Omar Negm Eldin
Wealth Manager
Summary
With over 9 years of experience in banking, my dedication as a wealth manager lies in providing value-adding financial advice to clients. My mission is to swiftly and cost-effectively help clients achieve their financial goals. Leveraging my strong background in business management, I proactively identify new opportunities, cross-sell exclusive products, and enhance customer loyalty.
As a member of Al Ahli Bank of Kuwait - Egypt, I align with the values of excellence, innovation, and integrity. In my current role, I effectively manage a portfolio of high-net-worth customers, acquiring new clients while upgrading existing ones to foster the growth of the wealth management segment. By offering tailored solutions and ensuring high-quality service and compliance, I collaborate with other departments to continuously improve the customer experience. Since joining ABK in September 2023, I have significantly increased the customer retention rate.
Overview
2025
2025
years of professional experience
2
2
Languages
Work History
Wealth Manager
Al Ahli Bank of Kuwait - Egypt
9 2023 - Current
- Grow Wealth Management Segment by acquiring and nurturing wealth customer relations through value-added financial advice for ABK wealth clients.
- Help clients achieve their financial goals faster and at lower costs.
- Manage customer portfolios, acquire new clients, and upgrade existing ones.
- Cross-sell exclusive products to meet targets and annual plans.
- Review reports, resolve complaints, and strive for best-in-class service.
- Track daily inflows and outflows, and contact customers regarding unexpected behaviors.
- Maintain high customer service standards and address queries and complaints.
- Keep work area in good condition with product literature displayed.
- Respond diligently to colleagues, and communicate effectively with branch staff and support units.
- Ensure branch heads and front liners are aware of propositions for quality referrals.
- Attend segment management meetings to address customer needs.
- Uphold values of excellence, innovation, and integrity.
- Foster strong customer relationships with personalized financial advice.
- Conduct regular financial reviews and portfolio assessments.
- Develop strategic initiatives to attract high-net-worth individuals.
- Monitor market trends and competitive landscape for growth opportunities.
- Collaborate with internal teams to enhance product offerings.
- Provide training and support to branch staff on wealth management services.
- Implement strategies to retain and expand customer base.
- Continuously improve service delivery and customer satisfaction.
Senior Personal Banker
CIB Egypt
02.2021 - 08.2023
- Provide business customers with basic information on all Bank's products and services to increase customer awareness and ensure a high level of quality service
- Achieve assigned targets/volume/attrition/x-sell deep-sell for the branch in all assigned business banking Products to ensure that targets are met through relationships building with an existing customer base as well as a Provide business customers with information on all Bank's products and services to ensure high-quality service.
- Achieve targets for assigned business banking products through relationship building with existing and new clients.
- Handle all company account openings and related processes, ensuring accuracy and completeness.
- Deliver superior customer service in line with CIB standards.
- Grow current business and maximize customer penetration through sales calls and meetings.
- Upgrade customers to higher segments and refer qualified customers for unsecured lending.
- Attract new-to-bank customers to maximize liabilities, trade finance, and cross-selling opportunities.
- Process customer requests related to checks, credit/debit cards, TDs, CDs, etc., ensuring accuracy and completion.
- Follow up on sales inquiries and ensure customer satisfaction.
- Handle customer complaints efficiently, directing them to relevant channels and ensuring timely resolution.new bank client in a transparent and ethical way
- Handle all companies' account openings and their related processes
- (Collecting required documents; follow up with central operation until the account is opened; rectify any discrepancy, etc...)
- Ensure that every customer interaction is conducted as a superior service experience and in line with the defined CIB customer experience standards TAT and bank service indicators (including wait time, telephone timeliness, reply to customer queries and messages, etc.)
- Grow current business and maximize customer penetration and share of wallet by conducting sales calls or sales meetings with customers in designated branches
- Uncover the true potential of the assigned growth portfolio to upgrade customers to the higher segments, refer qualified customers for unsecured lending
- Attract new-to-bank customers as per the segment criteria to maximize liabilities and trade finance, as well as cross selling
- Receive all relevant customer requests related to the check
- Book, credit and debit cards, TDs, CDs, etc., check their validity and send it to related departments for completion
- Respond and follow up on sales inquiries to comply with the set level of service and ensure customer satisfaction
- Handle customers' complaints properly and direct them to the relevant channels and recommended solutions to evade re-occurrence and ensure they are closed within the set TAT
Growth Officer
CIB Egypt
07.2018 - 01.2021
- Provide customers with information on all Bank's products/services to ensure high-quality service.
- Achieve targets for assets and liabilities through walk-ins, relationship building, and new clients.
- Handle account openings and related operations, including system input and data entry.
- Track customer inflows and outflows, contacting them for information on unexpected patterns.
- Ensure every customer interaction meets CIB customer experience standards.
- Prepare daily sales reports and share with Branch Head.
- Continuously develop knowledge about competitor activity, pricing, and tactics, and communicate within division.
Payroll Personal Banker
CIB Egypt
04.2016 - 06.2018
- Obtain required documents from company employees and open payroll accounts in a timely manner.
- Present and cross-sell bank products (Cards/Loans) to new and current payroll customers.
- Attend regular meetings to review sales activities and progress on goals.
- Develop and maintain strong relationships with companies and employees.
- Ensure customer satisfaction with products and services, and market new offerings.
- Solve customer problems/complaints and maintain strong segment relations.
- Follow all relevant department policies, processes, and standard operating procedures.
Debt Collector
CIB Egypt
06.2015 - 12.2015
Sales Representative
RANI REFRESHMENTS FZCO
07.2014 - 09.2014
Accountant
Town Gas
07.2013 - 09.2013
Accountant
Marlboro
07.2012 - 09.2012
Sales Representative
Egyptian International Firm
07.2011 - 09.2011
Education
Bachelor of Business Administration - BBA - Accounting and Business/Management
Akhbar ElYom Academy
Skills
Business Management
Timeline
Senior Personal Banker
CIB Egypt
02.2021 - 08.2023
Growth Officer
CIB Egypt
07.2018 - 01.2021
Payroll Personal Banker
CIB Egypt
04.2016 - 06.2018
Debt Collector
CIB Egypt
06.2015 - 12.2015
Sales Representative
RANI REFRESHMENTS FZCO
07.2014 - 09.2014
Accountant
Town Gas
07.2013 - 09.2013
Accountant
Marlboro
07.2012 - 09.2012
Sales Representative
Egyptian International Firm
07.2011 - 09.2011
Wealth Manager
Al Ahli Bank of Kuwait - Egypt
9 2023 - Current
Bachelor of Business Administration - BBA - Accounting and Business/Management
Akhbar ElYom Academy
Similar Profiles
Antony AymanAntony Ayman
.NET Developer at Al Ahli Bank of Kuwait - Egypt.NET Developer at Al Ahli Bank of Kuwait - Egypt
Mohan PatnaikMohan Patnaik
Senior Manager – BCM -Enterprise Risk Management at Al Ahli Bank of KuwaitSenior Manager – BCM -Enterprise Risk Management at Al Ahli Bank of Kuwait
Khaled HamadKhaled Hamad
Senior Wealth Manager at Al Ahli Bank of KuwaitSenior Wealth Manager at Al Ahli Bank of Kuwait
Abhishek ThakurAbhishek Thakur
Wealth Manager at Seguro Commercial Brokers LLCWealth Manager at Seguro Commercial Brokers LLC
Pradeep YadavPradeep Yadav
Wealth Manager at JM Financial Services LimitedWealth Manager at JM Financial Services Limited