Shereen Gamal Taher

Administrative Operations SpecialistFull Time

Investment Portfolio Management ExecutiveFull Time

• Job Details:• Fully responsible for managing the executed investment portfolios for clients. • Maintained and followed up on over 30 client portfolios, ensuring performance tracking and client satisfaction. • Prepared detailed reports including profit and loss statements and department performance metrics. • -Handling customer inquires and complains. • Keep following with clients to offer the company services or upgrade their current services. • Generate new Potential leads.