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Elite - Relationship Manager (Sadat City)

Sadat, Egypt

Job Purpose:

Deliver superior services to customers in professional and skillful order using the most up-to-date selling techniques to maintain customer loyalty, promote and sell bank products and services to achieve utmost customer satisfaction as well as branch business plan.


Job Responsibilities:

  • Ensure compliance to KYC principles and money laundry regulations requested by CBE and report suspicious money laundering operations.
  • Cater all customer walk-ins requests and provide required services.
  • Handle customer complaints and propose solutions to ensure customer satisfaction
  • Handle Branches operations related to customer service area.
  • Close monitoring to the Elite clients’ accounts, provide consultancy, cross selling other products and frequent checkup and visits to ensure continuous customer satisfaction while providing personalized services.
  • Keep updated and learns in depth about product features as well as competition.
  • Communicate to the Branch Manager all issues complaints (Reports, Statistics, Analysis…) related to department performance, obstacles, bottlenecks and propose solutions.
  • Develop customer’s relationship through responding to customer needs in a timely manner. Introduce, explain, and sell, cross sell, open account, up sell bank services and products clarifying all features to ensure customer understanding and satisfaction.
  • Undertake outside visits to new customers and save existing ones in coordination with the branch management.
  • Stick to the weekly sales standards of performance in terms of number of visits and tele-calling
  • Prepare all documents and ensure completeness of files to be ready for approval.
  • Ensure regular coordination between the branch and head office divisions to ensure providing superior services that meet customer needs and pay best efforts to achieve customer loyalty.
  • Achieve set target according to business plan.
  • Achieve volume and revenue goals via the combination of customer acquisition and relationship deepening.
  • Perform other related duties as requested by the Branch Manager.
  • Holds and maintain any assigned custody according to the designation sheet as a main holder or substitute.
  • Assigned with trade finance operations.


Minimum Qualification

  • Education: Bachelor's degree in business or related field.
  • Minimum 5 years of experience
  • Languages (Arabic, & English).
  • Legal and accounting principles of banking operations.
  • Teamwork spirit.
  • Communication skills
  • Concentrated and meticulous.
  • Patient and able to work under pressure.
  • Good Banking & Marketing knowledge.

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