Mohamed Hassan
Relationship Manger Wealth Management
Cairo,C
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
11
11
years of professional experience
2
2
Certifications
1
1
Language
Work History
Relationship Manager
Banquemisr
Hurghada
2019.07 - Current
- Spearheaded initiatives aimed at improving internal processes, leading to greater efficiency in relationship management tasks.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
Customer Service Representative
Banquemisr
Hurghada
2015.10 - 2019.07
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Implemented feedback loops that encouraged continuous improvement among team members by sharing insights about exceptional service delivery techniques.
Account Executive - Payables and Receivables
Sunrise Grand Select
Hurghada
2013.02 - 2015.05
- Facilitated smooth month-end closing procedures by completing all required tasks accurately and ahead of schedule.
- Maintained organized filing system for financial records, enabling easy access during audits or other review processes.
- Implemented policies to maintain the confidentiality of sensitive financial information, ensuring compliance with industry regulations.
- Provided support during audits by gathering requested documentation and answering questions from external auditors.
Education
Good - Accounting And Finance
07.2012
Skills
Customer Portfolio Management
Investment and Wealth Planning
Sales Reporting
Value Selling
Business relationship cultivation
Portfolio Growth
Relationship building and management
New business generation
New Business Development
Solution management
Customer Relationships
Client Engagement
Relationship Building
Customer Service
Qualifying Customers
Excellent Communication
Wealth management offerings
Certification
FFS fundamentals of financial services (CISI)
Timeline
IISI ( international introduction to securities & investment ) CISI
2023-12
FFS fundamentals of financial services (CISI)
2022-08
Relationship Manager - Banquemisr
2019.07 - Current
Customer Service Representative - Banquemisr
2015.10 - 2019.07
Account Executive - Payables and Receivables - Sunrise Grand Select
2013.02 - 2015.05
Faculty of Commerce - Good, Accounting And Finance