Yahia Eisa Email & Phone Number

Cairo, Egypt

Egypt

Egypt

Qatar

• Key accounts management; oversee the corporate relationships from the retail prospective, consider market and economic conditions to formulate appropriate strategies.• Successfully oversee a portfolio of affluent/high net-worth customers to increase loyalty and increase repeat business.• Partner with the team to ensure customer needs are fully understood; identify and recommend the correct products and service propositions across customer segments to increase CBQ’s AUM.• Assist customers with making informed financial decision by ensuring they fully understand any investment they enter into, including associated risks/rewards, charging structures, and applicable penalties.• Verify alignment with SOPs by monitoring daily team activities.• Communicate with customers to garner feedback; analyse market trends and competitor activities to feed the development of business plans; and identify opportunities for business expansion in untapped markets. • Nurture business relationships with corporate decision-makers to promote CBQ products and services and to achieve incremental business. • Monitor risk factors to validate the achievement of corporate objectives for business growth and targeted returns. • Direct promotional activities that target/convert potential customers and to expand the existing customer base.

United Arab Emirates

• Cultivated robust relationships to sustain 24/7 customer service and maximize profitability. • Used advanced creativity to formulate and implement promotional plans that focused on market trends to accomplish business goals and objectives; proffered innovative inputs to help develop marketing campaigns focussed on maintaining/enhancing corporate growth.• Collaborated with HNWI to provide banking services such as deposits and loans to clients with a net worth of 10M+; quickly and accurately addressed/mitigated queries and grievances. • Verified compliance with all statutory rules/regulations in clearing loan proposals.• Significantly expanded the customer base to achieve elevated profitability and to increase operational efficiency within the Retail and SME Banking Groups.

Responsible for developing Sales, Brand & Services through:- Develop plans & build potential employer relationships to maximize market share and achieve sales growth through sales team.- Perform sales forecasting and set performance goals accordingly.- Manage and coordinate sales distribution through establishing sales territories and goals.- Manage a team that handles more than 2000 customers.- Training sales team on service launches, upgrades, and promotions. - Gaining customers' loyalty by maintaining strong relationship with them. - Identifying & solving customers' problems. - Analyzing market behavior and supporting managers with the suitable reports on the latest in the market. - Collecting information about competitive activities.

Dimploma, International Wealth And Investment Management, Pass With Merit

Dimploma, Financial Planning And Services, Pass With Merit

Diploma, Banking, Corporate, Finance, And Securities Law

CFA level 1 candidate

Bachelor'S Degree, Comm.