Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Monesa Elzohary

Tahta,SHG

Summary

Dynamic and results-driven professional with extensive experience at AlexBank, specializing in wealth and portfolio management. Excelled in building high-net-worth client relationships, achieving significant portfolio growth through strategic thinking and market awareness. Demonstrated adaptability and exceptional communication skills, enhancing team performance and customer satisfaction. Skilled in CRM, with a proven track record of surpassing sales and service targets.

Professional relationship manager with deep expertise in client engagement and financial advisement. Known for strong focus on team collaboration and achieving results, adept at adapting to changing needs. Skilled in portfolio management, customer service, and strategic planning, bringing results-driven approach and reliability to every project. Highly valued for excellent communication, empathy, and problem-solving abilities.

Knowledgeable VIP RM with track record of managing high-value client relationships and enhancing client satisfaction. Successfully developed and maintained long-term partnerships, ensuring client loyalty and trust. Demonstrated skills in strategic planning and team collaboration to meet client needs and business goals.

Experienced with managing premium client relationships and enhancing client satisfaction. Utilizes strategic planning and problem-solving skills to address client needs and foster loyalty. Track record of building strong partnerships and driving business growth through exceptional service.

Professional in client relationship management, known for high standards and achieving results. Proven ability to foster strong relationships and drive client satisfaction in dynamic environments. Reliable team player with skills in conflict resolution and strategic planning, adaptable to changing demands.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Premium Relationship Manager

AlexBank
01.2023 - Current
  • Identified new business opportunities through prospecting activities and referrals from existing clients.
  • Collaborated with internal teams to provide comprehensive wealth management solutions, resulting in higher client satisfaction.
  • Developed strong relationships with high-net-worth clients for better retention and increased assets under management.
  • Enhanced overall team performance by mentoring junior colleagues on effective relationship building techniques.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.

Small Business Relationship Manager

AlexBank
05.2019 - 01.2023
  • Provided ongoing education on relevant industry trends and market developments, positioning clients for informed decisionmaking.
  • Increased client satisfaction by providing tailored financial solutions to support their business growth.
  • Maintained detailed records of all client interactions, allowing for seamless continuity of service across team members when necessary.
  • Evaluated credit risk associated with potential small business borrowers, protecting bank assets while supporting local entrepreneurs.
  • Strengthened relationships with small business clients by conducting regular meetings and understanding their unique needs.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Customer Service Officer

AlexBank
01.2017 - 04.2019
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
  • Completed data entry to record call notes, suggestions and questions.
  • Increased customer retention with prompt follow-ups on pending issues and proactive problem-solving strategies.
  • Excellent communication skills, both verbal and written.

Universal Teller

AlexBank
07.2012 - 12.2016
  • Achieved excellence in service quality with proficient multitasking and prioritizing customer needs, ensuring seamless banking experiences.
  • Wrote and distributed customer correspondence.
  • Assisted customers with banking needs and inquiries.
  • Cross-sold credit cards, loans and other bank products.
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.

Education

Bachelor of Commerce English Section - Accounting

Sohag University
Sohag, Egypt
07-2011

Skills

  • Strategic thinking
  • Goal-oriented mindset
  • Market awareness
  • CRM proficiency
  • Portfolio management
  • Customer service
  • Excellent communication
  • Customer relationship management
  • Wealth management
  • Portfolio growth
  • Teamwork
  • Effective communication
  • Adaptability and flexibility

Certification

Quest academy

sales strategy course

2020

Languages

Arabic
Native language
English
Upper intermediate
B2

Timeline

Premium Relationship Manager

AlexBank
01.2023 - Current

Small Business Relationship Manager

AlexBank
05.2019 - 01.2023

Customer Service Officer

AlexBank
01.2017 - 04.2019

Universal Teller

AlexBank
07.2012 - 12.2016

Bachelor of Commerce English Section - Accounting

Sohag University

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Monesa Elzohary