Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Successful Trader with more than eight years of comprehensive experience managing negotiation and execution of investment trades on multiple exchanges, including commodities, stocks and fixed income. In-depth knowledge of trading strategies and systems.
Overview
15
15
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Senior Account Officer
EFG Hermes
06.2015 - Current
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Selected correct products based on customer needs, product specifications and applicable regulations.
Built relationships with customers and community to promote long term business growth.
Evaluated and improved financial records to make important business decisions.
Assisted clients in diversifying their portfolios, mitigating risk exposure while maximizing return potential.
Networked to identify potential new clients and expand geographic territories.
Actively monitored economic indicators, staying informed of global events that could impact financial markets.
Collaborated with analysts and coverage traders to distribute relevant market information.
Maintained detailed records of all transactions, ensuring full compliance with regulatory requirements and company policies.
Associate Branches Follow Up
EFG Hermes
06.2009 - 06.2015
Met customer call guidelines for service levels, handle time and productivity.
Educated customers about billing, payment processing and support policies and procedures.
Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
Collaborated with team members to deliver exceptional service and meet departmental goals.
Trained new personnel regarding company operations, policies and services.
Enhanced customer satisfaction by promptly addressing and resolving follow-up inquiries.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Excellent communication skills, both verbal and written.
Education
Bachelor of Science - Computer Engineering
Cairo Academy
New Cairo, Egypt
04.2001 -
Skills
Goal Setting
undefined
Certification
Anti money Laundry
Timeline
Fraud Prevention
11-2023
Introduction to Corporate Social Responsibility and ESG Investing
11-2023
Information Security
11-2023
GDPR
11-2022
Anti money Laundry
11-2021
Senior Account Officer
EFG Hermes
06.2015 - Current
Associate Branches Follow Up
EFG Hermes
06.2009 - 06.2015
Bachelor of Science - Computer Engineering
Cairo Academy
04.2001 -
Similar Profiles
Mohamed KeshkMohamed Keshk
Corporate Product Manager at EFG Hermes HLDCorporate Product Manager at EFG Hermes HLD