RM

؜ - ؜الجيزة ؜ -

تفاصيل الوظيفة


  • 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

ملخص الوظيفة

  • المُعلن : EGBank
  • تاريخ الإعلان : 06/06/2022
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • مكان العمل : الجيزة
  • الراتب : -
  • الهاتف : -

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