Islam Elhassanien

Key Responsibilities:

• Build, manage, and grow a portfolio of high-net-worth individuals (HNWIs) through strong relationship management and proactive financial planning.
• Provide customized investment, banking, credit, and wealth management solutions based on each client’s financial goals and risk profile.
• Achieve personal and team revenue targets through cross-selling and upselling of banking products and services.
• Conduct regular portfolio reviews and market updates to keep clients informed and ensure alignment with financial goals.
• Monitor financial markets and economic trends to provide informed advice to clients.
• Maintain high standards of compliance with regulatory and internal policies regarding KYC, AML, and risk management.
• Act as the primary point of contact for assigned clients, ensuring exceptional service and long-term relationship retention.
• Acquire new clients through networking, referrals, and strategic business development initiatives.

Key Responsibilities:

• Assist in setting and executing branch-level sales, revenue, and service targets in alignment with company goals.
• Monitor daily, weekly, and monthly performance against KPIs including customer acquisition, retention, cross-selling, revenue growth, cost control, and customer satisfaction.
• Lead by example in meeting individual performance targets, and support team members in achieving theirs through coaching and guidance.
• Analyze branch performance data and reports to identify trends, challenges, and opportunities for improvement.
• Implement sales and marketing strategies in order to increase customer engagement, and maximize customer penetration .
• Collaborate with the Branch Manager to design action plans to close performance gaps and improve overall branch efficiency.
• Conduct regular performance reviews and motivate staff to achieve their individual and team objectives.
• Ensure compliance with service-level agreements (SLAs), operational procedures, and company standards.
• Promote accountability and reward achievement to foster a performance-oriented culture.

Key Responsibilities:

• As a Relationship Manager at Banquemisr, I managed and developed relationships with clients to understand their financial needs and provide appropriate banking solutions.
• Managed and developed relationships with clients to understand their financial needs and provide appropriate banking solutions.
• Utilized problem-solving skills to address client inquiries and resolve issues.
• Provided exceptional customer service, ensuring client satisfaction and loyalty.
• Collaborated with cross-functional teams to meet client needs and exceed expectations.
• Effectively communicated with clients and provided personalized service.

Key Responsibilities:

• Created and maintained customer service reports that provided insights into customer service performance and customer feedback
• Developed and implemented automated customer service systems that improved customer service and reduced customer wait time
• Resolved customer issues and complaints quickly and professionally, resulting in customer satisfaction rating