CRM
Ahmed Shabeeb
Relationship Banker - Plus Segment - Commercial International Bank - CIB Egypt
Sohag,Egypt
Summary
Dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals with 10 years Experience in Relationship Banking .
Overview
5
5
years of post-secondary education
3
3
Certificates
2
2
Languages
10
10
years of professional experience
Work History
Relationship Banker -Plus Segment
CIB
Sohag, SHG
03.2017 - Current
- Manage efficiently portfolio of customers designated, Acquire NTB customers, enroll and upgrade existing customers along with cross selling all exclusive products to customers to achieve his/her set target and meet annual approved plan. Review reports provided from Quality Assurance Department & Call Centre which indicates level of services & rate of complaints, then ensure that any Plus customer complaint is solved as well as striving for achieving best in class service through professional customer handling. Track Plus customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviors. Handle all account opening & its related operations process including system input & data entry.5. Ensure that work area is maintained in good condition and that product marketing material is available, prominently displayed and updated. Prepare daily sales report including all sales activities and call reports to share it with Direct Manager to monitor performance Reporting, Respond positively & diligently to colleagues and coordinate and communicate
Develop knowledge and information about competitor activity, pricing and tactics and communicate with Plus Segment Management to ensure Bank edge within the market, Prepare daily sales report including all sales activities and call reports to share it with Branch Head
. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain Bank sound legal position and mitigate any potential risks"
Relationship Banker -Plus Segment
CIB
02.2016 - 03.2017
Senior Sales and service representative
CIB
03.2014 - 02.2016
Sales and service representative
CIB
03.2013 - 02.2014
Team leader
Pisces investment co
01.2012 - 06.2012
Sales Representative
Financial consulting
06.2011 - 01.2012
Sales Distribution Contractor
06.2012 - 1 1
Education
ICWIM-CISI - International Certificate in Wealth & Investment M
Chartered Institute For Security And Investment
London 09.2021 - 06.2022
FFS - Fundamentals of Financial Services
Chartered Institute For Securities & Investment
London 06.2020 - 01.2021
Some College (No Degree) - Professional Banking Diplome
Cairo University -RCSC
EgyptBachelor of Commerce English Section - Accounting
Faculty of Commerce - English Section
Egypt 01.2007 - 01.2011
Anti Money Laundry
Egyptian Banking Institute
EGYPTAttended As Perpetration For ICWIM - International Introduction To Securities And Inves
Chartered Institute For Investment & Securities
London 04.2001 -
ICare For Frontliners
CIB
Key Account Management (Portfolio Management)
Commercial International Bank
EgyptCustomer Service For Special Needs Customers
CIB
EgyptCustomer Service Etiquette
CIB
EgyptSkills
CRM
Software
Word
Excel
Certification
ICWIM -CISI
Timeline
ICWIM-CISI - International Certificate in Wealth & Investment M
Chartered Institute For Security And Investment
09.2021 - 06.2022
FFS - Fundamentals of Financial Services
Chartered Institute For Securities & Investment
06.2020 - 01.2021
Relationship Banker -Plus Segment
CIB
03.2017 - Current
Relationship Banker -Plus Segment
CIB
02.2016 - 03.2017
Senior Sales and service representative
CIB
03.2014 - 02.2016
Sales and service representative
CIB
03.2013 - 02.2014
Sales Distribution Contractor
06.2012 - 1 1
Team leader
Pisces investment co
01.2012 - 06.2012
Sales Representative
Financial consulting
06.2011 - 01.2012
Bachelor of Commerce English Section - Accounting
Faculty of Commerce - English Section
01.2007 - 01.2011
Attended As Perpetration For ICWIM - International Introduction To Securities And Inves
Chartered Institute For Investment & Securities
04.2001 -
Some College (No Degree) - Professional Banking Diplome
Cairo University -RCSC
Anti Money Laundry
Egyptian Banking Institute
ICare For Frontliners
CIB
Key Account Management (Portfolio Management)
Commercial International Bank
Customer Service For Special Needs Customers
CIB
Customer Service Etiquette
CIB
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