Advance Relationship Advisor

2 weeks ago

Egypt EGBank Full time 40,000 - 60,000 per year

Market the full range of products & service to Advance clients' segmentation and contribute effectively in achieving Advance budget while identifying and meeting customer needs

Assist the Advance Sales Supervisor in managing and increasing the portfolio by acquiring NTB advance customers and cross sell EG-Bank services and products to existing and prospective customers

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

Update 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.

Handling all Advance customers' inquiries and complains assigned and ensure resolving them efficiently within the set TAT while managing the day to day administrative activities.

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

Assist the Advance Sales Supervisor to conduct an in-depth market scan on competitors offering within the Advance proposition and provide recommendations on improvements

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.

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