Financial Sector Sales Lead
egabi Solutions
Total years of experience :24 years, 9 Months
Responsible for the overall achievement of the Sales targets set by the management for the Financial Sector in the LENA region
Maximizing accounts profitability through cross selling company's other products.
Making presentations to groups at company-sponsored gatherings.
Planning future follow-up conversations with customers.
Evaluating the needs of customers.
Selling products to new and existing customers.
Writing up customer contracts and warranties.
Provide timely and relevant follow-up to customers.
Coordinating the use of marketing tools and resources.
Explaining pricing plans, promotions and special offers to customers.
Generating new business through leads & referrals.
Utilizing proven sales techniques to gain new customers.
Handling customer queries and providing feedback.
Handling relations with different Technology Partners
Identifying and monitoring the performance of competitors in the market place.
Ability to establish priorities and work under limited supervision
Responsible for the all presales activities for the financial sector within Egypt, Africa and the Gulf area
Presales activities includes the following:
Conducting product presentations, demos, POC to prospect customers
Responding to RFPs (including technical and business & financial aspects)
Meeting with customers to stand on their requirements to precisely tune our offerings
My scope covers the following products:
Our own made Core Banking System (BankPlus) is a full CBS that covers all retail, corporate and investment banking requirements includes Islamic modules)
Our own made Check Clearing application - automate the check clearing cycle along with the central bank
Our own made micro-finance application - for effectively managing micro-finance business
Our won made Mortgage application - for managing mortgage business
Oracle related products - such as (OFSAA “Oracle Financial Solutions Analytical Applications”, Oracle Hyperion, eBusiness Suite (Financials, HRM & Procurement) Oracle BI Apps (Spend Analytics, HR Analytics, Financial Analytics)
Microsoft related products - such as Microsoft SharePoint for document management and workflow engine
Successfully accomplished the following projects:
- For major Saudi Bank, leading a team of four senior consultants to develop 200 business processes covering all related cards processes which included the card life cycle (issuing, acquiring, authorization, clearing & settlement, disputes, fraud management …etc.).
- For mid-size Saudi bank, assisting the bank in the EMV migration project (migration from mag-stripe based cards to smart cards). At which I developed the following deliverables; Issuing business strategy, full gap analysis, migration roadmap, cards management system RFP.
- For major Saudi Bank, for an EMV (chip card technology) migration project. The bank is migrating from Mag-stripe cards to chip cards; the project consists of full gap analysis, RFP development, vendor evaluation and selection, awareness workshops and testing and certification with the national switch.
- For a major gulf country central bank, a multi-phase consultation project for building an EFT national switch infrastructure. Completed the first and Second phases which included the following:
- Evaluating the current infrastructure (quick scan for all operating banks in the country)
- Identifying the target environment (business & technical)
- Developing RFP for the financial switch & Vendor evaluation
- Developing Member Bank Interface specifications
- Developing network Rules and Regulations Books (general rules, clearing and settlement rules, dispute resolution rules, cards and terminals specifications, fees guide ...etc)
- User Acceptance Test for the newly implemented Base24-eps Switch
- Pre-certification, Certification and Go-live consultancy support
- As an ePayment consultant for major Saudi Bank, provided the bank with an EMV awareness workshops, contributed in building the training sessions/ material for both business and technical sessions
- Conducted an EMV training awareness workshops to a major bank in Bahrain
- Holding an “A” signature at an age of 25 being one of the youngest managers to hold such a signature which reflects the top management’s confidence (July 2002 till leaving the bank)
- With a yearly Outstanding Performance evaluation
- Effectively manages all the banks’ outgoing transfers (42 branches)
- Executing more than 300 Swift messages per day, without any reported lost funds during the 4 years
- After the core banking change and workflow system changed I have developed an updated version of the desk instructions, policies and procedures used for the department
- Successfully trained during the period of heading my section more than 15 new employees at which some of them are currently running the section.
- Successfully and efficiently handling differences with other departments, GLs and branches where during my heading for the section no funds has been lost
- Recommending new ideas to provide more qualified services to clients and better control of the section.
Successfully contributed in implementing the following:
- Part of the core team for the new core banking migration from BankMate - to Flexcube. I was responsible for the outgoing remittances section (gap analysis phase, writing test cases, running UAT, running parallel environment testing, reporting errors and following up for errors resolution) till the go live.
- Part of the core team implementing the new Remittance Workflow system (Microsoft outlook based solution for client instructions scanned images to be routed to the Remittances Center for processing serving over 40 branches)
-Scanning, microfilming and keeping customer files.
-Issuing and custody of cheque books.
-Issuance of certificates.
-Custody of dormant files and periodic reviewing.
-Handling and follow up of cheques stop payment.
-Reviewing and daily follow up of legal lists.
studying database management system structure, computer networks, software programming, security and internet marketing are studied.
Covering the following subjects: Creative Thinking Managerial Finance Strategic planning Mastering the Marketing process Mastering the Sales process Business in Global context Developing the Leadership inside you Quality management for Business improvement