Mohamed Maher ElSheikh

People Engagement & Recognition Assistant Manager focused on building an inclusive and motivating workplace. Experienced in crafting engagement initiatives, recognition programs, and organizing events to celebrate achievements and foster team bonding. Committed to promoting AXA’s values and ensuring open communication between staff and leadership.

Team Management and Supervision

• Lead and manage a team of Protection Advisors over different areas.
• Supervise daily activities and monitor productivity.
• Support team members to meet targets and implement corrective actions.
• Collaborate with Protection Advisors, Branch Heads, Area Managers and Regional heads to align on goals.
• Ensure adherence to sales plans, policies, and procedures.
• Assess team performance and take necessary actions.

Sales and Business Development

• Develop and execute strategies to meet retail targets.
• Build and maintain relationships with bank partner to drive growth.
• Identify opportunities to expand sales through presentations and public relations.
• Provide ongoing sales and technical support where needed.
• Conduct regular branch visits to monitor performance.

Customer Relations and Retention

• Handle VIP customer inquiries and resolve complaints.
• Implement retention strategies to keep policies active, including unit/benefit statements and addressing surrenders.
• Maintain high standards of customer service.

People & Culture, Recruitment, and Development

• Collaborate with People & Culture team to perform the related activities on retail sales team level.
• Oversee recruitment and on-boarding of Protection Advisors.
• Design development track for retail sales team in order to enhance their capabilities and promote their skills.
• Assign courses to retail sales team based on their needed areas of development.
• Set and implement recognition strategies to motivate top performers.
• Plan and conduct regular training sessions to enhance skills.
• Develop succession plans and prepare second liners for leadership roles.
• Organize engagement sessions, workshops, and team-building activities to promote a positive culture.
• Provide coaching and feedback to improve individual and team performance.
• Support employee well-being and professional growth through continuous development.

Reporting and Compliance

• Ensure timely submission of reports in compliance with company procedures.
• Review new business submissions for quality and completeness.
• Track sales performance and progress through monthly reports.

Additional Responsibilities

• Complete duties and projects as assigned by Retail Director.
• Collaborated with senior management on long-term strategic planning initiatives, contributing to the overall success and growth of the organization.
• Strengthened internal partnerships between departments which led to better information sharing among employees.

• Increased regional sales by implementing effective training programs for sales representatives.
• Conducted regular performance evaluations of team members, setting clear goals for continuous growth and development.
• Collaborated with cross-functional teams to develop comprehensive sales plans for new product launches.
• Cultivated a high-performing sales culture, recognizing top performers through incentive programs and rewards systems.
• Managing regional sales strategy and overseeing performance across multiple branches, ensuring alignment with overall company goals.
• Coaching and mentoring branch managers and senior advisors to enhance leadership capabilities and drive team success.
• Implementing and monitoring regional sales targets, ensuring each branch contributes to the overall growth of the region.
• Analyzing regional market trends and competitor activity, adjusting strategies to capitalize on opportunities and address challenges.
• Collaborating with senior management to develop and execute long-term business strategies for expanding bancassurance offerings across the region.

• Collaborated with senior management on long-term strategic planning initiatives, contributing to the overall success and growth of the organization.
• Cultivated a high-performing sales culture, recognizing top performers through incentive programs and rewards systems.
• Strengthened internal partnerships between departments which led to better information sharing among employees.
• Developed strong relationships with key clients, resulting in increased customer retention and loyalty.
• Launching and managing bancassurance business in seasonal territories like Marsa Matrouh and North Coast, successfully exceeding sales targets.
• Sustaining performance in seasonal areas, ensuring consistent sales results during both peak and off-peak seasons.
• Improving underperforming branches, such as Manshia, by revitalizing their sales strategy and significantly improving their channel ranking.
• Creating and implementing daily action plans for Financial Advisors to optimize productivity and maximize efficiency.
• Building and nurturing relationships with branch managers and zone heads to foster customer commitment and enhance collaboration.
• Conducting training sessions on technical and soft skills for bank staff to improve product knowledge, sales techniques, and insurance awareness.
• Introducing innovative sales initiatives such as sales contests, telephone campaigns, and cross-selling ideas to drive performance.
• Identifying training and development needs of Financial Advisors and recommending tailored solutions.
• Selecting and recommending candidates to fill Financial Advisor roles, ensuring alignment with business needs.
• Managing quarterly appraisals and implementing disciplinary actions based on employee performance.
• Tracking and assessing advisor performance, identifying areas for improvement, and developing actionable plans to enhance effectiveness.

• Established a positive work environment that fostered teamwork while recognizing individual achievements through regular feedback sessions.
• Developed strong relationships with key clients, resulting in long-term partnerships and repeat business.
• Coordinated trade show participation, ensuring maximum brand exposure through engaging booth design and effective lead generation tactics.
• Identified potential acquisitions or partnerships within the market space, contributing to company growth initiatives strategically.
• Lead and manage a team of Financial Advisors across the Delta Zone, overseeing their activities and productivity.
• Drive the achievement of sales targets and ensure overall business growth in the region.
• Cultivate strong relationships with bank staff to enhance collaboration and increase sales opportunities.
• Identify and develop strategies to boost sales performance through presentations, public relations efforts, and other initiatives.
• Ensure timely and accurate submission of required reports in line with company procedures.
• Provide ongoing coaching, training, and support to the sales team to enhance their skills and performance.
• Offer quality sales and technical assistance to bank staff, ensuring a seamless customer experience.
• Manage staffing levels in the assigned territory, ensuring the recruitment of necessary talent to meet business needs.
• Oversee the quality and completeness of new business submissions from Financial Advisors.
• Implement retention strategies to maintain policyholders, including delivering unit and benefit statements and addressing policy surrenders.
• Perform any additional duties as assigned by the Retail Channel Manager to support business objectives.

• Lead and manage a team of 8-12 Financial Advisors across the Delta Zone, overseeing their activities and productivity.
• Drive the achievement of sales targets and ensure overall business growth in the region.
• Cultivate strong relationships with bank staff to enhance collaboration and increase sales opportunities.
• Identify and develop strategies to boost sales performance through presentations, public relations efforts, and other initiatives.
• Ensure timely and accurate submission of required reports in line with company procedures.
• Provide ongoing coaching, training, and support to the sales team to enhance their skills and performance.
• Offer quality sales and technical assistance to bank staff, ensuring a seamless customer experience.
• Manage staffing levels in the assigned territory, ensuring the recruitment of necessary talent to meet business needs.
• Oversee the quality and completeness of new business submissions from Financial Advisors.
• Implement retention strategies to maintain policyholders, including delivering unit and benefit statements and addressing policy surrenders.
• Perform any additional duties as assigned by the Retail Channel Manager to support business objectives.

Duties and Tasks of a Protection Advisor in Bancassurance

Sales & Business Development:

• Promote and sell insurance products (life, health, savings) to bank customers.
• Identify opportunities within the bank’s customer base to meet or exceed sales targets.
• Cross-sell insurance products during banking interactions.
  

Customer Relationship Management:

• Build and maintain strong relationships with customers, providing personalized advice.
• Conduct needs-based assessments to recommend tailored insurance solutions.
• Follow up on customer satisfaction and renewals to ensure long-term retention.

Collaboration with Bank Staff:

• Partner with bank staff to identify and refer potential customers for insurance products.
• Train bank staff on insurance offerings to encourage referrals.
• Foster seamless communication between the bank and insurance company.

Lead Generation & Networking:

• Generate new leads through customer referrals, networking, and in-branch interactions.
• Attend bank events and promotions to increase product visibility and engage prospects.

Policy Servicing & Retention:

• Assist customers with policy applications, claims, and amendments.
• Implement retention strategies to keep policies active, including renewals and addressing surrenders.

Compliance & Reporting:

• Ensure compliance with company policies, industry regulations, and legal standards.
• Maintain accurate records of transactions and customer interactions.
• Submit regular performance and sales reports.

Training & Development:

• Stay current with product knowledge and industry trends through training programs.
• Continuously improve sales techniques and customer service skills.

Customer Support:

• Address customer inquiries, complaints, and concerns promptly and professionally.
• Educate customers on policy benefits, terms, and claims processes.