Anas Ahmed Abo Ismaiel

• ✅ Customer satisfaction Relationship Management, Retention.
• ✅ Strategic Sales & Business Development.
• ✅ Banking Product Sales & Cross-Selling.
• ✅ Service Sales Growth & Revenue Maximization.
• ✅ Digital Banking sales Solutions & Fintech Integration.
• ✅ Facilitated clear communication between departments, ensuring seamless resolution of customer concerns in a timely manner.
• ✅Managed a team of customer service representatives,
• ✅Increased efficiency in handling customer inquiries by implementing advanced CRM system.
• ✅ Handel for account (corporate, individual) rates.

✅Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs ,preferences.
✅Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
✅Maintained knowledge of bank products, enabling informed decision-making .
✅Reduced portfolio risk by conducting thorough due diligence on potential investments and closely monitoring performance indicators.
✅Streamlined communication channels by implementing efficient CRM systems for improved client interactions.
✅Recommended specific investments to help clients meet financial goals.

• ✅Increase portfolio for existing HNW relationships by providing with the full suite of financial products and services achieving sales targets in best practice standards of services and acting as a 'trusted advisor' to the HNW client , acquire new UHNW clients.
• ✅Develop a trade plan to acquire new clients ,increase sales ratio existing clients, by
• ✅ Financial advisor to assigned clients, identifying and meeting their needs while
• ✅ Acquire NTB Elite customers, cross-sell bank services, handle inquiries and
• ✅ Ensure superior customer service is aligned with FAB guidelines, standards, Bank
• ✅ Following the item benchmark and credit approach manual, capable of conducting a
• ✅ Achieving operational excellence in all aspects of procedures and processes
• ✅Ensure the completion of branch KYC according to the timeline set by management
• Improve the 'Net Score' across all Elite customers

• ✅Successfully resolved customer complaints with empathy, increase customer loyalty.
• ✅ Effectively managed high-pressure situations, maintaining professionalism while resolving disputes and conflicts.
• ✅ Addressed customer inquiries regarding products, services, and Bank policies, ensuring clear and accurate communication.
• ✅ Handled escalated cases efficiently, delivering solutions that satisfied both customer needs and business objectives.
• ✅ Enhanced customer satisfaction by proactively addressing concerns and providing timely, accurate resolutions.

✅ Sales activities to the assigned customers to achieve target,

developing personal banking relationships with employees

and key positions at assigned companies.
✅ Approach for new payroll companies existing and

prospective to cross-sell retail banking products (personal

loans, credit cards) provide regular feedback.
✅ Awareness about bank products, services, policies,

penetrate the existing customer,new markets,

recommendations, presentations to corporate,

individuals to hunt new customers.
✅ Responded to customer needs by answering questions and

providing detailed information about bank products .
✅ Boosted sales performance by identifying and targeting

high-potential leads.
✅ sales processes by implementing efficient CRM systems

,tools.
✅ Achieved sales goals and service targets by cultivating ,

new customer relationships.
✅ Enhanced pipelines utilizing marketing and sales .

✅ sales bank products “ loans “Presenting the bank services

and products through direct and cross-selling to achieve the

bank's target .
✅ Maintain the relationship with the customers, work

constantly on improving, ensure that service quality exceeds

customers' expectations and fulfills their needs on
a level that ensures preserving customer,Representing

the bank in the exhibitions and campaigns that the bank

conducts to reflect the best image of the bank.