Ahmed Morsy
Personal Banking, customer Service
Dubai
Summary
professional with 8 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.
Overview
11
11
years of professional experience
Work History
Senior Personal Finance Officer
AAA Fair Deal Group of Companies
5 2024 - 9 2024
- Selling Personal Loans & Credit cards
- Visiting and approaching new companies to source new customers
- Follow up with prospective customers
- Preparing new plans to achieve the target on time.
Direct sales - Personal loans & Credit cards
RAKBANK
02.2022 - 02.2024
- Selling Personal Loans & Credit cards
- Visiting and approaching new companies to source new customers
- Follow up with prospective customers
- Preparing new plans to achieve the target on time.
Finance Officer
ADIB
01.2021 - 02.2022
- Selling Credit cards
- Making calls and going to meet with employees in companies
- Visiting and attending every event and approaching new customers
- Getting references from each customer.
Personal loans Officer
FAB
01.2020 - 01.2021
- Preparing and arranging data and meetings
- Sell various loans and credit cards and ensure optimal level of customer services through various sales calls on telephone
- Administer and ensure compliance to all sale objectives
- Manage selling of various products in professional manner
- Monitor all customer queries and ensure timely response to all issues
- Coordinate with customers and provide various company plans and services and detail quote for all required information
- Preparing MIS.
Customer Service Officer
ALEXBANK
04.2017 - 09.2019
- Micro Finance Officer.
- Business loans - SMEs.
- Resolved customer complaints with empathy, resulting in improved satisfaction ratings.
- Delivered personalized recommendations based on individual customer needs, driving sales growth.
- Enhanced customer experiences by providing timely and accurate information on products and services.
- Developed rapport with customers through active listening and tailored assistance, fostering loyalty.
Marketing Specialist
TEZ TOUR Egypt
06.2015 - 03.2017
- Marketing Agent & Contracting Responsible for Budgeting, Analysis & Regular Reports
- New Corporate Deals
- Dealing with supplies for Excursions
- Organizing events and team building activities
Tax Accountant & Auditor
Mazars-Mostafa Shawky
05.2013 - 11.2014
- Prepare documents for tax inspections by taxes authorities in regards with tax laws and regulations.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Education
Faculty of commerce - Accounting
Skills
Financial Planning
Personal Information
- Date of Birth: 04/07/1990
- Marital Status: Single
Computerskills
Excellent
Languages
Arabic
Bilingual or Proficient (C2)
English
Advanced (C1)
Spanish
Intermediate (B1)
Additional Information
CFA Level 1 in progress.
Timeline
Direct sales - Personal loans & Credit cards
RAKBANK
02.2022 - 02.2024
Finance Officer
ADIB
01.2021 - 02.2022
Personal loans Officer
FAB
01.2020 - 01.2021
Customer Service Officer
ALEXBANK
04.2017 - 09.2019
Marketing Specialist
TEZ TOUR Egypt
06.2015 - 03.2017
Tax Accountant & Auditor
Mazars-Mostafa Shawky
05.2013 - 11.2014
Senior Personal Finance Officer
AAA Fair Deal Group of Companies
5 2024 - 9 2024
Faculty of commerce - Accounting
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