MOHAMED SOLIMAN
PERSONAL BANKING ADVISOR
Abu Dhabi
Summary
Professional banking advisor with expertise in personal banking services. Skilled in customer relations, financial planning, and product knowledge. Known for proactive problem-solving and adaptability. Strong focus on team collaboration and achieving results while maintaining high standards and reliability.
Overview
11
11
years of professional experience
1
1
Language
Work History
Personal Banking Advisor
ENBD Bank
05.2025 - Current
- Regional top performer in sales due to consistent delivery of quality advisory services.
- Achieved sales targets by consistently meeting or exceeding assigned quotas for new accounts and referrals.
- Fostered positive working environment through open communication channels among team members.
- Built strong relationships with clients, identifying their financial needs and offering tailored advice.
- Effectively managed risk by adhering strictly to compliance policies.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Opened, closed, and updated accounts for customers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Participated in cross-training opportunities within the bank, broadening skillset beyond personal advising role.
- Managed clients portfolios, ensuring a diverse mix of investments to optimize returns.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Enhanced customer retention by proactively addressing concerns and resolving issues in a timely manner.
- Collaborated with colleagues to share best practices and enhance overall branch performance.
- Increased customer satisfaction by providing personalized banking solutions and product recommendations.
- Maintained up-to-date knowledge of industry trends and regulatory changes, adjusting client strategies accordingly.
Islamic Finance Executive
ADIB BANK
05.2023 - 04.2025
- Identify and target potential customers through various channels such as cold calling, email campaigns, and networking.
- Generate leads through market research and analysis.
- Explain terms, conditions, and eligibility criteria to potential applicants.
- Work towards achieving sales targets and quotas.
- Stay informed about the credit card products, including interest rates, rewards programs, fees, and other relevant details.
- Clearly communicate the advantages and disadvantages of different credit card options.
- Assist customers in completing credit card applications.
- Collect and verify required documentation for credit card applications.
- Ensure compliance with regulatory requirements during the application process.
- Ensure adherence to legal and regulatory requirements related to credit card sales.
- Stay informed about changes in regulations affecting the credit card industry.
- Collaborate with colleagues, including marketing, customer service, and other sales team members.
- Share insights and strategies for improving overall team performance.
- Seek feedback from customers and supervisors to identify areas for improvement.
- Stay proactive in refining sales approaches and techniques.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
Sales Representative
Zimmo Trading Company
09.2021 - 12.2022
- Visiting and Following Up items: ( lenses, Solution and Bandages).
- Presenting Products TO All Stuff Including Doctors, Assistants and Sales man.
- Grew customer base by acquiring new customers and identifying needs to deliver relevant products.
- Check Promotion of the Pharma and make a Promotions when needed.
- Negotiated and closed deals with minimal required support from sales and finance managers.
- Shared comprehensive brand and product knowledge to maximise sales.
- Expanded new business, implementing effective networking strategies.
Sales Representative
Keden International Company
06.2020 - 08.2021
- Follow Up Items: Tony Molly Brands (Skin Care)
- Visit Cosmetics Store and Pharmacies. Shared comprehensive brand and product knowledge to maximise sales.
- Addressed customers' questions, problems and complaints in person and via phone.
- Negotiated and closed deals with minimal required support from sales and finance managers. Interfaced with customers to resolve problems and meet diverse needs.
- Optimized traceability, developing organization systems for contracts, records, reports and agendas. Drove client retention, efficiently managing and growing accounts while promoting new products.
- Cultivated long-term relationships with clients to accurately quote prices and terms, achieving customer objectives. Increased investment revenue by skillfully up selling and closing customer sales by driving product benefits around client needs.
Secretary
Saudi consult engineering services company
01.2015 - 05.2020
- Answered multi-line phone system and enthusiastically greeted callers.
- Created and updated records and files to maintain document compliance. Updated spreadsheets and created presentations to support executives and boost team productivity.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Reviewed and balanced daily bank deposits and deposit report. Composed inter-office correspondence and provided product and service information to customers.
- Maintained daily report documents, memos and invoices. Recorded daily financial transactions using Quickbooks and handled payments of accounts.
- Booked airfare, hotel and ground transportation to coordinate office travel. Scheduled appointments and conducted follow-up calls to clients.
- Entered data into system and updated customer contacts with information to keep records current.
- Provided onboarding and training for new support staff. Organized envelopes, postage and mail correspondence for staff and leadership.
- Maintained electronic filing systems and categorized documents. Handled daily scheduling tasks and provided administrative support for entire department.
- Recorded and tracked operational expenses to identify and eliminate wasteful spending.
- Updated spreadsheets and databases to track, analyze and report on performance and sales data.
Education
Bachelors of Commerce - Accounting
Alexandria University
EGYPT01.2013
Skills
Attention to Detail, Organize, Work Cooperatively
Timeline
Personal Banking Advisor
ENBD Bank
05.2025 - Current
Islamic Finance Executive
ADIB BANK
05.2023 - 04.2025
Sales Representative
Zimmo Trading Company
09.2021 - 12.2022
Sales Representative
Keden International Company
06.2020 - 08.2021
Secretary
Saudi consult engineering services company
01.2015 - 05.2020
Bachelors of Commerce - Accounting
Alexandria University