Amr Naguib
Alexandria
Summary
Dynamic and results-oriented Lead Relationship Manager with 13 years of extensive experience in SME finance within the banking sector. Adept at developing and nurturing strong client relationships, driving business growth, and delivering tailored financial solutions that meet the unique needs of small and medium-sized enterprises. Proven track record in risk assessment, portfolio management, and strategic planning. Committed to excellence in customer service, with a strong focus on building long-term partnerships and achieving high levels of client satisfaction. Demonstrates exceptional leadership and team collaboration skills, consistently exceeding performance targets and contributing to overall organizational success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Lead Relationship Manager SMEs
QNBAA - Borg El Arab Bracnh
10.2018 - Current
- Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
- Analyzed business processes to identify cost savings and operational efficiencies.
Relationship Executive SMEs
QNBAA -Borg El Arab branch
03.2014 - 10.2018
- Presented metric reporting and account reviews to team and clients.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Conducted field visits and met corporate customers for business development.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Teller
QNBAA - Glym branch
05.2011 - 03.2014
- Calculated fees due, interest and change for customer transactions.
- Prepared reports on daily transactions for management review, highlighting areas for improvement or notable accomplishments.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Junior Auditor
KPMG -HAZEM HASSAN
01.2011 - 05.2011
- Provided journal entries and performed accounting on accrual basis.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Assessed internal control risks of network through information system audits.
- Auditing financial statements to ensure compliance with accounting and regulatory standards .
Education
BSc. Degree In Commerce-English Section - Accounting And Finance
Alexandria University
Egypt07.2010
High School Diploma - Mathematics And Physics
Zahran language school [Z.L.S]
Egypt 07.2006
Skills
- Microsoft Excel
- Microsoft Word
- Power point
- Commercial Excel
- Achieving Personal victory (powered by Vodafone)
- Time Management (by skills)
Accomplishments
- NSGB CDs Sprint Challenge 4th Rank 2012
- QNB Al Ahli Non-Credit Challenge 2014
- SMEs Benchmark Legend Challenge 2017 2nd Rank
Languages
English
Full Professional
Certification
Academic IELTS
EuroMoney - Credit course
Additional Information
Awarded certificate of merit for innovation of Financial advisor App. Enhancement on QNB mobile banking
Timeline
Lead Relationship Manager SMEs
QNBAA - Borg El Arab Bracnh
10.2018 - Current
Relationship Executive SMEs
QNBAA -Borg El Arab branch
03.2014 - 10.2018
Teller
QNBAA - Glym branch
05.2011 - 03.2014
Junior Auditor
KPMG -HAZEM HASSAN
01.2011 - 05.2011
BSc. Degree In Commerce-English Section - Accounting And Finance
Alexandria University
High School Diploma - Mathematics And Physics
Zahran language school [Z.L.S]