Mohamed Fekry
Banker
Abu Dhabi,AD
Summary
Detail-oriented and highly focused account manager with strong revenue generation and client service records, project management skills and the ability to work independently seeking position with a fast-paced company that will provide additional opportunities for career advancement.
Overview
2
2
Languages
2
2
Certifications
6
6
years of post-secondary education
15
15
years of professional experience
Work History
Senior Relationship Manager
Abu Dhabi Islamic Bank
Abu Dhabi
02.2019 - Current
- Researched current trends to identify prospective customers and determine specific needs.
- Affluent customers. Responsible for servicing portfolio of HNW clients and acquiring and source new to bank customers , increase cumulative assets and liabilities.
- Main Key responsibilities are to provide a full range of WM products and services ( Sukuk,Structured notes , Mutual Funds and SP)
- Maintaining and growth of existing client relationships by performing a financial plan and find investments solution products.
- Meeting revenue targets for Wealth management and liabilities.
- Comply with UAE central bank Regulations.
- Achieve high levels of service standers and Maximized client satisfactions.
Senior Relationship Manager
Al Hilal Bank
Abu Dhabi
08.2014 - 02.2019
- Main Key responsibilities are to provide a full range of products and services.
- Affluent customers responsible for servicing portfolio of HNW clients and acquiring and sourcing NTB.
- Responsible for servicing portfolio of HNW Clients with Minimum Relationship of AED 750K.
- Meeting revenue targets for Assets, liabilities and Wealth management.
- To be conversant with the full range of Affluent Banking products and services, to be competent in discussing Priority Banking offering to all clients, including basic banking products and services, lending products, financial advisory and asset & Wealth Management services.
Relationship Manager
Abu Dhabi Islamic bank
Abu Dhabi
08.2009 - 08.2014
- Main Key responsibilities are to provide a full range of products and services to Upper Affluent customers. Responsible for servicing portfolio of high net worth clients and acquiring new to bank customers and increase cumulative assets and liabilities.
- Maintaining and growth of existing client Relationships by performing a financial plan and selling of various personal financial Solutions like Investments products of Sukuk, Structured Products and Mutual funds.
- Meeting revenue targets for assets, liabilities, Investments and insurance business.
- Achieve high levels of service standards and maximize client satisfaction
- Comply with UAE central bank Regulations.
- To initiate develop and retain client relationships, while contributing actively to the business development goals of the unit
- To act as an effective “trusted advisor” in the delivery of these services to the clients, ensuring the optimum financial solution is delivered to clients at all times, by performing Financial planning and selling of various personal financial and investment products.
- To adopt an open and effective communication style and to be a strong team player that can benefit of the overall team/unit.
- To keep abreast of market trends, customer preferences and new products, as well as to regularly monitor activity by key competitors.
Customer Relationship Officer
Barclays Bank
Abu Dhabi
08.2007 - 07.2009
- Assist Relationship Managers and Area Manager in daily team meetings to analyze progress and plan activity to succeed with my line manager.
- Assist the National Sales Manager in managing a team of 25 Sales Officers and 2 Coordinators to ensure smooth process.
- Preparing the daily reports for the team members.
- Processing & checking all business applications before sending to HQ.
- Ensure that all customer Business applications are in line with Operations requirement and Bank policy guidelines .
- Updating customer database on Flexcube to ensure all operation aspects are fulfilled.
- Ensure monthly assurance installments are deposited into the account and generate the report accordingly.
- Coordinate and follow up daily business with operation department.
- Follow up the Employments visa processing with outsource agencies .
- Coordinate with HR Division for completing employment files for all team members.
Senior Sales Executive
Credit Agricole
Egypt
12.2006 - 07.2007
- Make Embitious Sales Plan.
- Sales and Marketing Credit Card product.
- Build Relationship with authorized key contacts companies.
- Achieve a high quality sales level.
Sales Executive
Citi Bank
Egypt
01.2006 - 12.2006
- Implemented systems to increase sales, including procedures for optimized.
- Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets.
- Remained current on industry trends to better understand customer needs, product effectiveness and sales tactics.
- Led targeted training programs to educate staff on product benefits and service capabilities.
- Sales and Marketing Credit Card product.
- Build Relationship with authorized key contacts companies.
- Achieve a high quality sales level.
Education
Business Administration And Management
Higher Institute For Cooperative And Administrativ
Egypt 09.2001 - 05.2005
MBA - Master of Business Administration
University Of Wolverhampton
United Kingdom 06.2017 - 06.2019
Skills
Business Development
Strategic and financial planning
Supervision
Self-motivated professional
Excellent work ethic
Responsible
Certification
IISI , CISI
Additional Information
Nationality : Egypt
Religions : Muslim
Marital Status: Married with 4 Kids
Timeline
ICWIM,CISI
04-2021
Senior Relationship Manager
Abu Dhabi Islamic Bank
02.2019 - Current
MBA - Master of Business Administration
University Of Wolverhampton
06.2017 - 06.2019
Senior Relationship Manager
Al Hilal Bank
08.2014 - 02.2019
IISI , CISI
05-2012
Relationship Manager
Abu Dhabi Islamic bank
08.2009 - 08.2014
Customer Relationship Officer
Barclays Bank
08.2007 - 07.2009
Senior Sales Executive
Credit Agricole
12.2006 - 07.2007
Sales Executive
Citi Bank
01.2006 - 12.2006
Business Administration And Management
Higher Institute For Cooperative And Administrativ
09.2001 - 05.2005