Sara Hatem Mohamed Hamdy El Safty

Saibank

• Excellence Relationship ManagerFull Time

  Nov 2021 - Nov 2022 -1 yr

  Egypt , Cairo

  • Job Details:o Build a portfolio of Wealth customers through proactively identifying potential NTB based on financial capability, market potential and reputation o Assess the attractiveness of various investment opportunities. o Provide effective feedback to Cluster Head to enable appropriate tracking of management activities and alternative plans in case of need. o Prepare timely supervision reports, identify early warning signs, and when necessary, formulate/implement work-outs, restructurings, or rescheduling. o Establish trustworthy relationships with assigned Wealth customers o Analyze clients’ wallet sizing and ensure that there is an ongoing client contact and sales strategy to increase Wealth clients o Respond positively and diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customer’s requests are processed timely and efficiently. o Monitor Wealth customers' inflows and outflows on a daily basis to asses clients’ compliance to investment agreements. o Assist product development team via reviewing and consolidating the market and segment needs to feed product design and development with the most impactful and scalable product concepts and constructs o Communicate with CSRs. operations and all support units to deliver results timely and efficiently to achieve customers' highest satisfaction levels. o Project an image of trust and ensure a Zero-error execution of transactional processing.
• Senior Sales & Services OfficerFull Time

  Aug 2020 - Nov 2021 -1 yr, 3 months

  Egypt , Giza

  • Job Details:o Develop and monitor portfolio to exceed service and sales targets o Managing all aspects of a portfolio of corporate and individual customers to grow and maximize revenue, and increase wallet share and improve returns. o Manage the assigned companies’ & individuals’ portfolio, making proactive contact on a regular basis and meeting clients’ needs o Analyze client wallet sizing and ensure that there is an ongoing client contact and sales strategy for every client and prospective client in the portfolio o Drive new business and generate growth of assigned portfolio of corporates, SMEs and individual clients while working closely with branch manager to implement account plans and new strategies o Attract & start new to bank relationships with quality businesses and developing a deep understanding of the needs of both prospects & existing customers as well as identify incremental sales opportunities o Proactively drive forward product solutions on the basis of client's business needs and requirements o Maintain ongoing awareness of all applicable domestic and international AML & Sanctions requirements in order to execute accurate KYCs o Understand the latest developments in customer’s industry, global trade environment and international financial industry and proactively advise customers for inherent financial service needs o Establish relationships with new clients and maintain a high-level contact with existing clients to identify new sales opportunities o Work closely with customers to build and nurture relationships, developing rapport and enhancing channels of communication o Provide product specialists with qualified referrals for cross-selling and assist in closing deals across all products o Evaluate customers’ needs and present a range of solutions that are informative and meet their expectations

Emirates Nbd Bank

• Priority Customer Service OfficerFull Time

  Oct 2019 - Aug 2020 -10 months

  • Job Details:o Follow sales plan concerning Priority Banking customers in view of Bank strategy, goals and specified targets. o Manage and service all Priority Banking customers in the branch. o Establish and Develop relationships with Priority Banking customers to promote the bank’s products and services in view of customer’s needs. o Ensure adherence to branch and regulator policies, recommendations and CBE regulations. o Provide assistance to all Priority and Priority+ customers in the branch and attend to customer complaints. o Maintain follow-up process on all transactions. o Update the Priority Banking heads through regular reporting about daily activities and achievements. o Maximize profitability by deepening customer relationship, referrals and cross-selling. o Prepare and review all required reports and KYC forms in accordance to bank’s Policies.
• Relationship OfficerFull Time

  Nov 2018 - Oct 2019 -11 months

  • Job Details:o Responsible for selling personal Banking products (Personal Loans, CASA and Credit Cards) o Suggest, assist and identify setting up sales strategy in order to achieve sales target. o Interacts with existing customers to increase sales of the bank’s products and services. o Develops and maintains positive relationships with bank clients through excellent customer service. o Monitors banking industry trends, competitive products and pricing that may affect the bank’s products and services in order to update and adjust sales solutions for clients. o Follow up with all cases and obtain necessary approvals as per policy to ensure execution in a timely manner o Support and motivate team members to achieve individual and team target.