Ahmed Rami Refaat Email & Phone Number

Liverpool, England, United Kingdom

Liverpool, England, United Kingdom

Dubai

Manage a portfolio of Premier customers using Financial Planning tools .Maintain regular reviews with clients to understand changes in Circumstances and required adjustments to their plans .Update clients with market changes an possible impact on current and future investments .

Dubai

• Managing and developing a portfolio of corporate relationship in term of liabilities .• Market and solicit new corporate relationships for liabilities including deposits and investments .• Handling corporate secured borrowing portfolio in terms of growth, quality and profitability .• Ensure quality of portfolio in terms of concentration and cost .• Generate revenue streams through cross selling of investment products .• Increase the profitability of Division through quality booking of business .

Abu Dhabi / Dubai / Sharjah

• Optimizing the potential value of the HNI base through the delivery of wealth management products and services and actively identify new customers .• Maximizing Profitability from the HNI base whilst countering form other providers offering alternative investment opportunities.• Safeguard the Bank from Potential loss.• To continue to maintain and improve the quality of service offered to HNI customers .• Achieve revenue goals ,sales & portfolio growth targets across a range of products & services . • Acting Unit Head for Sharjah & N. Emirates Wealth Management.• Coach and mentor junior members of the team in terms of knowledge ,selling technics , problem solving and bank processes .

Abu Dhabi, United Arab Emirates

• Optimizing the potential value of the priority base through the delivery of wealth management products and services and actively identify new customers .• Maximizing Profitability from the Priority base whilst countering form other providers offering alternative investment opportunities.• Safeguard the Bank from Potential loss.• To continue to maintain and improve the quality of service offered to Priority customers .Achieve revenue goals ,sales & portfolio growth targets across a range of products & services .

Abu Dhabi, United Arab Emirates

• Providing information and services regarding Bank’s Investment products such as Mutual Funds & Structured Notes.• - Identify new investment opportunities as well as potential customers depending on their risk profile .• - Follow up redemption requests and schedule of products maturity in order to rebook the funds in new products.

Abu Dhabi, United Arab Emirates

• Provide the bank services to the branch customers within bank policy and procedure in the frame of team environment with proper management on service time to achieve the financial and non-financial pre decided targets.• Increase the segment profitability by effectively cross selling various personal- banking products. • Answering/handling customers’ inquires, requests and complaints.

Cairo , Egypt

• Managing & increasing branch portfolio by establishing new relationships with selected customers whose criteria is set by the region .• Selling and cross selling bank’s products in order to achieve monthly targets and increase bank’s profitability .• Handling Customer Complaints and service issues to guarantee the service level set by HSBC Group .

Red Sea Governorate, Egypt

• Applying service standards set by Aggressor Fleet Int’l to guarantee Customer’s satisfaction a good level of service on the personal and group level .• Handling marketing activities through multiple ways of communication with local and international tour operators • Solving problems that might decrease the level of service provided to our customers to guarantee their satisfaction .

Red Sea Governorate, Egypt

• Running the daily process of dive trips , courses & diverse daily activities .• Ensured customer’s satisfaction through maintaining a good level of service on the personal and group level .• Handling marketing activities through multiple ways of communication with local and international tour operators .• Solving any problems that might decrease the level of service provided to our customers to guarantee their satisfaction .

Bachelor'S Degree, Accounting

Education record