Omar Abd El-Razek
Wealth Relationship Manager - Banking Sector
Alexandria
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Proactive Wealth Relationship Manager with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Wealth Banking Relationship Manager
Arab African International Bank
Alexandria, ALX
01.2024 - Current
- Established and checked coding procedures, monitored reports and updated internal files.
- Leveraged data analytics tools for informed decision-making, optimizing client interactions, and driving improved results.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Complied with established internal controls and policies.
- Actively participated in community outreach activities which positively promoted the bank's brand and fostered goodwill in the local market.
- Designed and maintained financial models to identify and measure risks.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Mentored junior team members, sharing best practices to enhance overall team performance and knowledge base.
Senior Customer Banking Service
Arab African International Bank
01.2023 - 12.2023
- Developed and maintained strong relationships with key clients, ensuring long-term business partnerships.
- Informed customers of sales promotions and services, warranties or terms of sale and refunds or exchanges.
- Launched quality assurance practices for each phase of development
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Oversaw daily operations of the customer service department, effectively managing resources to meet targets consistently.
- Established a positive work environment by fostering open communication and promoting teamwork among staff members.
Customer service
Arab African international bank
2 2022 - 12.2022
- Answer questions about account types and banking products, such as CDs, money market accounts, loans and credit cards
- Check on the status of customer accounts and track checks and payments
- Review and explain account charges
- Assist banking customers who are victims of fraud, theft or identity theft
- Assist customers with replacing lost or stolen credit or debit cards
- Assist with address changes.
Sales office stuff
Emirates NBD Bank
01.2021 - 01.2022
- Responsible for selling all personal loans products
- Sell personal loan products for self-employed based on financial statements
- Meet monthly & quarterly present target
- Maintaining an excellent relationship with bank's clients
- Act as financial advisor for clients & provide them with the financial service that best meets their needs & expectations
- Tracking weekly, monthly, and quarterly performance and sales metrics.
Small Loans Relationship Manager
Audi bank
08.2019 - 12.2020
- Sold small business loans products to clients
- Acted as financial advisor to the SBL clients
- Provided clients with all necessary information on SBL product, policy & loan procedures
- Working with sales team when closing sale
- Tracking weekly, monthly, and quarterly performance and sales metrics
- Building pipelines with channel partners and team members to close sales
- Answering services questions
- Suggesting information about other services
- Conduct sales out in the field via face-to-face interactions with both potential and existing customers
- Offer the best possible customer experience as well as providing hands-on explanations of any new or updated services when necessary.
Property Consultant
The New Capital for Real Estate
01.2019 - 08.2019
- Working with sales team when closing sale
- Tracking weekly, monthly, and quarterly performance and sales metrics
- Building pipelines with channel partners and team members to close sales.
- Increased property sales by developing and implementing effective marketing strategies
- Conducted weekly open houses and provided feedback to sellers on potential buyers
Education
Bachelor of Accounting Division -
Faculty of Commerce, Alexandria University (Egypt)
Alexandria, ALX 09.2012 - 05.2017
Skills
Sales Skills
Team Oriented
Self-motivation
Conflict Resolution
Leadership
Adaptability
Independent user
Independent user
Proficient user
Independent user
Ability to manage multiple tasks in a pressured environment
Can work in a team environment
Good time management
Solid planning, problem solving and decision making
Personal Information
- Date of Birth: 08/04/1994
- Nationality: Egyptian
Timeline
Wealth Banking Relationship Manager
Arab African International Bank
01.2024 - Current
Senior Customer Banking Service
Arab African International Bank
01.2023 - 12.2023
Sales office stuff
Emirates NBD Bank
01.2021 - 01.2022
Small Loans Relationship Manager
Audi bank
08.2019 - 12.2020
Property Consultant
The New Capital for Real Estate
01.2019 - 08.2019
Bachelor of Accounting Division -
Faculty of Commerce, Alexandria University (Egypt)
09.2012 - 05.2017
Customer service
Arab African international bank
2 2022 - 12.2022
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