Prime Assistant Relationship Manager

6 months ago


مصر, Egypt EGBank Full time

1. Market the full range of products & service to Prime clients’ segmentation and contribute effectively in achieving the prime budget while identifying and meeting customer needs through assisting the Senior RM & RM in preparing investment proposals for clients and providing accurate customer information

2. Assist the Senior RM & RM in managing and increasing the portfolio by acquiring NTB prime customers and cross sell EG-Bank services and products to existing and prospective customers

3. Serve new, existing prime clients and institutional relationships within the Area through providing them with a comprehensive advisory services and a full suite of financial products and services considering the clients risk profiles

4. Support the Senior RM & RM in Updating all KYC for clients within the assigned portfolio and ensure that all documents related to those clients are available in order to comply to KYC and AML regulations.

5. Handling all Prime customers’ inquiries and complains assigned and ensure resolving them efficiently within the set TAT while managing the day to day administrative activities to support the Senior RM & RM

6. Ensure that customers are receiving a superior service and aligned with EG-Bank guidelines, services standards and CBE regulations

7. Assist the Prime RM to conduct an in-depth market scan on competitors offering within the prime proposition and provide recommendations to the Senior Relationship Manager on improvements

8. Respond positively and diligently to colleagues and coordinate and communicate effectively with the Branch staff and support units to ensure that customers’ requests are processed timely and effectively

9. Prepare a daily sales report inclusion all sales activity and call reports to share it with the assigned Senior RM in alignment with the Relationship Manager of the assigned Branch



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