Company: EGBank
Location: Egypt
Employment Type: Full-time
Description:
Market the full range of products & service to Private Banking clients’ segmentation and contribute effectively in achieving the Private Banking budget while identifying and meeting customer needs
Manage and increase the portfolio by acquiring NTB private banking customers and cross sell EG-Bank services and products to existing and prospective customers
Establish and achieve sales and revenue targets for existing and new clients in addition to monitoring and leading other RMs
Serve new, existing private banking clients and institutional relationships through providing them a full suite of financial products and services considering the clients’ needs
Handling all Private Banking customers’ inquiries and complaints and ensure resolving them efficiently within the set TAT while delivering a consistent and tailored private management service to Private Banking clients and developing a long term, in depth client relationship.
Analyze portfolio performance statistics to better… understand customer behavior and plan for future activities with a continuous focus towards helping the client to adapt to changes in personal circumstances and financial environment
Review daily inflows/outflows of the assigned portfolio to retain clients and avoid losing funds
Ensure that customers are receiving a superior service and aligned with EG-Bank guidelines, services standards and CBE regulations
Respond positively and diligently to colleagues and coordinate and communicate effectively with the Branches and support units to ensure that customers’ requests are processed timely and effectively
Responsible for conducting an in-depth market scan on competitors offering within the Private Banking proposition and provide recommendations to the products & segments team on improvements
Source: Indeed
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