KHALED WAGDY ABDELMONSIF
RELATIONSHIP MANAGER
Cairo,COMPOUND GOLDEN GATES
Summary
I'm seeking a full-time job in the field of banking that suits my qualifications
which adds more knowledge to me and fulfill all organization's accounts
requirements. To meet all business requirements in terms of accuracy and reports
deadlines.
"
To be responsible for his branch archiving system.
" To follow company policies and procedures in terms of regulatory
guidelines, PCI, etc.
Overview
6
6
years of professional experience
1
1
Certification
Work History
First Abu Dhabi Bank Group
11.2022 - Current
Branch Relationship Manager
NBK Bank, National Bank of Kuwait
12.2021 - 10.2021
- Coordinated with wealth customers and obtained personal financial information and interpreted available services
- Introduced new deposit accounts and accepted loan applications
- Handled customer questions and scrutinized account
- Works, service: Aided customer in filling loan applications and obtained credit records
- Carried out wire transfers of funds
- Coordinated with bank teller for deposit." " ability to resolve problems and sell bank products as well as upsell
- Coordinated with customers and obtained personal financial information and interpreted available services
- Introduced new deposit accounts and accepted loan applications
- Handled customer questions and scrutinized account errors.
financial advisor
AXA Insurance Company CIB Bank
12.2018 - 11.2021
- The Financial Advisor who will be responsible for supporting more than one Branch, will have to divide his time and effort between these branches appropriately
- To achieve quarterly assigned target through conducting different daily activities of face-to-face approaches, Selling Interviews, phone calls etc
- To provide sales and technical support to CSOs on product details, benefit illustrations, insurance policies, etc..
- Also, to support CSOs when prospects have unique requirements that cannot be met by the available packages, such as requiring complex savings plans or detailed advice, or with loan debt obligations elsewhere, and needing protection
- To monitor and follow up on CSOs activities related to approaching prospects to arrange for meetings and selling life insurance to these prospects and be responsible for the weekly, monthly, and annual activity reporting required by the Company, for the assigned CIB branches
- Provide customers with superior after sales services such as conducting welcome calls etc.
Education
Bachelor of Commerce - Accounting department
2017
Skills
- Skills and interests:
- Computer:
- Operating Systems:
- MS Windows TM 2000 (Pro/Server)
- MS Windows XP TM (Home/Pro)
- Desktop automation:
- Microsoft (Word, Excel, Power point, Access, Outlook)
- Languages:
- Arabic Mother Tongue
- English: Very good
- Interpersonal Skills
Certification
Works at (We Telecom store) (February 2018 - Till December. 2018)
Works as customer service officer.Training and Courses
Achieve ICDL Training Course (Word - Excel-Power Point - Internet)
Studying English courses at BERLITZ Institute.
Additional Information
- Military status: Exempted
Timeline
- First Abu Dhabi Bank Group
11.2022 - Current
Branch Relationship Manager - NBK Bank, National Bank of Kuwait
12.2021 - 10.2021
financial advisor - AXA Insurance Company CIB Bank
12.2018 - 11.2021
Modern Academy - Bachelor of Commerce, Accounting department
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