waleed mohamed samir mobasher

section headFull Time

• Job Details:risk reform , larg corporate and banking restructure

Senior Relationship Manager Full Time

• Job Details: - responsible of Occurring potential SME’S and large corporate client in order to deal with them in long and medium term loan also MTL’s after study each case and prepared client credit memo - Opening Client's accounts. - Responsible for achieving assigned Branch retail budget and team under my supervision. - Receiving & handling all clients' instructions / inquiries. - Promote / Cross sell all bank retail products. - Acquire new potential clients. - Prepare /Check all retail products' documents. - Printing client’s statements / Position. - Follow up all clients' expired documents, to ensure obtaining update in proper time. - Follows up receipt & delivery of borrowing dox. - Acting as point of Co-ordination between client & other bank's departments. - Non financial modifications. - Handling Cheque Book requests process. - Issuance of customer balance certificates. - collect data from customer service assistant. Loans services: -Issuance of new fully secured Overdraft A/C’s -Preparation of Credit Appraisals (Issuance and Renewal) -Follow up of visa payments

Senior Relationship Manager Full Time

• Job Details: Opening Client's accounts. - To coach, manage CSO's and provide them with the necessary guidance to meet their objectives - Responsible for achieving assigned Branch retail budget an team under my supervision. - Receiving & handling all clients' instructions / inquiries. - Promote / Cross sell all bank retail products. - Acquire new potential clients. - Prepare /Check all retail products' documents. - Printing client’s statements / Position. - Follow up all clients' expired documents, to ensure obtaining update in proper time. - Follows up receipt & delivery of borrowing dox. - Acting as point of Co-ordination between client & other bank's departments. - Non financial modifications. - Handling Cheque Book requests process. - Issuance of customer balance certificates. - collect data from customer service assistant. Loans services: -Issuance of new fully secured Overdraft A/C’s -Preparation of Credit Appraisals (Issuance and Renewal) -Follow up of visa and loan payments - To manage and develop the relationships of HNW's assigned to her/him and to provide superior Service to existing as well as new clients and to ensure that client inquiries are promptly dealt with. - To ensure that appropriate client investment questionnaires are prepared and that clients risk appetite Moreover, investment strategy is appropriately identified. - To ensure that clients introduced to the bank enjoy utmost integrity, reputation, and that appropriate KYC and compliance requirements are implemented and updated. - To ensure that documentation required operating the account is obtained and that clients files under Her /his responsibilities are always complete. - To ensure that all control, operational and audit issues relating to Premier Customer activities are Properly applied and to liaise closely with other departments to achieve adherence to policies, Audit and control procedures. - To call on the clients assigned to him/her regularity and to document the call by preparing relevant Call reports. - To prepare a list of prospective clients and to always ensure calling on prospects to solicit new clients For the Premier Customer. - To play a key role in achieving the strategy and providing feedback from the market. - Responsible for conducting quarterly / yearly performance appraisal for subordinates. - Prepare weekly scorecards and summary activity report