
loai hatata
Premier relationship manager at Bank Audi
Cairo, EgyptWork Experience
financial advisorFull Time
arab african international bank
May 2015 - Oct 2018 -3 yrs, 5 months
Egypt , Cairo
- Job Details:· Vertically increasing division portfolio in terms of number of clients via identifying and acquiring new HNW prospects out of own contacts and different referral venues. · Horizontally increasing division portfolios in terms of number of cross-sold products per client via understanding the client’s needs and selling at every possible chance the right products that matches the client needs · Work closely with the dealing room, Arab African Investment Management and Arab African Investment to enhance the clients’ assets under management via promoting the sales of the appropriate asset class that match the client risk/ reward profile. · Enhancing the Bank liquidity position via increasing the existing client’s while acquiring fresh funds of new clients, achieving volumes and revenue targets · Control and curtail attrition via maintaining regular contacts with the client, being up to date with the market movements and competitor's offerings. · Ensure accurate KYC and updated data is always available for the client’s records thus fulfilling all internal control, CBE and compliance requirements
Head of customer service & SalesFull Time
Arab African International Bank
Dec 2013 - May 2015 -1 yr, 5 months
Egypt
- Job Details:Handling retail and corporate accounts, also handling key & elite clients. · Selling bank’s products. · Generating leads and “new to bank customers”. · Assign sales targets to subordinates according to branch’s budget. · Follow up and monitor customer service staff performance to ensure quality of service rendered according to agreed service level standards. · Handle problems and cases, which are more sensitive. · Ensure that compliance, CBE and the bank regulations are properly implemented to mitigate risk and handling gabs raised from risk assessment. · Evaluate staff performance and define training needs
customer service officerFull Time
Arab African International Bank
Jun 2012 - Nov 2013 -1 yr, 5 months
Egypt , Giza
- Job Details:Deal directly with customers either by telephone, electronically or face to face · Respond promptly to customer inquiries · Handle and resolve customer complaints · Obtain and evaluate all relevant information to handle product and service inquiries · Provide pricing and delivery information · Perform customer verifications · Set up new customer accounts · Process orders, forms, applications and requests · Organize workflow to meet customer timeframes · Direct requests and unresolved issues to the designated resource · Manage customers' accounts · Keep records of customer interactions and transactions · Record details of inquiries, comments and complaints · Record details of actions taken · Prepare and distribute customer activity reports · Maintain customer databases · Manage administration · Communicate and coordinate with internal departments · Follow up on customer interactions · Provide feedback on the efficiency of the customer service process
Education
Bachelor's Degree in accounting
Modern Academy for Engineering and Technology (MIS)Jan 2003 - Jan 2007 - 4 yr
High School - Thanaweya Amma
Pyramids Language SchoolJan 2002
Skills
Languages
Arabic
FluentEnglish
AdvancedRussian
BeginnerItalian
Beginner
Training & Certifications
train the trainer
AAIB·2014