Samah Mohamed

Relationship Manager

• Job Details:Welcome customers to obtain information and explain available services. Cross selling all the bank’s products. Attracting new customers through selling bank's retail and liability products. Increasing the branch customer base. Ensure service excellency. Contribute to the profitable growth of the bank in line with the strategic guidelines and the bank policies and procedures. Perform an outside call to increase the branch customer base. Open all types of accounts (current, savings, time deposit, saving certificates). Answer customer inquiries and correct errors. Presents funds received from customers to the teller for deposit & obtain receipt for customers. Solve client’s problems within his/ her responsibility. Handling all inquiry received from clients (position – statements – t/ds maturity).

Acting Prime Relationship Manager

• Job Details:Establishes and achieves sales and revenue targets for existing and new client relationships. Serves new and existing affluent clients and institutional relationships in the region by providing them with the full suite of financial products and services. Provides clients with comprehensive advisory services: investment advisory, portfolio advisory. Acquires new client relationships as well as broadening existing client relationships. Focuses on AUM (asset under management) and footings growth. Develops comprehensive customized financial plans based on client risk profiles. Continuous monitoring of client portfolios.

Prime Assistant Relationship Manager

• Job Details:Prepares investment proposals for clients and provides accurate customer information. Develops comprehensive customized financial plans based on client risk profiles. Assists in identifying new clients and business opportunities. Deals with customer queries and requests as well as transaction processing. Monitors client portfolios continuously.