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Mohamed Eid Abdelghafar Soliman
Branch Relationship Manager
Gizah,Haram
Summary
Dedicated Consumer Banking professional through various Departments with Strong Knowledge in banking products , reading financial statements through a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Branch Relationship Manager
Audi Bank
Gizah, Haram
12.2020 - 12.2021
- Overseeing the credit risk associated with assigned client relationships
- Making proactive client calls and responding swiftly to client requests
- Pro-actively managing and developing effective client relationships, identifying and managing solutions to meet a wide range of client needs and promoting products and services
- Generating new client acquisitions and selling products to new clients, liaising with sales team to ensure the quality of leads referred to the required standard
- Conducting KYC reviews and risk assessments associated with on boarding new clients
- Developing a comprehensive understanding of the client's financial needs and demonstrating strong product and service knowledge in order to match the bank's offering with client's needs.
Customer Relationship Officer
National bank of Kuwait NBK
Gizah, Dokki
05.2017 - 12.2020
- Responsible for achieving set goals and targets through existing customers and getting potential customers
- Greeting and assisting customer in friendly, professional manner, ensuring NBK quality standards are adhered to
- Promote bank products by product features and advise client by the benefits
- Answer phone or email inquiries from head office and other branches
- Handling loans and credit cards requests including (fulfill all required documents with the customers and getting credit risk (RCC)approvals and obtaining insurance approvals through cards operation)
- Getting special rates on term deposits approval from financial markets division
- Updating the KYC Form
- Handle majority of requests including cash withdrawals approvals from Kuwait through NBK coordination unit.
Customer Service Representative and Sales Executive
HSBC Bank
Gizah, 6th Of October
02.2015 - 05.2017
- Wealth Management
- Handled Advance and premier customers’ requests and enquires such as fund transfers, cards transaction, status, loans and explaining credit card bill cycle calculation
- Cross selling and offering HSBC products loans, credit cards, etc
- Communicated with branches and action parties to finalize their requests such as bank transfers and authorizations to make some transactions like covering cheques and confirming a power of attorney
- Always was supporting CRL team (Customer relation and loyalty), this team was responsible for handling only customer complaints by communicated with action parties and branches to solve customer problem
- Supported the new comers by monitoring them, putting a development plan with closed monitoring to their learning curve
- Applied HSBC Global standards according to CBE Regulations
- Delivered a full training for the new comers.
Account Advisor
Misr Bank Project
Cairo, Downtown
12.2011 - 08.2014
- Responsible for accepting local and foreigner customer calls
- Answered the inquiries and solved the problem that customer's faced it
- Promoted various marketing campaigns
- Surveyed about customer's satisfaction about the products and services
- Responsible for identifying and escalating customer issues to the appropriate bank department, as well as executing banking transactions and cross selling of financial products
- Changed statements of accounts and cards cycle
- Responsible for the training of call center agents in the work process and all products and services
- Responsible for leading the night shift during the work process.
Education
Bachelor Degree of English Commerce - English Accounting
Cairo University
1 Gamaa Street, Giza, Egypt 09.2007 - 05.2011
Postgraduate Diploma - Finance And Risk Mangement
ESLSCA University Egypt
Pyramids Heights, Building B06, Km 22 Of Cairo – A 05.2019 - 12.2021
Skills
Time Management
Leadership Skills
Good Presentations Skills
Service support
Client Relationships
Sales expertise
Written and verbal communication
Solution development
Accomplishments
- Effective communicate with customers
- Implement basic accounting standards in the understanding of client financial statements
- Knowledge of credit limits for the accounting procedures
- Operational knowledge and understanding of finance and accounting
- Strong critical reasoning plus analysis skills
- Ability to collect and evaluate financial procedures.
Certification
Synergetic People management from NBK
Software
Additional Information
Date Of Birth :07/09/1990
Military Status : Permanent Exemption
Timeline
Branch Relationship Manager
Audi Bank
12.2020 - 12.2021
Synergetic People management from NBK
07-2019
Postgraduate Diploma - Finance And Risk Mangement
ESLSCA University Egypt
05.2019 - 12.2021
Customer Relationship Officer
National bank of Kuwait NBK
05.2017 - 12.2020
Customer Service Representative and Sales Executive
HSBC Bank
02.2015 - 05.2017
Account Advisor
Misr Bank Project
12.2011 - 08.2014
Bachelor Degree of English Commerce - English Accounting
Cairo University
09.2007 - 05.2011