Sherif Abd El Aziz Sherif
Corporate Senior Relationship Manager
Cairo
Summary
Client Relationship Management Professional experienced in fostering long-term customer loyalty and satisfaction. Achieved enhanced client retention and improved portfolio performance through strategic planning and effective communication. Focused on driving client success and contributing to organizational growth through collaborative problem-solving and adaptability.
Overview
2
2
Languages
15
15
Certifications
17
17
years of professional experience
Work History
Corporate Senior Relationship Manager
Abu Dhabi Commercial Bank (ADCB)
Cairo, Cairo Governorate
05.2022 - 05.2026
- Cultivated and maintained strong client relationships to enhance customer loyalty and retention.
- Developed tailored financial solutions to meet diverse client needs, driving satisfaction and engagement.
- Led cross-functional teams to streamline service delivery processes and improve operational efficiency.
- Analyzed client portfolios to identify growth opportunities and mitigate potential risks effectively.
- Mentored junior staff on relationship management best practices, fostering professional development within the team.
- Executed strategic initiatives that increased revenue streams while ensuring compliance with regulatory standards.
- Facilitated high-level negotiations with clients to secure favorable terms and strengthen partnerships.
- Monitored market trends to inform strategic decisions and adapt service offerings accordingly.
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Developed new banking relationships with business prospects.
- Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
- Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Worked closely with credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
- Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.
- Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Organized client appreciation events showcasing bank''s commitment to long-term partnerships while also generating referrals from satisfied customers.
- Facilitated smooth transitions during account handovers or introductions of new team members by providing thorough communication between all parties involved.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Networked with accountants and attorneys to develop business.
- Researched current trends to identify prospective customers and determine specific needs.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Discussed financial options with clients and provided informed suggestions.
- Networked to identify potential new clients and expand geographic territories.
- Created and implemented strategic trading approaches.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Prepared contracts and related documentation according to strict standards.
- Worked with clients and finance companies to find optimal solutions for financing.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Supported businesses setting up joint ventures with investors in NBFI, real estate and construction markets.
- Enhance portfolio profitability by 30% annually
Corporate Relationship Manager
Bank du caire (BDC)
Cairo, Cairo Governorate
08.2017 - 05.2022
- Cultivated and maintained strategic relationships with corporate clients to enhance client satisfaction.
- Analyzed market trends to identify growth opportunities within corporate banking sector.
- Developed tailored financial solutions addressing client needs, improving retention rates.
- Collaborated with cross-functional teams to streamline onboarding processes for corporate accounts.
- Managed high-value portfolios, ensuring compliance with regulatory standards and internal policies.
- Negotiated service agreements, enhancing value propositions for corporate partnerships.
- Led training sessions for junior staff on relationship management best practices and tools.
- Implemented feedback mechanisms to continuously improve service delivery and client engagement strategies.
- Led training sessions for junior team members on relationship management strategies, enhancing team productivity and overall performance levels.
- Presented detailed financial analysis reports to senior management, showcasing the growth potential of high-value client accounts.
- Implemented risk mitigation measures to minimize credit exposure while maximizing profitability from existing corporate client accounts.
- Managed a diverse portfolio of corporate clients, consistently meeting or exceeding sales targets and performance metrics.
- Identified new business opportunities through market research, networking, and targeted outreach to potential corporate clients.
- Strengthened client relationships by providing tailored financial advice and solutions for their unique business needs.
- Maintained up-to-date knowledge of industry trends, competitor offerings, and regulatory changes to ensure accurate guidance to clients.
- Streamlined internal processes and workflows related to relationship management activities, improving overall efficiency and effectiveness.
- Negotiated favorable contract terms with key stakeholders, securing long-term partnership agreements and increased revenue.
- Optimized business strategies by analyzing portfolio data trends regularly-identifying areas requiring improvement or attention proactively.
- Participated in industry events and conferences for networking purposes, promoting brand awareness amongst potential clients in the market space.
- Provided exceptional customer service by promptly addressing client inquiries and resolving any issues in a timely manner.
- Organized regular meetings with clients both in person and virtually to review their account status, discuss concerns, and identify additional opportunities for collaboration.
- Collaborated with cross-functional teams to develop customized financial products that addressed the specific needs of corporate clients.
- Developed comprehensive account plans for assigned portfolio, ensuring timely delivery of service commitments and client satisfaction.
- Contributed to the development of sales pitches and marketing materials that effectively communicated product offerings to potential corporate clients.
- Championed customer-focused initiatives within the organization, leading by example in demonstrating a strong commitment to client satisfaction.
- Conducted regular reviews of client accounts to identify opportunities for upselling or cross-selling additional products and services.
- Established trust-based relationships with key decision-makers within target organizations through consistent communication and engagement efforts.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Managed accounts to retain existing relationships and grow share of business.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Implemented systems and procedures to increase sales.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Prepared sales presentations for clients showing success and credibility of products.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Organized promotional events and interacted with community to increase sales volume.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Communicated product quality and market comparisons by creating sales presentations.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Maintained financial controls, planned business operations while identifying and pursuing opportunities to grow business operations and boost profits.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
- Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Facilitated business by implementing practical networking techniques.
Retail Relationship Manager
Bank du caire (BDC)
Cairo, Cairo Governorate
01.2014 - 01.2017
- Developed and maintained strong client relationships to enhance customer loyalty and retention.
- Analyzed customer feedback to improve service offerings and resolve issues effectively.
- Implemented strategies to optimize cross-selling opportunities, increasing product utilization among customers.
- Led initiatives to streamline communication between departments, improving overall operational efficiency.
- Conducted market research to identify trends and inform strategic decision-making processes within the team.
- Mentored junior staff members, fostering professional development and enhancing team performance standards.
- Provided feedback on employee performance during regular evaluations, helping them grow professionally within their roles.
- Led a team of retail associates in meeting or exceeding monthly sales targets on a consistent basis.
- Increased sales through effective cross-selling and upselling of products to existing customers.
- Developed strong rapport with clients by consistently delivering exceptional service and support throughout the entire retail experience.
- Managed high-value accounts, ensuring satisfaction and retention while driving growth opportunities.
- Resolved customer issues promptly, resulting in improved loyalty and satisfaction rates.
- Collaborated with team members to develop targeted strategies for maximizing revenue.
- Implemented store merchandising strategies that enhanced product visibility and boosted sales performance.
- participate events to attract new clients while strengthening existing relationships with valued customers.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Analyzed client financial needs to recommend tailored banking solutions.
- Collaborated with cross-functional teams to streamline service delivery processes.
- Mentored junior team members, fostering a collaborative work environment and professional growth.
- Implemented customer feedback mechanisms to improve service offerings and address concerns effectively.
- Strengthened customer relationships by providing personalized service and understanding individual needs.
Income Accountant
Flash international
Red Sea
01.2013 - 09.2014
- Reviewed daily hotel income to verify that all sales transactions, balances, and receipts entries were correct and handled the bank accounts.
- Managed financial reporting and analysis to ensure compliance with accounting standards.
- Led month-end close processes, ensuring timely and accurate financial statements.
- Developed and implemented budget forecasting models to optimize resource allocation.
- Streamlined accounts payable and receivable processes, enhancing workflow efficiency.
- Led month-end closing processes, ensuring timely and accurate financial reporting.
- Mentored junior accountants, fostering professional growth and improving team performance.
- Analyzed budget variances and prepared reports for management review, driving informed decision-making.
- Developed and implemented streamlined reconciliation procedures to enhance accuracy in financial statements.
- Collaborated with cross-functional teams to optimize financial operations and improve workflow efficiency.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Gathered financial information, prepared documents, and closed books.
Tele Marketer
Tele marketer agency
Cairo, Cairo Governorate
01.2012 - 01.2013
- Developed and maintained customer relationships through effective communication techniques.
- Executed targeted call campaigns to promote products, resulting in increased engagement.
- Trained new staff on telemarketing protocols and effective sales strategies.
- Conducted outbound calls to generate leads and promote services.
- Developed and maintained customer relationships through effective communication.
- Utilized CRM software to track interactions and manage client data efficiently.
- Collaborated with team members to refine scripts for improved call effectiveness.
Call center agent
Vodafone Egypt
01.2011 - 01.2012
Trainee Finance Department
Khalda Petroleum company
Cairo, Cairo Governorate
01.2010 - 2010
Trainee Customer Service Department
Commercial International Bank
Cairo, Cairo Governorate
01.2009 - 2009
Education
High School Diploma -
ALS
Cairo09.2007
Bachelor of Business Administration - Financial Management & Accounting
AAST
Cairo, Egypt01-2013
MBA - Banking and finance
AAST
Cairo, Egypt 04.2001 -
Skills
Client relations
Customer engagement
Client onboarding
Client presentations
Relationship management
Business development
Strategic planning
Business strategies
Team leadership
Team collaboration
Organizational skills
Problem-solving abilities
Certification
CREDIT CERTIFICATE EBI
Personal Information
- Address: Compound Wesal,El-sherouk , Cairo.
- Military Status: Exempt.
Contact
- Mobile: 01006534377
- E-mail: sherifmounib90@gmail.com
- Https://www.linkedin.com/in/sherif-mounib
- Reference available Upon Request
Timeline
COMPLIANCE & CORPORATE GOVERNANCE
01-2026
OPERATIONAL RISK MANAGEMENT
02-2025
BUSINESS CONTINUITY MANAGEMENT
11-2024
INFORMATION AND PHYSICAL SECURITY AWARENESS
07-2023
PREVENTING FINANCIAL CRIME
05-2023
INFORMATION SECURITY AWARENESS
03-2023
INTRODUCTION TO SUSTAINABILITY
02-2023
Corporate Senior Relationship Manager
Abu Dhabi Commercial Bank (ADCB)
05.2022 - 05.2026
FRAUD AWARENESS
03-2022
TIME MANAGEMENT FOR PROFESSIONAL PRODUCTIVITY
02-2022
TIME MANAGMENT
02-2022
SALES PLANNING
01-2022
MARKETING STRATEGY COURSE
01-2020
B2B SALES TRAINING
06-2019
B2C SALES TRAINING
07-2018
Corporate Relationship Manager
Bank du caire (BDC)
08.2017 - 05.2022
CREDIT CERTIFICATE EBI
06-2017
Retail Relationship Manager
Bank du caire (BDC)
01.2014 - 01.2017
Income Accountant
Flash international
01.2013 - 09.2014
Tele Marketer
Tele marketer agency
01.2012 - 01.2013
Call center agent
Vodafone Egypt
01.2011 - 01.2012
Trainee Finance Department
Khalda Petroleum company
01.2010 - 2010
Trainee Customer Service Department
Commercial International Bank
01.2009 - 2009
MBA - Banking and finance
AAST
04.2001 -
High School Diploma -
ALS
Bachelor of Business Administration - Financial Management & Accounting
AAST