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Prime Assistant Relationship Manager

Location:
Egypt
Salary:
5000
Posted:
May 16, 2018

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Farah Ibrahim Abdelgawad

CONTACT

Address: ** **.**********, **** *****.

E-mail: ac5g58@r.postjobfree.com

Phone: 010********

WORK EXPERIENCE

Currently working at Egyptian Gulf Bank (EGBank)

As Prime Assistant Relationship Manager

Job Purpose:

1-Assisting the Prime Senior Relationship Managers in providing financial services solutions to the affluent client base

2-Establishing sales and revenue target for existing and new client relationship

3-Providing clients with comprehensive advisory services, while maintain high quality of service

Major Responsibilities and Accountabilities:

1-Prepares investment proposals for clients and provides accurate customer information

2-Develops comprehensive customized financial plans based on client risk profiles

3-Assists in identifying new clients and business opportunities, and in the analysis of existing clients.

4-Monitring client portfolios continuously

5-Manages the day to day administrative activities

6-Deals with customer queries and requests as well as transaction processing to include check documentation and ensure compliance with regulatory requirements

Customer Service Trainee

Qatar National Bank (QNB)

10/08/2014 04/09/2014

1-Prepares essential documents for loans.

2-Knows how to advise the customers what service would be appropriate for their requirements.

3-Answers several questions about customers accounts and how to investigate every transaction.

4-Understands the client's problems and how they resolving their complaints.

5-Makes usual updates and changes to a client's account or profile concerning their information.

6-Updates the transactions and keep a database of the customers’.

EDUCATIONAL BACKGROUND

Finance

GPA: 3.75

2013 2017

Arab Academy for Science, Technology & Maritime Transport

2009 2013

Pioneers Language School IGCSE Department

Accounting O-Level A

Information Technology O-Level A

Math O-Level A

French O-Level A

Chemistry O-Level A

Economics O-Level B

Physics O-Level B

English O-level C

VOULENTEER EXPERIENCE

AIESEC Outgoing Global Community Development Program (OGCDP)

Main Responsibility:

Collaborating with the Marketing and Communications portfolio to sell our Exchange Programs to potential customers (e.g.: running promotional events and activities).

Organizing formal interviews for EPs (Exchange Participants).

Conducting personal drop in sessions to attend to EPs’ inquiries

Assisting EPs throughout the application process.

Providing EP education and pre-departure preparation.

Establishing partnerships with the other AIESEC committees internationally.

Benefits & Skills Gained:

Presentation and public speaking skills.

Sales skills.

People relational skills.

Organizational, administrative and management skills.

Contribute to the development of AIESEC Monash, Victoria and Australia.

Personal and professional development.

Grow my professional and international network.

Opportunity to attend local, regional, national and international conferences.

Career objectives:

Seeking for a job opportunity that can give me different kind of new accounting/audit experiences and exposure

Skills

1.Problem solving skills

2.Numeracy skills

3.Written and verbal communication skills (built up through essays, presentations and coursework during my time at school/college, and through replying to email queries during my office work placement)

4.Strong customer service skills (developed through retail work experience)

5.Excellent telephone manner (built up through work experience involving reception work and answering phones)

6.Self-motivation and ability to take the initiative

7.I.T. skills including experience in Microsoft Office (Word, Excel, PowerPoint)

8.Punctuality and time-keeping (as displayed through good attendance when doing early shifts in a summer job)

9.Able to take on responsibility (given extra responsibilities at school in the form of coordinating school assemblies and clubs and helping out at lunchtime.

10.Good organization, with attention to detail (organized event)

11.Teamwork skills (worked well as part of a team in previous summer office experience)

12.Quick learner, keen to learn and improve skills



Contact this candidate