Mahmoud Hefny

• Accountable for new client acquisition.
• Generate leads using various channels, professional networks and connecting with corporate clients.
• Contact potential or existing customers to inform them about a product or service using scripts.
• Handle and resolve customer queries, provide financial advisory and close deals.
• Ensure customer profiling and categorize the customers.
• Deal with corporate organizations, initiate tie-ups and promote financial products (Loans , Credit Cards , Banking Insurance)
• Maintain good relationships with clients through regular communication post sales.
• Maintain healthy relations with potential customers for building networks and generating reference.
• Achieve revenue and customer retention goals while increasing client profitability through relationship building, outstanding delivery, cross-selling, and referral development.

• Develop and maintain strong relationships with SME customers, including regular communication and visits to their premises.
• Understand each customer's unique business needs and provide tailored solutions to meet those needs, including promoting and selling our range of SME's products ( Payroll system, Insurance products, Microfinance, SME landing ).
• Achieve personal sales and revenue targets by contracting with companies, acquiring payroll for SME customers, landing new SME customers, and promoting and selling SME's products.
• Identify and pursue new business opportunities to expand our SME portfolio.

• Analyzes overall loan applicant's qualifications to determine the feasibility of granting loans.
• Responsible for portfolio loans to finance micro enterprises.
• Attract new customers, build a pipeline of potential customers.
• Follow up on customers for delay payment.
• Coordinates with concerned officers and other units related to processing and servicing of loan applications and loan clients.

• Recording transactions, which involves logging checks and preparing transaction reports
• Counting and packaging currency
• Reconciling cash drawers
• Exchanging foreign currency
• Promoting the bank’s products and services, such as checking and savings accounts, loans, certificates of deposit (CDs) and credit cards
• Keeping customers’ personal information confidential
• Communicating with other bank team members

• Calculating, recording, inputting or processing financial data
• Preparing customer invoices based on accounting procedures
• Researching and investigating discrepancies in invoices to determine the accuracy of charges
• Matching payments to invoice numbers or sales orders
• Handling customer inquiries regarding billing issues
• Managing an Accounts Receivable ledger and Accounts Receivable files
• Submitting daily reports to management on accounts receivable operations