EGBANK jobs

وظائف مبيعات القاهره, Egypt دوام كامل

شرح مهام الوظيفة

Career Opportunities: RM 

  • Establishes and achieves sales and revenue targets for existing and new client relationships
  • Serves new and existing affluent clients and institutional relationships in the region by providing them with the full suite of financial products and services
  • Provides clients with comprehensive advisory services:
    • Investment advisory: Advising clients related to specific products and services
    • Portfolio advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology
  • Acquires new client relationships as well as broadening existing client relationships (greater share of wallet and higher cross sell ratios)
  • Focuses on AUM (Asset under management) and footings growth and appropriate assets
  • Has all clients’ files updated and ensures that all documents related to clients are available in order to comply to KYC and AML regulations
  • Develops comprehensive customized financial plans based on client risk profiles
  • Researches competitive offering and solicit client feedback for new product ideas
  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
  • Retains client ownership (strong knowledge of client account, transactions and all issues related to client
  • Escalates customer suggestions and concerns to the Prime Senior Relationship Officer and Head of prime
  • Submits call report and daily sales report (DSR) to the Prime Senior Relationship Officer and the Head of Prime
  • Monitors and supports Prime Assistant Relationship Managers
  • Acts as a “Trusted Advisor” to the affluent clients
  • Adheres to affluent banking service quality standards
  • Complies with affluent banking policies and guidelines
  • KEY PERFORMANCE INDICATORS (KPIs)
  • Cross-selling ratio: number of products sold per-customer
  • Percentage of fee based business
  • Average fee based business by customer
  • Operating revenue and net income per customer
  • Percentage of new customers acquired or lost in period
  • Percentage of inactive/zero balance accounts
  • Number of customers complaints and the recurrence of the same complaint
  • Customer feedback surveys and pulse checks
  • Customer satisfaction rate measured through customer satisfaction surveys
  • Achievement of individual sales targets and quality targets
  • Number of out-dated customers’ profile
  • Number of remarks and recurrence of remarks in quality assurance individual reports
  • Number of remarks and recurrence of remarks in audit reports
  • Number of remarks and recurrence of remarks in compliance reports

you can apply through this link :

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ملخص الوظيفة

  • تاريخ النشر : منذ أسبوع
  • نوع الوظيفة : دوام كامل
  • المكان : القاهره, Egypt
  • النوع : اى نوع

عن الشركة

  • إسم الشركة : EGBANK

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