Mahmoud Samir
15/01/1988,Egypt
Summary
Relationship Manager specializing in customer acquisition and sales strategy. Achieved national recognition through effective use of CRM tools and data analytics, resulting in top rankings. Focused on delivering personalized solutions that drive growth in deposits and lending while fostering positive financial experiences.
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
Citi Bank
New York, United States of America
02.2022 - 12.2025
- Acquire New-To-Bank Customers and generate referrals through sales activities.
- Acheive individual and team sales targets for deposits, lending and cross sell products.
- Achieve sales targets by motivating and coaching bank's account officers, resulting in top performance in the area.
- Top performance for the entire 2023, 2024, Ranked # 1 in April, # 2 in June, July 2025 National Wide.
- Identify clients needs and offer appropriate banking products and services (e.g.,Saving, loans, investment).
- Improve sales forcasting accuracy and pipline visibility through enhanced CRM tools and data analytics.
- Identified new business opportunities and markets for expansion, contributing to overall growth strategy.
- Represeted the bank in high-level negotioations with corporate clients.
- Develpe and implement the Retail banking sales strategy with overall business objectives.
Relationship Banker
Valley National Bank
New York, United States of America
06.2019 - 02.2022
- Provided product and service information, managed priority banking customers to achieve financial and service targets.
- Drove customer origination and cross-selling efforts, increasing the account base and suite of applicable products.
- Handled sales, service, and branch operations effectively.
Customer Relationship Manager
Invest Bank
Dubai, United Arab Emirates
05.2015 - 03.2019
- Provided extensive product and service information to customers.
- Achieved sales objectives through effective management of daily branch operations.
- Managed complaints and provided satisfactory resolutions to enhance customer satisfaction.
Customer Service Officer
Union National Bank
Dubai, United Arab Emirates
01.2015 - 05.2015
- Assisted customers with credit card applications, inquiries, and issues.
- Provided information on credit card features, benefits, and rewards programs.
- Assisted customers in opening personal and corporate bank accounts.
Assistant Manager
Mashreq Bank
Dubai, United Arab Emirates
04.2012 - 12.2014
- Successfully marketed and sold a range of banking products, encompassing Credit Cards, Personal Loans, and Home Finance solutions.
- Played a pivotal role in assessing employee performance as part of the Sales Manager's team, providing valuable insights and feedback to enhance team effectiveness.
Relationship Manager
Rak Bank
Dubai, United Arab Emirates
12.2010 - 04.2012
- Sold various banking products, including Credit Cards, Personal Loans, and Home Finance.
- Assisted the Sales Manager in evaluating employee performance.
Senior Sales Officer
Barclays Bank
Alexandria, Egypt
10.2009 - 10.2010
- Specialized in retail banking, focusing on credit card and personal loan sales, and opening personal and business accounts to enhance customer acquisition.
- Exceed sales targets by aligning sales strategies with market trends, contributing to overall profitability.
Education
Bachelor Degree of Commerce - Accounting And Finance
Tanta University
09.2005 - 05.2009
Skills
- Sales strategy
- Product knowledge
- Account management
- Relationship management
- Negotiation skills
- Team motivation
- Performance coaching
- Strategic planning
- Asset management
- Client acquisition
- Customer service
- Analytical problem solving
Certification
- Securities Industry Essentials SIE
- Customer Relationship Management
- Anti-Money Laundering & Financial Crimes
- Banking Operation Advanced
- Risk Management
- CISI Level 3 Certificate in Wealth & Investment Management
Languages
Arabic, English
First Language
Timeline
Relationship Manager
Citi Bank
02.2022 - 12.2025
Relationship Banker
Valley National Bank
06.2019 - 02.2022
Customer Relationship Manager
Invest Bank
05.2015 - 03.2019
Customer Service Officer
Union National Bank
01.2015 - 05.2015
Assistant Manager
Mashreq Bank
04.2012 - 12.2014
Relationship Manager
Rak Bank
12.2010 - 04.2012
Senior Sales Officer
Barclays Bank
10.2009 - 10.2010
Bachelor Degree of Commerce - Accounting And Finance
Tanta University
09.2005 - 05.2009