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customer relationship management specialist Jobs in Cairo

customer relationship management specialist

relationship manager

Banque du Caire

<div>
 
 
 Job Summary
 
 
 
 Study and analyze the financial situation of current and new corporate clients and provide the necessary analytical reports to the credit management department to take the required decisions in accordance with the annual targets plan set by top management, in order to achieve objectives and increase the profitability of the credit portfolio.
 
 
 
 
 
 
 Job Description
 
 
 <ul>
 <li>
 Implement the annual financial target plans for all business sectors, for both existing and new clients, according to the objectives set by management, in line with credit policies, and in compliance with applicable laws, regulations, and related policies.
 </li>
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 Prepare a schedule of field visits to clients in order to identify their financing needs and obtain the necessary documents to assess their financial position.
 </li>
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 Prepare analytical reports for the financial statements of targeted clients and review the consolidated credit positions available at the Central Bank to determine the client&rsquo;s credit rating and the possibility of dealing with them, in order to identify the optimal structure for their credit facilities.
 </li>
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 Coordinate with the Central Information Department and the client to determine the list of documents required from the client and accordingly schedule a meeting between the representative of the Information Department and the client for the purpose of defining the client&rsquo;s credit facility request.
 </li>
 <li>
 Prepare credit studies and market studies for client requests in light of the bank&rsquo;s credit policy and the Central Bank&rsquo;s regulations and submit recommendations to the Credit Risk Department before presenting them to the competent credit committee.
 </li>
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 Attend credit committee meetings to present and discuss the client&rsquo;s case and respond to committee inquiries.
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 Prepare contracts and client-related documents after the committee&rsquo;s approval is issued and follow up on credit in accordance with applicable procedures.
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 Coordinate with the concerned departments, the branch, and the client to facilitate credit facility utilization processes.
 </li>
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 Follow up with existing clients, evaluate and prepare analytical reports, and handle credit facility renewals by reviewing clients&rsquo; utilizations to assess the achievement of targets.
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 Promote banking services to existing clients in coordination with the concerned departments, with the aim of expanding banking activities and increasing profitability.
 </li>
 </ul>
 
 
 
 
 
 Job Qualifications
 
 
 <ul>
 <li>
 A university degree in Business Management, Banking, Finance, or a related field, or equivalent qualifications.
 </li>
 <li>
 Relationship Manager: 3 to 5 years of experience in banking, including at least 2 years in credit.
 </li>
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 Senior Relationship Manager: 5 to 7 years of banking experience, with a minimum of 4 years in credit.
 </li>
 <li>
 Successful completion of a credit-related course is required.
 </li>
 </ul>
 
 
</div>

Corporate Banking Relationship Manager / Senior Relationship Manager

بنك التعمير والإسكان HD Bank

<div>
 
 
 HD Bank is looking for a talented Royal Relationship Managers in the following branch&rsquo;s locations:
 
 
 
 
 
 <ul>
 <li>
 
 Cairo Governorate (Downtown - New Cairo -Badr City)
 
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 Giza Governorate (Mohandessen -Haram- 6th of October-Zayed area.)
 
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 <li>
 
 Alexandria Governorate
 
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 <li>
 
 Damietta Governorate
 
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 Minya Governorate (Mina - Samalut )
 
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 <li>
 
 Beni-Suef Governorate
 
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 <li>
 
 Assiut Governorate
 
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 <li>
 
 Dakahlia Governorate (Gamasa )
 
 </li>
 </ul>
 
 
 
 Job Responsibilities:
 
 
 
 
 
 
 <ul>
 <li>
 
 Providing banking products and services for the royal clients.
 
 </li>
 <li>
 
 Managing the relationship with the royal clients to retain existing clients and expand the existing portfolio.
 
 </li>
 <li>
 
 Manage the customers portfolio effectively to increase the bank&rsquo;s segment profitability.
 
 </li>
 <li>
 
 Ensure providing prompt assistance to the Royal clients.
 
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 Ensure customers satisfaction and aligning with the concerned bank&rsquo;s functions to solve the Royal client&rsquo;s complaints.
 
 </li>
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 Ensure meeting the business sales plan targets for the royal segment.
 
 </li>
 <li>
 
 Ensure constant contact and follow up with the royal clients to ensure providing them with the best services and financial solutions.
 
 </li>
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 Preparing and submitting the required monthly reports related to the managed portfolio.
 
 </li>
 <li>
 
 Follow up on the royal clients&rsquo; requests.
 
 </li>
 <li>
 
 Ensuring compliance with the bank's policies and regulations.
 
 </li>
 </ul>
 
 
 
 
 
 
 Job Qualifications:
 
 
 
 
 
 
 <ul>
 <li>
 
 A relevant University degree
 
 </li>
 <li>
 
 Minimum 3 to 5 years&rsquo; experience in the retail banking.
 
 </li>
 </ul>
 
 
</div>

Royal Relationship Manager

Fawry MSME Finance

<div>
 <li>
 
 Acquire new B2B SME clients through proactive prospecting, referrals, and market networking.
 
 
 </li>
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 Conduct market mapping and lead generation to identify potential SME clients and business opportunities.
 
 
 </li>
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 Build and maintain strong B2B relationships to drive sustainable portfolio growth.
 
 
 </li>
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 Assess clients&rsquo; financial and business needs to propose suitable financial solutions.
 
 
 </li>
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 Prepare and submit accurate and complete loan applications in coordination with internal teams.
 
 
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 Collaborate with Credit, Risk, and Operations teams to ensure smooth and timely onboarding of new clients.
 
 
 </li>
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 Monitor clients&rsquo; financial performance to ensure portfolio quality and minimize risk.
 
 
 </li>
 <li>
 
 Achieve acquisition and portfolio growth targets in line with business objectives.
 
 
 
 
 
 </li>
 Requirements
 
 
 
 &middot; Bachelor&rsquo;s degree in finance, Business Administration, or a related field.
 
 
 
 &middot; Previous experience from 1-3 years in financial services or banking is a must.
 
 
 
 &middot; Customer Relationship Management and Client Servicing skills.
 
 
 
 &middot; Experience in acquiring and managing FMCG clients.
 
 
 
 &middot; Market Research and Business Development skills..
 
 
 
 &middot; Excellent Communication and Negotiation skills
 
 
 
 
 
</div>

SME Relationship Manager

Sprout Recruit

<div>
 
 About WeCOMM:
 
 
 WeCOMM is a leading real estate brokerage firm dedicated to connecting clients with top tier real estate projects. We pride ourselves on our professional approach and strong relationships with developers and clients alike.
 
 
 
 
 
 Position Overview:
 
 
 We are seeking a motivated and organized Sales Relationship Manager to join our team. The successful candidate will manage and coordinate a key project with our developer partner, Concert. This role requires excellent communication and organizational skills to effectively handle project coordination, client relationships, and meetings.
 
 
 
 
 
 Key Responsibilities:
 
 
 &bull; Serve as the primary point of contact for the Concert project from the developer&rsquo;s side.
 
 
 &bull; Coordinate project activities, schedules, and meetings between the developer, clients, and internal teams.
 
 
 &bull; Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. &bull; Provide timely updates and reports on project status to management and stakeholders.
 
 
 &bull; Support the sales team by facilitating smooth communication and collaboration across departments. Requirements:
 
 
 &bull; Good command of English (B1+/ B2 level) &ndash; both spoken and written.
 
 
 &bull; Experience in sales, real estate, or project coordination is a plus but not mandatory.
 
 
 &bull; Strong organizational and multitasking skills.
 
 
 &bull; Ability to work independently and as part of a team.
 
 
 &bull; Open to both female and male candidates.
 
 
 
 
 
 Why Join WeCOMM? &bull; Opportunity to work on exciting real estate projects. &bull; Collaborative and supportive work environment.
 
 
 
 
 
 &bull; Location in the vibrant Katameya, 5th Settlement area.
 
 
 If you are proactive, client-focused, and ready to grow your career in real estate, we would love to hear from you!
 
</div>

Sales Relationship Manager

Abu Dhabi Islamic Bank - Egypt

<div>
 
 
 
 JOB PURPOSE
 
 
 
 
 Acts as a single point relationship management of the bank for the high net worth customers in the priority Mortgage Real Estate Finance,provides Professional financial and Mortgage Real Estate advises/solutions and perform funds management and planning services for portfolio of " Mortgage Real Estate" customers in addition to increasing the number of Mortgage Real Estate customers, retaining and increasing the loyalty of current customers by providing high quality service to them and resolving their complaints, and cross sells various products and services.
 
 
 
 
 
 
 
 KEY ACCOUNTABILITIES
 
 
 
 <ul>
 <li>
 Driving priority banking growth and delivering exceptional portfolio targets performance by identifying and meeting customer needs through selling a range of ADIB Mortgage Real Estate Finance products and acting as an advisor to mass affluent customers.
 </li>
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 Managing a portfolio of all banking customers and offering full range of Mortgage Real Estate Finance services .in order to achieve revenue goals and portfolio growth targets across a range of products and services for a specific per-defined set of customers to create a profitable durable relationship
 </li>
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 Achieve volume and revenue goals via the combination of customer acquisition and relationship widening; in addition to growing network of clients through using diverse sources.
 </li>
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 Focusing exclusively on priority banking clients (Mortgage Real Estate Finance).
 </li>
 <li>
 Offering Bulk Mortgage finance deals to Payroll accounts.
 </li>
 <li>
 Actively identify new customers, grow affluent customer&rsquo;s portfolio by introducing higher number of 'NTB' &lsquo;new to bank&rsquo; affluent customers.
 </li>
 <li>
 Visiting potential clients for Mortgage Real Estate Finance products and preparing presentations for potential clients to present ADIB priority products to enhance sales.
 </li>
 <li>
 Enhancing existing customer&rsquo;s relationship and their needs to be reflected into each customer&rsquo;s plan.
 </li>
 <li>
 Achieving a monthly Mortgage Real Estate Finance target in addition to an aggressive Upgrade target
 </li>
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 Responsible for the growth, product management, &amp; profitability of ADIB Priority Proposition across the ADIB Bank Egypt .
 </li>
 <li>
 Deliver world class customer service practices and ensure adherence to ADIB Service standards
 </li>
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 Ensure that customers are directed to the most appropriate service delivery channel to meet their needs.
 </li>
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 Own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Ensure handling &amp; covering all customers&rsquo; requests/ inquiries to deliver services excellency
 </li>
 <li>
 Maintain sales performance statistics for management information usage.
 </li>
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 Building the business, deepening relationships and effectively executing the sales process.
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 Provide the assigned portfolio of affluent customers with personalized service; so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty.
 </li>
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 Maintain a superior customer service experience including per-emptying issues and proactive servicing.
 </li>
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 Ensure delivery of customer promise and practice brand values, continue to maintain and improve the quality of service offered.
 </li>
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 Follow up with others, departments, pipeline credit/ operations/ legal dept. on pending cases.
 </li>
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 Ensure the implementation of all Bank policies / procedures / compliance requirements are in place.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 Minimum Qualifications:
 
 
 
 
 
 
 
 <ul>
 <li>
 University/Collage Degree.
 </li>
 <li>
 1-3 years of sales experience in real estate or Mortgage finance sector.
 </li>
 </ul>
 
 
</div>

Mortgage Relationship Manager

<div>
 
 To manage a portfolio with coverage of SME/ BB customers in Cairo and other governorates in Egypt (excluding Alex and Delta), marketing &amp; soliciting new relationships in-order to achieve predetermined objectives.
 
 
 
 KEY ACCOUNTABILITIES
 
 
 
 
 Functional
 
 
 <ol>
 <li>
 Screens proposed customers against Target Market Plan and Risk Acceptance Criteria, to initially identify ADIB EGYPT credit risk appetite for obligors and setting the facility structure, subject to Business and Risk Management approvals and the Wholesale Bank Policy.
 </li>
 <li>
 Furnishes / updates the Business Analyst with client information, financial statements, and relevant data, for the different types of CA reviews (Annual, Initial, Interim etc.).
 </li>
 <li>
 Reviews/Approves extensions of credit (for Credit Officers) and ensure that the data within these extensions of credit are accurate and that they are designed with the appropriate requested facility package and all credit risks are properly addressed.
 </li>
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 Ensures that the extensions of credit are consistent with the relationship profile and endorsing the risk/reward balance.
 </li>
 <li>
 Ensures appropriate obligatory / facility risk ratings in line with the risk ratings Policy of the bank.
 </li>
 <li>
 Conducts regular accounts follow up assisted by periodical reports to avoid the manifestation of past dues, excess and the breach of terms and conditions of the approved facilities.
 </li>
 <li>
 Monitors changes in the risk position of the clients using renewal and monitoring tools, and are promptly communicated to Business and Risk managers.
 </li>
 <li>
 Maintains regular contacts with customers to sort any internal/ departmental issues with immediate action, supporting CSU Service Unit to serve customers in the best way, as per approved SLA.
 </li>
 <li>
 Conducts periodic client calls / site visits and document client calls with the frequency indicated in the Credit Analysis section.
 </li>
 <li>
 Maintains customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on bank&rsquo;s range of financial products as well as customers&rsquo; financial needs.
 </li>
 <li>
 Provides quality service to clients and closely follow up and ensure the processing of all requests (new facilities, increase of existing facilities, amendments, waivers, operations requests etc.) up to their satisfaction duly within SLAs without deviation.
 </li>
 <li>
 Prepares target list of potential relationships.
 </li>
 <li>
 Conducts marketing calls to screen the market And approaching potential relationships.
 </li>
 <li>
 Identifies expansion opportunities with existing clientele base to achieve portfolio growth.
 </li>
 <li>
 Monitor practices of competition and report findings to Unit &amp; Department Heads.
 </li>
 <li>
 Provides product specialists with qualified referrals for cross-sell. Responsible for overall parent relationship management and providing a wide range of treasury, cash management, trade and corporate finance products and solutions.
 </li>
 <li>
 Closely monitors Past Dues Report, and take any required action, after consulting with Unit Head and/or Wholesale Bank Head.
 </li>
 <li>
 Ensures that extensions of credit follow regulatory limits and the Central Bank of Egypt regulations and guidelines.
 </li>
 <li>
 Initiates &ldquo;credit checking&rdquo; and &ldquo;Central de Risqu&eacute; &ndash; CBE&rdquo; requests, and ensure their completeness by the time of the credit approval.
 </li>
 <li>
 Provides recommendations to improve the current procedures and processes to ensure that work is carried out in an efficient manner.
 </li>
 <li>
 And any other assigned tasks.
 </li>
 </ol>
 
 
 QUALIFICATIONS
 
 
 
 
 Academic and professional qualifications
 
 
 <ul>
 <li>
 University/College Degree
 </li>
 <li>
 Credit Risk course
 </li>
 <li>
 MA /MBA is an advantage
 </li>
 </ul>
 
 
 Experience and other requirements
 
 
 <ul>
 <li>
 Basic Qualifications:
 </li>
 <li>
 Islamic Banking Knowledge
 </li>
 <li>
 Ability to build and sustain good personal contacts with client executives at varying levels of seniority, balancing client needs and ADIB EGYPT objectives /priorities.
 </li>
 <li>
 Creativity - an enquiring mind willing to develop a detailed understanding of client issues/needs and develop ideas/solutions in response Strong work ethic; high energy levels; results oriented - a self-starter prepared to take the initiative to start topics and/or follow issues through, whilst exercising judgment as to when to seek assistance.
 </li>
 <li>
 Networking - Maintaining close contact with coverage, product and risk specialists within NBD.
 </li>
 <li>
 Natural Team Player - Having an adaptable/flexible approach; willing to work in a co-operative manner to fulfil client and internal requirements.
 </li>
 </ul>
 
 
 Minimum Experience:
 
 
 
 RM: Min 5 years of Experience + CC Certified.
 
 
 SRM: Min 7 years of Experience + CC Certified.
 
</div>

SMEs / Business Banking- Relationship Manager/Senior Relationship Manager

<div>
 <li>
 
 Lead and supervise a team of SME Relationship Managers to ensure achievement of sales and portfolio quality targets.
 
 
 </li>
 <li>
 
 Oversee the development and maintenance of strong relationships with SME clients to drive business growth and customer satisfaction.
 
 
 </li>
 <li>
 
 Review and approve loan applications prepared by the team, ensuring accuracy and alignment with credit policies.
 
 
 </li>
 <li>
 
 Guide the team in assessing clients&rsquo; financial needs and providing tailored financial solutions.
 
 
 </li>
 <li>
 
 Monitor team performance, client portfolios, and market trends to identify business opportunities and mitigate risks.
 
 
 </li>
 <li>
 
 Coordinate with internal departments (Credit, Risk, and Operations) to ensure smooth and timely processing of SME applications.
 
 
 </li>
 <li>
 
 Conduct regular coaching sessions to enhance the team&rsquo;s sales, credit analysis, and relationship management capabilities.
 
 
 </li>
 <li>
 
 Ensure high levels of customer retention through proactive portfolio management and service quality.
 
 
 </li>
 <li>
 
 Prepare performance reports and share feedback with management to support strategic decision-making.
 
 
 
 
 
 </li>
 Requirements
 
 
 <li>
 
 Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a related field.
 
 
 </li>
 <li>
 
 5-7 years of experience in SME banking or lending, including solid experience in B2B sales and relationship management.
 
 
 </li>
 <li>
 
 Proven background in managing corporate or SME client portfolios and achieving business growth targets.
 
 
 </li>
 <li>
 
 Strong understanding of SME products, credit analysis, and financial statement evaluation.
 
 
 </li>
 <li>
 
 Demonstrated ability to build and maintain long-term relationships with business clients.
 
 
 </li>
 <li>
 
 Excellent leadership, coaching, and team management skills.
 
 
 </li>
</div>

SME Relationship Manager Team Leader

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