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mohamed said, Relationship manager wealth management

mohamed said

Relationship manager wealth management ·AYAAN Exclusive Banking(Wealth management) Dubai Islamic Bank

United Arab Emirates

Bachelor's degree, social work

Work experience

Total years of experience: 17 years, 5 months

Relationship manager wealth management

December 2016 - Present

AYAAN Exclusive Banking(Wealth management) Dubai Islamic Bank

Dubai, United Arab Emirates

December 2016 - Present

Establish a wide relationship with the high profile clients through maintaining their banking connection.
•Acquiring new business through generating a referrals network to bring new to bank customers on a monthly basis.
•Manage the customers portfolio and responsible for the clients overall banking experience.
•Provide our clients with the required standard of service and create awareness of our investment products.
•Cross-selling the liability products according to customer needs.
•Analyze the customer profile to provide a suitable financial plan based on customer risk appetite.
•Handle and resolve customer complaints.
•gaining a clear understanding of customers' businesses and requirements

Company industry:
Banking
Job role:
Banking

Relationship Executive

October 2014 - November 2016

Takaful department. Abu Dhabi Islamic Bank

Dubai, United Arab Emirates

October 2014 - November 2016

Providing to the customer our saving or insurance products in a simplified and easy to understand way which satisfies the customer needs efficiently.
•Achieving the assigned target on quarterly basis by focusing on our business plan.
•Supporting the bank when prospects have unique requirements that cannot be met by the available packages, such as requiring complex savings plans or detailed advice, or with loan debt obligations elsewhere, and needing protection.
•Following up on the applications process and ensure that all documents are in place as per compliance requirements then give the client the required feedback till his policy gets issued.
•Making a cross-selling for the rest of the retail bank products in a very professional way.
•Exceptional customer service responsible for all customers’ requests and inquiries.  Handling customers complains and timely resolution of issues.

Company industry:
Banking
Job role:
Banking

Sales Executive Personal loan

December 2013 - August 2014

National Bank of Umm Al Qaiwain

Dubai, United Arab Emirates

December 2013 - August 2014

• listening to customer requirements and presenting appropriately to make a sale;
• maintaining and developing relationships with existing customers in person and via telephone calls and emails
• cold calling to arrange meetings with potential customers to prospect for new business
• gathering market and customer information
• negotiating on price, costs, delivery and specifications with buyers and managers
• challenging any objections with a view to getting the customer to buy
• Reviewing your own sales performance, aiming to meet or exceed targets
• gaining a clear understanding of customers' businesses and requirements

Company industry:
Banking
Job role:
Banking

sales manager

February 2012 - October 2013

ACE Life Insurance

Cairo, Egypt

February 2012 - October 2013

• Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
• Resolve customer complaints regarding sales and service.
• Recruit agent to insure the annual branch plane to achieve the target
• Enhance the performance of the unit ( team leaders & sales agent ) to achieve our goals
• Review with the director manager the plane and negotiate the negative and positive issues
• Report to director managerthe daily commitment from the team and the month pipe line
• Discuss the quarter plan with branch manager and the director manager

Company industry:
Insurance & TPA
Job role:
Sales

sales team leader

January 2011 - January 2012

Commercial International Bank (CIB) Egypt

Alexandria, Egypt

January 2011 - January 2012

• Insure the target plane by recruit the experience sales and good qualification
• maintaining and developing the team performance
• enhance the team performance and achievement
• confirm that all team for description and sales responsibility
• Reporting the Area Sales manager the daily commitment and sales pipe line
• Discuss and Reviewing the daily sales report and the pipe line with the team
• Handle the team to growing and develop the sales experience to exceed the target
• Confirm that all sales procedure doing as per sales policy and bank terms and conditions

Company industry:
Banking
Job role:
Banking

Sales Executive

September 2009 - December 2010

Commercial International Bank (CIB)

Egypt

September 2009 - December 2010

deal directly with customers either by telephone, electronically or face to face
•respond promptly to customer inquiries
•handle and resolve customer complaints
•obtain and evaluate all relevant information to handle product and service inquiries
•provide pricing and delivery information
•perform customer verifications
•set up new customer accounts

Company industry:
Banking
Job role:
Sales

SALES Executive

November 2008 - August 2009

Barclays Bank Egypt

Alexandria, Egypt

November 2008 - August 2009

listening to customer requirements and presenting appropriately to make a sale;
•maintaining and developing relationships with existing customers in person and via telephone calls and emails
•cold calling to arrange meetings with potential customers to prospect for new business
•gathering market and customer information
•negotiating on price, costs, delivery and specifications with buyers and managers

Company industry:
Banking
Job role:
Banking

Education

Alexandria University

January 2008

January 2008

Bachelor's degree, social work

United Arab Emirates

Skills

BANKING
Expert
BANKING
Expert
COLD CALLING
Expert
COLD CALLING
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RISK
Expert
CUSTOMER RISK
Expert
DELIVERY
Expert
DELIVERY
Expert
FINANCIAL
Expert
FINANCIAL
Expert
LISTENING
Expert
LISTENING
Expert
MARKETING
Expert
MARKETING
Expert
MEETING FACILITATION
Expert
MEETING FACILITATION
Expert
NEGOTIATION
Expert
NEGOTIATION
Expert

Languages

Arabic

Expert

English

Expert

Training and Certifications

Certifications
International Introduction to Securities and Investment ( CISI )
Sep 2019