Summary
Overview
Work History
Education
Skills
PERSONAL HIGHLIGHTS
PERSONAL INFORMATION
Timeline
AccountManager
Mina Wagdy Haleem

Mina Wagdy Haleem

Relationship Officer
Dubai

Summary

I aspire to render quality service to the organization for it to attain its goal. I am looking for challenging opportunities in the industry and a great opportunity to learn new things. Responsible position in Customer Services manager, in a professional organization where I could expertise my relationship management and marketing skills.to gain international exposure.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

16
16
years of professional experience

Work History

Relationship Officer

Banque Misr UAE
06.2023 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Worked well in a team setting, providing support and guidance.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Coordinated with marketing team to promote sales of various seedlings, increasing sales 20%.

Personal Banking Advisor

Emirates Islamic Bank PJSC
09.2021 - 05.2023
  • Help customers open up checking and savings accounts
  • Assist clients in opening lines of credit
  • Maintain customer accounts and help resolve disputes
  • Refer customers to loan officers or other financial specialists
  • Resolve debit and credit issues
  • Complete basic data-entry and administrative duties
  • Use banking software to help clients make financial decision
  • Enhanced customer retention by proactively addressing concerns and resolving issues in a timely manner.
  • Effectively managed risk by adhering strictly to compliance policies.

Privilege Customer Relationship Officer

Abu Dhabi Commercial Bank PJSC
09.2019 - 08.2021
  • To identify and acquire new privilege customer and service and manage existing privilege customer by understanding their needs and providing them with the appropriate products.
  • Services and solutions to increase customer wallet share in line with ADCB standards of service.
  • In collaboration with the unite head, identify financial targets for a specified time period, and once defined develop and manage privilege customer relationships in order to deliver on these targets
  • Perform care and due diligence in day conduct to protect the bank from financial and non-financial loss in line with the required standards.
  • Demonstrate our promise and apply the ADCB service levels of service in all internal and external customer interactions.
  • Manage self in line with the bank's people management practices to ensure adherence and maximize own contribution to business performance.
  • Adhere to all relevant organizational and departmental polices processes, standard operating procedures and instructions so that work in carried out to required standard of service to customers and stakeholders.

Customer Services Manager

Union National Bank
07.2018 - 08.2019
  • Provide the bank services to the branch customers within the bank policy and procedure in the frame of team environment with proper management on service time to achieve the financial and non-financial predefined targets.
  • Manage effectively the serve time spent with the customer to reach an acceptable service delivery within the turnaround time.
  • Provide the customer financial services by delivering unbiased, competent and problem free services to reach the predefined customer satisfaction levels.
  • Develop ownership attitude for customer complaints to ensure they are addressed properly and promptly to minimize customer attrition.
  • Be fully aware of bank products and features to increase business volume and achieve cross selling targets.
  • Organizing work layout and appearance to keep up bank image.
  • Provide constructive and constant feedback on improvement of products, services, process to reduce cycle time of costs and enhance customer satisfaction.
  • Taking ownership of customer problems and handling it till final resolution through coordinating with other partners.
  • Working across with all support units to deliver a fulfilling experience without channel disparity

Customer Services Officer

Union National Bank
12.2013 - 06.2018
  • Receive and respond to customer service account inquiries on account balances, transaction details, statements and fees and charges.
  • Open new accounts/Closing accounts.
  • Alterations to existing savings and Current accounts
  • Inquiries for home, car and personal loans
  • Inquiries on internet services
  • Overseas transfers
  • Promote bank products and services
  • Identify customer needs
  • Refer customers to appropriate banking services and representative
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Sales Executive

First Gulf Bank, Dubai
02.2011 - 11.2013
  • Member of a direct sales team
  • Selling through retail mode of business
  • Concentrating on High net worth individuals
  • Generating Leads and converting them into business
  • Selling of multi product (personal loan –credit card-cross sale-insurance )
  • Introducing new companies to the bank
  • Developed strong professional relationship with the customer through sales presentation and lead generation
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Assistant Assurance Manager

Delta Insurance Company, Egypt
12.2009 - 01.2011
  • Manage responses to Day-to-Day business requests & needs
  • Develop marketing campaigns & "go-to market" strategies.
  • Excellent Experience with Following up the Extracted information from Customer Relationship Management
  • Sales awareness for Insurance Life& Health
  • Manages forecast & pipeline with the Sales Team
  • Managing & planning for life demos
  • Team Development
  • Achieving Target Principle Indispensable
  • Assessed existing policies and procedures to meet goals and objectives and encourage on-time reviews.

Education

B.Sc. - Business Administration, account Section

Helwan UNIVERSITY
Helwan
08.2008

Skills

Inquiries and requests on banking products and services such as savings, cheque, business and loan accounts, telephone banking and internet services

PERSONAL HIGHLIGHTS

  • Excellent presentation skills.
  • Hard worker, self-motivated, dedicated, and having High Ownership
  • Expertise in Team Building & Problem Solving.
  • Regular follower of trends in global markets.
  • Good at logical reasoning and guesswork.
  • Versatile, high energy levels and quick learner, adapting well into new situations.
  • Effective team player with exceptional communication and interpersonal skills, commanding instant respect from peers & clients as well.

PERSONAL INFORMATION

  • Nationality: Egyptian
  • Date of Birth: 1986-01-13
  • Military status: completed
  • Marital Status: Married

Timeline

Relationship Officer

Banque Misr UAE
06.2023 - Current

Personal Banking Advisor

Emirates Islamic Bank PJSC
09.2021 - 05.2023

Privilege Customer Relationship Officer

Abu Dhabi Commercial Bank PJSC
09.2019 - 08.2021

Customer Services Manager

Union National Bank
07.2018 - 08.2019

Customer Services Officer

Union National Bank
12.2013 - 06.2018

Sales Executive

First Gulf Bank, Dubai
02.2011 - 11.2013

Assistant Assurance Manager

Delta Insurance Company, Egypt
12.2009 - 01.2011

B.Sc. - Business Administration, account Section

Helwan UNIVERSITY
Mina Wagdy HaleemRelationship Officer