Ahmed Said El Banna

1. Build and develop a portfolio of clients, in terms of clients’ number, clients’ assets held by the bank and revenues according to department’s business plan & budget
2. Provide a professional dedicated relationship through the implementation and continuous revision of customers’ financial needs and active management of the customers’ finances
3. Manage existing portfolios of Private Individuals through providing the appropriate products from the Private range of products while ensuring customers’ objectives are met
4. Develop the required knowledge with market updates and communicates to clients and prospective clients the bank’s investment strategy thus, mutual trust is developed and position CIB as a primary bank of choice for investment
5. Coordinate effectively with support units to ensure that customers’ requests are processed in a timely and efficiently manner
6. Monitor the cash positions within the clients’ accounts to ensure providing the clients with professional financial advising & continuous updates of their portfolios status and to enhance any new business opportunities
7. Identifies unaddressed clients’ needs and communicates to the Private segment team in order to create and introduce new tailored –made products

Sales, Service and Revenue Growth

8. Prospect actively in different channels and contact referrals from business opportunities in existing client base and other departments to attract NTB customers, maximize Bank’s profits and increase number of assets

9. Solve all customer issues and strive to achieve the highest standard of quality through professional customer handling
Business Development

1. Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrollee and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan
2. Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.
3. Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviors.
4. Handle all account opening & its related operations process including system input & data entry.

Provide customers with basic information on all Bank’s products/services to increase Customer awareness & ensure a high level of quality service.

Achieve assigned targets/volume/attrition/x-sell/deep-sell for the branch in both assets and liabilities to ensure that targets are met through walk-in, relationship building and depending of existing customer base and companies as well as new to bank clients in a transparent & ethical way.

• Used outstanding problem-solving and communication skills to appease dissatisfied customers.
• Improved call metric standards to exceed performance KPI targets.
• Maintained accurate knowledge of current services to provide informative customer advice.