Rm

2 weeks ago


مصر, Egypt EGBank Full time

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


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