AMAL MAHMOUD AHMED
MISR ELGDEDA, CAIRO,EGYPT
Summary
GIVEN MY ACADEMIC QUALIFICATIONS AND REAL-LIFE WORK EXPERIENCE, I HAVE COMPLETE CONFIDENCE IN MY SKILLS AND ABILITIES TO SERVE AS A MEMBER OF YOUR BANK. IF YOU SEEK PROFESSIONAL SALES MAN, IT WILL BE MY PLEASURE TO WORK FOR YOU. I HAVE INTEREST IN A POSITION IN YOUR BANK, DUE TO A BACKGROUND IN BANKING.
Overview
2027
2027
years of professional experience
Work History
Elite Manager
Suez Canal Bank
Cairo
12.2025 - Current
- Analyzed market trends and economic conditions to provide clients with informed insights and strategic investment recommendations.
- Strengthened client trust and loyalty through proactive communication and personalized financial planning services tailored to individual needs.
- Developed tailored solutions for high-net-worth individuals, trusts and foundations based on their specific needs.
- Conducted financial analysis and provided advice to clients on investments, asset allocation, tax planning and retirement strategies.
Senior prime relationship manger
Egyptian gulf bank
09.2024 - Current
- ESPONSIBLE AND HANDLING 2 BRANCHES PORTFOLIO.
- Act as the focal point of relationship and the main point of contact with privilege banking customers.
- Prepare and execute sales plan concerning privilege banking customers to promote the bank's products and services in view of customer needs.
- Growing customer portfolio size by deepening existing customer relationships and attracting new bank clients and closing deals.
- Provide bank advice on potential financial solutions based on customer risk profile and identified financial needs.
- Cross-sell and refer business to other sectors ( SMEs, treasury ….)
Senior premium relationship manger
AHLI UNITED BANK
08.2023 - Current
- RESPONSIBLE AND HANDLING 2 BRANCHES PORTFOLIO.
- HELP CUSTOMERS OPEN AND MANAGE THEIR BANK ACCOUNTS AND FINANCES.
- ADVISE CLIENTS ON FINANCIAL SERVICES AND RESOLVE ISSUES.
- REACH OUT TO PROSPECTIVE CUSTOMERS TO SELL OUR SERVICES.
- RESOLVE ISSUES WITH BANKING SERVICES AND ACCOUNTS.
- REACH OUT TO POTENTIAL CUSTOMERS TO GENERATE NEW BUSINESS.
- PRESENT FINANCIAL PRODUCTS AND SERVICES TO EXISTING AND PROSPECTIVE CUSTOMERS.
- LEADING AND COACHING RELATIONSHIP OFFICERS FOR ENHANCING PRODUCTIVITY AND ACHIEVE TARGETS.
- PREPARING SALES PLAN CONCERNING PRIORITY BANKING CLIENTS IN VIEW OF BANK STRATEGY AND GOALS.
- SOLICITING NEW TO BANK "PRIORITY BANKING CLIENTS".
- RETAINING EXISTING VALUABLE CLIENTS THROUGH FOCUSED RELATIONSHIP MANAGEMENT ACTIVITIES.
- PROVIDING ADVICE ON POTENTIAL FINANCIAL SOLUTION BASED ON IDENTIFIED NEEDS.
- RESOLVING CLIENTS QUERIES.
- ANALYZING FINANCIAL REQUIREMENTS OF CUSTOMER AND MATCHING NEEDS WITH BANK'S PRODUCTS AND OFFERING.
- DEVELOPING OPPORTUNITIES TO INCREASE THE SALES PRODUCTION.
- PREPARING AND REVIEWING ALL REQUIRED REPORTS AND KYC FORMS TO ENSURE THAT ALL TRANSACTIONS ARE ADHERED TO THE BANK'S POLICIES AND PROCEDURES.
- INTRODUCE BANK'S SERVICES IN VIEW OF CLIENT NEEDS.
Senior Tele-sales "Personal Loan"
BARCLAYS BANK
10.2014 - 07.2017
- SELL THE PERSONAL LOAN FOR CUSTOMERS OVER THE TELEPHONE.
- EXPLAIN THE PRODUCT OR SERVICE TO POTENTIAL CUSTOMERS.
- DELIVER SCRIPTED SALES PITCH TO THE CUSTOMER.
- ADJUST SCRIPTED SALES PITCH TO MEET NEEDS OF SPECIFIC INDIVIDUALS.
- PROVIDE PRICING DETAILS.
- HANDLE CUSTOMER QUESTIONS.
- OBTAIN CUSTOMER INFORMATION INCLUDING NAMES AND ADDRESSES.
- RECORD CUSTOMER DETAILS INCLUDING REACTION TO THE PRODUCT OR SERVICE OFFERED.
- RECEIVE ORDERS OVER THE TELEPHONE.
- INPUT ORDER DETAILS INTO THE COMPUTER SYSTEM.
- RECORD CUSTOMER DETAILS AND DETAILS OF TRANSACTION.
Direct Sales "Credit Card"
BARCLAYS BANK
09.2013 - 10.2014
- ACHIEVE ASSIGNED SALES TARGETS IN ORDER TO CONTRIBUTE TO THE SALES VOLUMES / REVENUES.
- DEVELOP NEW MARKETS AND CUSTOMERS WITHIN THE ASSIGNED TERRITORY TO ENHANCE SALES VOLUMES/ REVENUES.
- INCREASE SALES ACQUISITION IN RETAIL BANKING.
- PROVIDE PROFESSIONAL AND EXPERT ADVICE ON PRODUCTS & SERVICES TO CUSTOMERS AND BUSINESS LEADS TO OTHER UNITS TO ENSURE THAT BUSINESS OPPORTUNITIES ARE REALIZED.
- PROACTIVELY CONTACT CUSTOMERS IN PORTFOLIO IN ORDER TO CAPTURE HIGHER SHARE OF WALLET BY CROSS-SELLING PRODUCTS AND MARKETING NEW PRODUCTS AND SERVICES.
- ACCOUNTABLE FOR REGULAR MONITORING OF CLIENT SATISFACTION AND SERVICE QUALITY LEVELS BY ENSURING THAT CLIENT EXPECTATIONS ARE CONSISTENTLY MET AND EXCEEDED.
Elite Manager
Suez Canal Bank
Cairo
Education
BACHELOR OF LAW -
AIN SHAMS UNIVERSITY
Cairo, EgyptSkills
- COMMUNICATION SKILLS
- ACCOUNT OPENING AND CLOSING
- INSURANCE DECISIONS
- CONSUMER BANKING
- MS OFFICE
- CUSTOMER SERVICES
- PRODUCT EXPERTISE
- BUSINESS DEVELOPMENT
- RELATIONSHIP MANAGEMENT
- SALES TECHNIQUES
- SALES GOAL ATTAINMENT
- PRODUCT KNOWLEDGE
Personal Information
- Date of Birth: 09/29/91
- Nationality: EGYPTIAN
- Marital Status: SINGLE
Residency
EGYPT
General Strengths
- Communication skills
- Account opening and closing
- Insurance decisions
- Consumer banking - MS Office
- Customer services - Product expertise
- Business development
- Relationship management
- Sales techniques
- Sales goal attainment
- Product knowledge
Languages
English
Beginner
A1
Timeline
Elite Manager
Suez Canal Bank
12.2025 - Current
Senior prime relationship manger
Egyptian gulf bank
09.2024 - Current
Senior premium relationship manger
AHLI UNITED BANK
08.2023 - Current
Senior Tele-sales "Personal Loan"
BARCLAYS BANK
10.2014 - 07.2017
Direct Sales "Credit Card"
BARCLAYS BANK
09.2013 - 10.2014
Elite Manager
Suez Canal Bank
BACHELOR OF LAW -
AIN SHAMS UNIVERSITY