Mohamed Shalaby

Present financial products to clients using the authorized techniques in order to meet customer’s
needs and preserve CIB’s market share.
− Prepare sales reports to advise Direct sales supervisor stating sales progress in order to support
further decision making.
− Work on promoting and selling the bank's products and services and increasing the percentage of
cross-selling to current and potential customers to achieve sales goals.
− Complies with all relevant CBE regulations, banking law, AML regulations and internal CIB policies
and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential
risks.
− Day to Day Management
− Follows day to day operations related to own jobs in the Sales Channels Department to ensure
continuity of work.
− Provide the necessary comprehensive services to customers as quickly as possible, which are
consistent with their needs and expectations, taking into consideration the commitment to apply
all standards of service quality.
− Carrying out field visits to target customer segments and preparing reports on the visit and
submitting them to the line manager.

− Building relationships with clients and promoting our bancassurance products
− Conducting financial assessments to understand clients' needs and goals
− Developing customized solutionsto meet clients'specific financial needs
− Closing sales and meeting performance targets
− Providing exceptional customer service to clients

− Interview clients to determine what kinds of properties they are seeking.
− Visit properties to assess them before showing them to clients
− Prepare documents such as representation contracts, purchase and lease agreements if needed.
− Coordinate property closings, overseeing signing of documents and disbursement of funds.
− Make pictures for the new units and add it to the data list
− Compare a property with similar that have recently sold to determine its competitive market price.

− Assist with all internal and external HR related inquiries
− Maintain both hard and digital copies of employees' records.
− Assist with the recruitment process by identifying candidates, performing reference checks and
issuing employment contracts.
− Assist with performance management procedures.
− Schedule meetings, interviews, HR events and maintain agendas.
− Coordinate training sessions and seminars.
− Perform orientations and update records of new staff.