Nada Mahmoud Kenawy

Cib

• Senior Overseas Wealth ManagerFull Time

  Feb 2022 - Present -3 yrs, 4 months

  Egypt , Giza

  • Job Details:Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling. Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviours. Handle all account opening & its related operations process including system input & data entry. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager & Wealth District Head to monitor performance Promote the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations
• Plus managerFull Time

  Jan 2020 - Jan 2021 -1 yr

  Egypt , Giza

  • Job Details:Manage and upgrade portfolio of existing Plus customers and acquire NTB. Track Plus customers' inflows and outflows on daily basis. Prepare daily sales reports (DSR) including sales activities and call reports. Work closely with product team to address Plus customers needed services and products. Seek and develop knowledge and information about competitor activity, pricing and tasks.