Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service tailored to each client's individual needs. Highly respected professional with exceptional knowledge in risk management. Continuously finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of experience assisting clients with financial planning processes and assessing financial data, bringing dynamic collaboration, decision-making skills, and strong interpersonal skills to the table. Passion for client satisfaction drives constant learning and growth in a dynamic environment. Ready to utilize and further develop relationship-building and customer service skills in a Relationship Manager role.
Hi, I’m
AMIR IBRAHIM
Wealth Relationship Manager
New York,NY
Summary
Overview
14
years of professional experience
6
years of post-secondary education
2
Languages
Work History
Velocity Commerce
Account Receivable Consultant
09.2023 - Current
Job overview
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Collected, arranged, and input information into database system.
- Analyzed financial data to identify cost-saving opportunities, advising clients on budget optimization strategies.
Alexbank
Affluent & Private Relationship Manager
09.2021 - 09.2023
Job overview
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
Emirates NBD Bank
Personal Relationship Manager
01.2019 - 09.2021
Job overview
- Managed a diverse portfolio of retail clients, providing financial advice and promoting the bank's products
- Conducted regular financial reviews to assess clients' needs and recommend suitable financial solutions
- Achieved and exceeded monthly sales targets through proactive cross-selling and upselling strategies
- Implemented a customer segmentation strategy, leading to a 50% improvement in client engagement and retention
- Developed and delivered financial literacy workshops for clients, enhancing their understanding of investment options and financial planning
- Led a team initiative to revamp the branch's customer service process, resulting in a 30% reduction in customer complaints
Credit Agricole Bank
Relationship Officer
03.2015 - 01.2019
Job overview
- Managed a diverse portfolio of retail and SME clients, providing financial solutions and maintaining strong client relationships
- Conducted in-depth financial analyses to identify clients' needs and recommend appropriate banking products
- Achieved monthly and quarterly sales targets through effective cross-selling and upselling techniques
- Consistently ranked among the top three relationship officers in terms of sales performance
- Played a key role in identifying process bottlenecks and suggesting improvements, contributing to a reduction in loan approval time
Travco Group (Thomson & First Choice)
Senior Travel Consultant
11.2010 - 02.2015
Job overview
- Served as the point of contact for British tourists, providing travel advice, handling tour arrangements, and resolving issues
- Conducted guided tours and excursions, ensuring a memorable travel experience for clients
- Maintained detailed records of client preferences and feedback to tailor future travel recommendations
- Earned recognition as a top-performing travel consultant based on positive client feedback and high customer satisfaction scores
- Successfully resolved a critical client issue during a tour, receiving commendation from both the client and the British agent for handling the situation effectively
- Developed and delivered an informative presentation on local attractions and cultural sites, enhancing the quality of guided tours and enriching the client experience
Education
Arab Academy For Science And TechnologyAlexandria, Egypt
MBA from E- Business
12.2020 - 08.2023
University Overview
Fayoum UniversityFayoum, Egypt
Bachelor of Tourism And Hotels from (Guidance Department)
09.2006 - 06.2010
University Overview
Skills
Courses And Trainings
Courses And Trainings
- Customer Service Course
- Interpersonal Effectiveness Training
- Digital Transformation Fundamentals
- Certification in Compliance & Financial Security
- Banc Assurance (Selling Skills) Workshop
- Forgery Detection & Prevention Workshop
Timeline
Account Receivable Consultant
Velocity Commerce
09.2023 - Current
Affluent & Private Relationship Manager
Alexbank
09.2021 - 09.2023
Arab Academy For Science And Technology
MBA from E- Business
12.2020 - 08.2023
Personal Relationship Manager
Emirates NBD Bank
01.2019 - 09.2021
Relationship Officer
Credit Agricole Bank
03.2015 - 01.2019
Senior Travel Consultant
Travco Group (Thomson & First Choice)
11.2010 - 02.2015
Fayoum University
Bachelor of Tourism And Hotels from (Guidance Department)
09.2006 - 06.2010
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