Mohamed Tolis Email & Phone Number

Dubai, United Arab Emirates

• Provide financial services solutions to HNWI and UHNWI client base• Servicing new and existing HNWI clients relationships in the region by providing them with the full suite of financial services and products• Developing a business plan to acquire new client relationships as well as broadening existing client relationships • Adhering to Private Banking service quality standards • Complying with Private Banking policies and guidelines • Develop comprehensive customized financial plans based on client risk profiles • Achieving sales targets in line with best practice standards of services and acting as a Trusted Advisor to the HNWI clientele • Continues monitoring of client portfolios ( quarterly reviews and annual rebalancing )• Research competitive offering and solicit client feedback for new product ideas • Escalate customer suggestions/concerns to the Country/Region head• Providing the highest level of customer service to clients ( proactive calls and visits )• Mentoring Assistant Relationship Managers• Retain client ownership ( strong knowledge of client accounts, transactions and all issues related to client )• Have all clients files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations

Dubai, United Arab Emirates

•Accelerating cross border customer acquisition for cross border clients residing in the host country.•Provide exceptional service to the new and existing cross border clients.•Growing relationships with existing cross border clients holding an Arab Bank account in the UAE & obtain new referrals.•Achieving Arab Bank strategy in line with best practice standards of services and acting as a " Trusted Advisor " to the cross border Elite & Premium clients.•Monitor own portfolio growth ( Assets / Liabilities ) and maximise profitability through cross selling to existing and new clients.•Handle & Coordinate operational issues across countries in additional to customer inquiries and requests.•Develop an action plan to acquire new clients relationships as well as broadening existing client relationships.•Develop relationships with companies, to facilitate customers acquisition from Arab nationalities toward home countries.•Managing inbound/outbound referrals between home and host countries.•Actively participate in community events and organisations to promote cross border program.•Targeting Arab customers interested to invest in Plc. home countries.Work closely with country CB team & program heads at head office to manage road shows, activities and participations in global events.•Adhere to Elite & Premium banking service quality standards.

Dubai, United Arab Emirates

•Manage a portfolio of over 100 Companies and focusedto increase revenue by cross selling all banking productslike priority accounts, loans, deposit, mortgage, andinvestment.•Arranging help desk and kiosk to generate more businessfrom assigned companies.•Holds regular meetings with portfolio clients andmaintain on-going dialogue with them to discuss theirfinancial needs and introduce products and services tomaximize portfolio revenues.•Provide excellent customer service to all bankingrelationships and received appreciation emails for goingextra miles in providing customer service.•Ensures all regulatory, audit and compliance issues are inplace and all the internal controls are to maintain higheststandards of operational efficiency.•Conceptualizing and implementing the competentstrategies with a view to penetrate new accounts andexpand existing ones for a wide range of asset / liabilityproducts and services.

Dubai

•Maximizing the opportunities for HSBC to achieve theRBWM plans/metrics.•Leading the Corporate Banking proposition to ensureopportunities are identified and client’s needs are meteffectively.•Managing portfolio and resolving end to end service issues.•Working hard to market and sell the banks products like bank account, mortgages, loans, Insurance and credit cards etc. •Visiting customers to improve business relationships with them.•Rigorously implementing performance management systems and techniques.•Prospect for potential clients and convert them into increased business opportunities.

Dubai

•Serve as the primary point of contact, responsible for retail sales, service and client experience for ADIB gold ‘Service’ clients Sales•Conduct banking discussions with assigned portfolio of clients to understand client needs; clearly create, communicate, and execute solutions•Identify new business, build and deepen relationships to gain incremental wallet share, and cross sell opportunities within the assigned portfolio •Ensure productivity, service and client satisfaction indicators are above the minimum defined standard•Ensure client’s documentation and information is up to date and complete according to the Retail Bank and regulatory requirements. Follow up on documentary exceptions until they are regularized.•Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit (i.e. KYCs)•Received award for generating highest revenue by collecting highest premium on insurance

United Arab Emirates

Delegating tasks.Monitoring the team's performance.Assisting the team by performing the tasks with them.Helping with training and development.Completing paperwork (yes, there's always admin to do).Handling complaints (from both staff and customers).Reporting to senior management / personnel when required.Establish bond and relationship with the customer through cordial,respectful and professional interaction. Ensures that the customers aresatisfied in all cases.Contribute to the team spirit with respect to a "sales oriented" and customerservice oriented" culture, commitment and sense of belonging among the team

Alexandria Egypt

-Promoting and selling products and services to customers.-Dealing with inquiries.-Handling customer complains.-Respond promptly to customers inquiries..-Using IT system to update account details.-Highest achiever and top performer of salesPart of the outbound team.-In charge of sales through telephone.-Solved problems and practiced interpersonal skills.-Communicated with customers on an international level.-Follow up sales leads for business expansion.-Maintain business plans for marketing purposes.-Advise buyers regarding various offers and payment options and close productive deals.

Bachelor'S Degree, International Law And Legal Studies

Mini Mba, Business, Management, Marketing, And Related Support Services

Bachelor'S Degree, International Business

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