per client’s requirements.
Graduated from faculty of commerce - Cairo university