MOHAMED HASSAN
Relationship Manager
New Cairo,Egypt
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 10 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
2
2
Languages
11
11
years of professional experience
Work History
Relationship Manager
Bank of America
Alameda, California
03.2019 - 03.2020
- Build strong relationships with my teammates partners and specialist by fostering teamwork, partner and collaboration.
- Meet Customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals.
- Participating weekly proactive planning sessions for client engagement activities and drive sales-related topics.
- Selling financial products (Credit card, CD’s, IRAs, Small business loans) and open deposit accounts.
- Quote rates, terms and programs for loan customers.
- Respond to customers inquires and concerns and create customized solutions.
- Monitor and tracks daily/weekly sales activities.
- Proactively manage risk in every business, product and service transaction leveraging available tools.
- Comply with all applicable banking and investment laws, regulation, company policies and procedures to serve the client’s best interest and enhance client satisfaction.
- Assist educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking.
Internship Student
Bank Of America
San Francisco, California
08.2018 - 02.2019
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite.
- Delivered clerical support by efficiently handling wide range of routine and special requirements.
- Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders.
- Worked closely with Supervisor and how he deal with clients supplies and increase productivity.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Completed range of simultaneous job tasks to support professor's academic, research and operational needs.
Relationship Manager( Tamuz)
Qatar Islamic Bank
Doha, Qatar
11.2013 - 03.2016
- Managed a portfolio of 500 clients and maintained a retention rate of 95% increasing customer satisfaction.
- Increased branch’s revenue with deposits and investment growth of over 70 million dollars annually.
- Exceeded annual portfolio target by 300% in 2013 and 2014.
- Provided wealth management services and implemented investment strategies to high net worth clients.
- Provided clients with bank products, including personal loans, auto finance, credit cards, and insurance policies.
- Managed and trained a team of 6 employees to increase product sales revenue and maximize profitability.
- Evaluated annual branch personnel performance plans and monitored development plans.
- Received a prestigious award for Highest Achiever for Financing Loans in 2014 & 2015 among 300 employees.
- Received quality reviews from over 4,000 loans demonstrating outstanding competence and attention to detail.
Relationship Manager
Qatar Isalmic bank
Doha , Qatar
10.2011 - 11.2013
- Ranked Top Sales Performer of the month for personal loans & credit cards in branch Nov and Dec 2011.
- Surpassed Annual Target portfolio by 150% in 2012.
- Opened over 3,000 new accounts annually.
- Consulted with clients to assess strategic goals, explain complex financial transactions, and provided all bank products as a solution to their needs.
- Managed sales team to surpass annual target for the branch.
- Dealt with risk, marketing, compliance, sharia, and daily operations.
- Generated new sales avenues for sourcing business.
- Directly administered client payroll department.
- Launched a CAS program project.
- Received Highest Achiever Employee Award in 2012 & 2013.
Customer Service (Banker)
First Gulf Bank, Emirates
08.2008 - 09.2011
- Awarded Best Seller of credit cards 2009 & 2010.
- Consistently surpassed portfolio targets each month by 20%–100%.
- Consistently generated business from existing bank portfolio and new client opportunities.
- Provided investment solutions to clients through market research.
- Provided clients with a range of all bank products from personal loans to insurance policies.
- Directly administered client payroll department.
- Source new clients through self-initiated business development efforts, telemarketing, and networking outreach.
- Acquired government contracts and Multinational Corporate Accounts.
Customer Advisor (Banker)
Barclays Bank, Egypt
Portsaid, Egypt
09.2007 - 06.2008
- Acquired and maintained accounts, deposits, and loans.
- Answered queries and provided all bank products and services to customers.
- Resolved customer complaints offering excellent service and quality assurance.
- Assisted branch Relationship Manager (RM) in all duties and functions.
- Built client base through referrals from existing clients.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Delivered exceptional level of service to each customer by listening to concerns and answering questions.
Sales Representative
Credit Agricole Bank of Egypt | Egypt
Cairo, Egypt
09.2006 - 08.2007
- Developed innovative phone and in-person sales strategies for bank products.
- Managed events to increase presence in community, acquisitions, and revenue.
- Generated periodical progress reports.
- Trained and developed new sales officers.
Education
Master of Business Administration - Difference between Islamic& Commercial Banking
Lincoln University
Bachelor of Accounting - undefined
Suez Canal University
OTHER CERTIFICATION
- Professional Financial Accountant (PFA)
- Courses Development (FGB, QIB, Barclays, Crédit Agricole)
- Direct Sales Induction
- Operation Department in QIB
- Sales & Marketing Skills
- Risk Department
- Money Laundering Awareness
- Islamic Sharia
Additional Information
- Prestigious award for Highest Achiever for Financing Loans in 2014 & 2015 among 300 employees.
- Highest Achiever Employee Award in 2012 & 2013 - Qatar Islamic Bank
- Top Sales Performer of the month for personal loans & credit cards in branch Nov and Dec 2011 - Qatar Islamic Bank.
- Awarded Best Seller of credit cards 2009 & 2010 - First Gulf Bank.
Timeline
Relationship Manager
Bank of America
03.2019 - 03.2020
Internship Student
Bank Of America
08.2018 - 02.2019
Relationship Manager( Tamuz)
Qatar Islamic Bank
11.2013 - 03.2016
Relationship Manager
Qatar Isalmic bank
10.2011 - 11.2013
Customer Service (Banker)
First Gulf Bank, Emirates
08.2008 - 09.2011
Customer Advisor (Banker)
Barclays Bank, Egypt
09.2007 - 06.2008
Sales Representative
Credit Agricole Bank of Egypt | Egypt
09.2006 - 08.2007
Bachelor of Accounting - undefined
Suez Canal University
Master of Business Administration - Difference between Islamic& Commercial Banking
Lincoln University
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