Portfolio manager
Housing Development Bank
Total years of experience :29 years, 5 Months
-Managing Bank portfolio (stocks and bonds) at Egyptian capital market.
-Choose stocks according to fundamental & technical analysis and both market and economic news for the portfolio.
-Preparing researches and recommendations for investment committee in bank
-Evaluate and review the performance & net asset value for 4 fixed income portfolios.
-Handling & and execute transactions with brokerage companies.
-Preparing monthly & quarter report for balance sheet.
-Execute company’s operations in Cairo stock Exchange
-Execute all orders of Egyptian National bank portfolios in Cairo stock Exchange
-Responsible of bonds operations
-Dealing with funds managers
-Dealing with brokers in Cairo stock Exchange
-Advice clients in buying & selling stocks according to fundamental & technical analysis and both market and economic news
-Handling orders from customer services to execute
-Reading all the relevant researches and updating knowledge.
-Advice clients in buying & selling stocks according to fundamental & technical analysis and both market and economic news.
-Handling client’s orders to execute.
-Follow up the execution of orders with broker.
-Review the daily execution confirmations of the clients
-Ensure collection and settlement.
-Review performance of net asset value for clients
-Attract new clients to invest in Stock Exchange.
-Making an advertising plan & dealing with the advertising agencies.
-Reading all the relevant researches and updating knowledge.
-Advice clients in buying & selling stocks according to fundamental & technical analysis and both market and economic news.
-Handling client’s orders to execute.
-Follow up the execution of orders with broker.
-Review the daily execution confirmations of the clients
-Ensure collection and settlement.
-Review performance of net asset value for clients
-Attract new clients to invest in Stock Exchange.
-Making an advertising plan & dealing with the advertising agencies.
-Responsible of Pyramisa card membership.
-Assistance in the grand opening of Pyramisa Hotel.
-Making an advertising plan & dealing with advertising agencies.
-Promote time- share in Luxor & Aswan.
-Preparing seminars to encourage the tourism in Egypt.
-Making a mailing list for the Hotel.
•Making Market research for the company.
•Preparing new promotion for products.
•Dealing with the advertising agencies.
Certificate in evaluation of portfolios performance & mutual funds
•Brokerage License Brokerage in cairo stock exchange
•Certificate in marketing from business training enterprise in (why good marketing works)
Bachelor in marketing & businees adminstration
French School
certificate in french language & civilization from france