Nada Shawky
Zagazig
Summary
Dynamic Relationship Officer with proven expertise at Sharkia Governorate in client onboarding and financial advising. Skilled in data analysis and customer relationship management, I excelled in enhancing client satisfaction and identifying growth opportunities. My proactive approach and strong communication skills fostered long-term relationships, driving service improvements and compliance with regulatory standards.
Overview
13
13
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Relationship Officer
Sharkia Governorate
Sharkia
2012.10 - Current
- Provided support during onboarding process for new customers as well as existing ones.
- Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
- Provided excellent customer service through active listening and problem solving skills.
- Collaborated with internal teams to maximize customer satisfaction levels.
- Provided financial advice to clients based on their needs and goals.
- Analyzed client data to identify opportunities for cross-selling products and services.
- Identified opportunities to improve customer service processes and procedures.
- Drafted proposals for potential new business opportunities.
- Conducted regular reviews of existing client relationships to ensure the highest level of service was provided.
- Assisted customers in opening new accounts and resolving any queries or issues they had.
- Opened new accounts, collected client documentation and processed transactions.
- Managed client communications related to daily transactions, service delivery and operational controls.
- Advanced competitive awareness of market trends, products, practices, and local rates through extensive market research.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Led training sessions for junior relationship managers on client service best practices.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Participated in networking events and industry conferences to attract new clients.
- Prepared and presented detailed reports on client account status and growth opportunities to senior management.
Education
Accouting - Diploma
Zagazig University
2022.07 - 2023.07
Bachelor of Accounting - Accounting
Zagazig University
Zagazig , Sharkia 2008.07 - 2012.08
Skills
- Client onboarding
- Financial advising
- Customer relationship management
- Data analysis
- Regulatory compliance
- Proposal drafting
- Market research
- Client communication
- Service improvement
- Team collaboration
- Networking strategies
- Relationship management
Certification
- Digital Transformation Fundamentals
- SPSS
- Professional Government Official
- Data analysis and statistical Indicators
Timeline
Accouting - Diploma
Zagazig University
2022.07 - 2023.07
Relationship Officer
Sharkia Governorate
2012.10 - Current
Bachelor of Accounting - Accounting
Zagazig University
2008.07 - 2012.08