Mohamed Shafie Ginina
UAE
Summary
I have worked in the field of securities, banks , and insurance for mor thane 15 years and i have gained thought my work all these years to gain many experiences that qualify me to achieve great successes .
Overview
18
18
years of professional experience
Work History
Bancassurance Sales Executive
ABU Dhabi Takaful ( ADNTC )
06.2024 - Current
- Managed a diverse portfolio of clients from various backgrounds and industries, adapting sales approaches to suit their unique needs and preferences.
- Assisted clients in filing claims and navigating the claim settlement process, ensuring a smooth experience during difficult times.
- Collaborated with bank branch staff to identify cross-selling opportunities for insurance products within the existing customer base.
- Conducted comprehensive financial needs analysis for clients to recommend suitable insurance products based on their risk profile and financial goals.
- Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on the benefits of these offerings.
- Streamlined the application process for clients by simplifying paperwork requirements while still adhering to compliance guidelines.
- Delivered exceptional customer service by addressing client concerns promptly and maintaining open communication channels throughout the sales process.
- Enhanced overall customer satisfaction levels by consistently delivering on promises and meeting expectations throughout the entire sales process.
Relationships manager
Watania Takaful
08.2023 - 04.2024
- Communicate with clients by phone or through direct interviews to convince them of the importance of insurance and investment through the company
- Also, achieve the required target through a set of different documents that provide for family protection and investment work.
Sales Executive
Orient life insurance ( alfuttaim group )
01.2023 - 07.2023
- Communicate with clients by phone or through direct interviews to convince them of the importance of insurance and investment through the company
- Also, achieve the required target through a set of different documents that provide for family protection and investment work.
Broker
Zeus For financial and financing services
12.2017 - 07.2022
- Offering credit and financing services through credit cards and personal loans
- Achieving the desired target by communicating with the largest number of customers
- Study the credit position of each client
- Complete the required data and papers and submit them to the administration for approval.
Sales
Bank Audi
03.2015 - 08.2017
- Displaying credit and financing services and the conditions and privileges of dealing with the bank through the discounts that the customer gets when using credit cards in transactions, whether inside or outside the country as well
- Completing sales operations and achieving the required sales percentage
- Conducting research and studies to reach the target audience
- Maintain customer database and lead records
- Cooperating and participating with the work team to build a strong network of relationships and complete sales operations.
Broker
City trade securities and brokerage
04.2006 - 02.2015
- Follow-up of the Egyptian stock market on a daily basis
- Providing investment advice to clients
- Executing buying and selling operations in stocks through the trading screen
- The most important achievements over the course of 9 years ranged functionally from operations executor to general supervisor of operations.
Education
Bachelor's degree - Higher Institute of Social Service
06.2010
Skills
- Financial Planning
- Goal-Oriented
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Call Center Customer Service
- Excellent Communication
Languages
Arabic
English
Personal Information
- Gender: Male
- Nationality: Egyptian
Hobbies and Interests
- Swimming
- Football
- Reading
Timeline
Bancassurance Sales Executive
ABU Dhabi Takaful ( ADNTC )
06.2024 - Current
Relationships manager
Watania Takaful
08.2023 - 04.2024
Sales Executive
Orient life insurance ( alfuttaim group )
01.2023 - 07.2023
Broker
Zeus For financial and financing services
12.2017 - 07.2022
Sales
Bank Audi
03.2015 - 08.2017
Broker
City trade securities and brokerage
04.2006 - 02.2015
Bachelor's degree - Higher Institute of Social Service
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