Mostafa Saeed Mohamed Abdelazeem

Responsible for offering islamic financial advice and helping clients with account details.

Managing islamic investments and Conducting planning services for individual customers

Providing islamic strategic planning services for wealth customers

Follow up and Close Selling / Cross Selling.

Ensure that bank policies and guidelines are consistently and strictly followed.

Maximise on cross selling growth of existing customer base and identify new potential selling opportunities.

• Responsible for offering financial advice and services that will assist clients in their financial endeavours helping clients with account details Managing investments Conducting planning services Providing estate planning services
• Follow up and close selling / cross selling lead referrals Ensure that bank policies and guidelines are consistently & strictly followed
• Maximize on cross selling growth of existing customer base and identify new potential selling opportunities.

• Sales Target Achievements:
• Ensure full awareness of all products provided and is constantly updated on all changes and amendments on product features, procedures and processes
• Achieve sales targets assigned and contribute to the overall achievement of the team
• Maximize on cross selling growth of existing customer base and identify new potential selling opportunities
• Follow up and close selling / cross selling lead referrals
• Proactively participate in banks product campaign & promotions
• Audit & Compliance:
• Ensure that bank policies and guidelines are consistently & strictly followed
• Comply with committed turnaround times and laid down procedures
• Perform adequate care and diligence in day to day conduct to protest Bank form financial and non financial loss.

• Handle incoming walk-in customers, phone calls, appointments and messages
• Address customer' needs and concerns efficiently and effectively to turn unhappy customers into return guests
• Build rapport and establish good relationships with customers to ensure customer retention.

• Helps clients of the bank with routine financial transactions
• Their day-to-day duties include making deposits, handling withdrawals and issuing money orders or cashier's checks to bank customers

• Listen to customer concerns, answer customer questions and provide information about the company's products and services