Egyptian Life Takaful
مجموع سنوات الخبرة :5 years, 9 أشهر
• Egyptian Life Takaful (April 2013 - Present)
Sales Supervisor (Feb 2014 - Present)
• Handling team issues and monitoring team members meetings and production.
• Supporting new team members in field meetings.
• Instructing trainings and meetings to improve the team member knowledge and to enhance the production of the whole team.
• Monitoring and evaluating the job performance of the team and take the necessary actions.
• Migrate best practice through team discussion, exchange of ideas and sharing experience.
• Handling high level customer complaints received by team members when necessary.
• Ensure team meets and exceeds targets.
• Actively manage retention and growth of customers.
• Ensuring all team members adhering to company's policies and procedures.
• Ensure timely update to HR regarding abandonment, termination, loss of pay, leaves etc.
Senior Financial Consultant (April 2013 - Jan 2014)
• Achieve sales targets set through individual sales effort by identifying prospective clients (A & A+), identifying clients' needs and promoting solutions based on our products to satisfy identified clients' needs.
• Ensure efficient after sales service and maintain a high focus on long term customer satisfaction to maximize customer satisfaction
• Continuously update market and competition knowledge to expand market penetration and build and develop the network of contacts and sources of leads
• Present periodical production and activity reports
• CIBC (August 09 - April 2013)
Brokerage Dealing Room, Gulf& High Networks Clients, Assistant Relationship Manager.
• Collating relevant information and data
• liaising closely with sales staff and inter-dealer brokers
• determining market sentiment via research, valuation and data analysis
• Monitoring international market performance
• Providing clients with daily trading information
• Interpreting financial/market reports
• Informing clients about market movements/prices
• Executing trades.
• BNP Paribas (October 08 - August 09)
Retail Account Officer.
• Sell bank products and services to customers to achieve business targets.
• Receive and Advise customers and non-customers in order to satisfy their needs and build a long-term business relationship with them.
• Cross-sell other bank's products and services to existing customers to maximize bank's profitability.
• Follow up with existing and potential customers to attract them.
• Follow up on delinquent customers to ensure full payment of the overdue amounts to minimize Risk exposure.
• Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank's policies and procedures.
• Coordinate with all departments of the bank to finalize sales process.
• Receive, handle and resolve customer complaints in a timely manner to maintain or increase customer satisfaction.
• Strong numerical skills.
• High communication skills.
• Strong analytical skills.
• High interpersonal skills.
• Proficiency in Windows Operations (MSWord, MS PowerPoint & MS Excel)
• Internet User
• Business Correspondence.
2008: Modern Academy Maadi.
• Esta: • Technical analysis course 2008 under the authority of Egyptian organization of technical analysts. • Egyptian Banking Institute: • Principles of Banking operations Certificate • CEP Rules and Regulations • Accounting introduction • Customer Service • Forgery and Falsification • Treasury • Retail General products • Operational Risk • Foreign Trade • Anti Money Laundering.