Yasmine Halim Email & Phone Number

Main Responsbilities in Retail Banking and Wealth Management (RBWM) serves more than 50 million customers worldwide:- Understanding and meeting customer needs, maximising the opportunities for HSBC to achieve the RBWM plan/metrics.- Leading the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources.- Compliance with the relevant Group standards and the Regulatory organisation as applied to the implementation of the RBWM strategy in their country.- Managing portfolio of customers & corporates, responsible for generating leads and sales from the Personal Banking, advance and premier proposition to Wealth.- Holding Lending Approval authorities matrix appropriate to my role.- Operates within the approved operating and strategic plan process to develop the RBWM business.- An broad knowledge of financial planning and defining customer needs.- Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs.- An understanding of Credit Policies and Lending Guidelines.- Proven ability in customer relationship management.

Egypt, Head Quarter

Role Overview:To provide a high quality, customer driven service by pro-actively identifying and addressing customer needs in order to assist HSBC in the achievement of its plan.To assist all customer types covering Premier, Advance, Mass and Commercial Banking and assisting associates with approvals over their limit. Duties & Responsibilities:Providing a personalized, friendly and efficient cashiering service;Provide exceptional, efficient counter service for all customer segments, Retail Banking and Wealth Management (RBWM), Premier and Corporate.Pro-actively encouraging new and existing customers to register for, and use, alternative delivery channels e.g. Personal Internet, Banking/self-service equipment for routine queries/transactions;Making effective customer contact to identify and address customer needs by actively promoting relevant bank solutions, referring on as appropriate;Updating customer profile screens with details of customer contact;Work closely with sales floor team to make effective referralsComplete declarations forms properly and obtain clear and meaningful explanations on the source of fundsComply with policy and regulations to get satisfactory audit report with nil repeated recommendationsAbide by Group and Local procedures; Know Your Customer (KYC) requirements; Money laundering deterrence and audit recommendations. Experience & Qualifications:Knowledge of cashiering procedures and regulationsAbility to complete all levels of transactions for all segments of customersKnowledge of core products, account opening systems and Customer Relationship Management systemKnowledge of all branch operational proceduresMoney Laundering Awareness Certificate heldKnowledge of Financial Services Act (FSA) and Consumer Credit Act (CCA) implicationsUnderstanding of scored lending- Other Tasks and Main responsibilities Will be furnished Upon Request

Heliopolis - New Cairo

Barwa New Cairo ProjectMain activities and responsibilities• To manage day-to-day sales centre operations during working hours.• Supporting Sales staff to handle density of walk-ins• Handling customer registrations and data collection• Support for managing QD customer contact – Service via all channels.• To collate, analyse and interpret reports to provide meaningful information for senior management.• Provide actionable information on walk-in’s volume, trends, and customer behaviour.• To continuously monitor performance indicators and capacity plans in order to achieve optimalperformance.• Support sales managers & marketing managers at all time• Work across all levels and functions with other departments• Capturing & Handling confidential information, including contracts• Updating the system daily & high knowledge of Microsoft office• Managing all appointments with sales & prospects & business marketing partners.• Receiving and processing incoming and outgoing mails & calls (Internal & External)• Liaising with Property Managers, property consultants & sales operation• Generating weekly, monthly, quarterly & annual reports• Capacity planning for the contact centre.• Hardware and software administration & access control• Internal: Effective communication & customer satisfaction with all customer related departments to reach quality customer experience.• External: Handling external customers professionally.

Emirates Nbd Head Quarter

Reporting:* Analysing the a monthly activity by Desk/District.* Comment on the monthly revenues. * Quarterly analysis on the LCD & CBD trade activity.* Semi-annual presentations to the top management.* Quarterly reporting to GTS on the consolidated results.* Maintaining non-accounting database of the Trade clients.Follow ups:* Follow up on the branches trade activity (Trade Middle Officers), and ensure the efficient processing of day to day operations.* Follow up with the Senior Trade Managers the client’s visits and setting a register for call reports.* Propose to STM solution to increase trade portfolio accordingly.Trade Banks:* Receive and review requests of Bank lines allocations of from Trade Back Office.* Request bank lines approvals from Transactions Bank Group.* Requests of amendments / cancellation of approved allocations.* Submitting the approvals to the Trade Back Office.* Follow up on the approvals.* Communicate with the Corporate banking the Preferred banks.* Coordinating with the legal department and trade back office (LG’s department) the wording of the international guarantees.* Maintaining adequate register for the bank lines allocations, including all the details of each transaction.

Heliopolis District

* Attract, serve, and retain existing and potential customers to maximize bank profitability and to meet and exceed customer expectations.* Sell bank products and services to customers to achieve business targets.* Receive and Advise customers and non-customers in order to satisfy their needs and build a long-term business relationship with them.* Cross-sell other bank’s products and services to existing customers to maximize bank’s profitability.  * Follow up on delinquent customers to ensure full payment of the overdue amounts to minimize Risk exposure.  * Prepare, and review all required reports and KYC (Compliance) forms to ensure that all transactions are adhered to the bank’s policies and procedures.  * Receive, handle and resolve customer complaints in a timely manner to maintain or increase customer satisfaction.* Meeting sales targets and managing budgets. * Understanding customer’s needs, recommending suitable products and making sales.

Maadi

Sub entity: Sezone - Special Economic Zone in Egypt Reporting Ministry of Investment [ Formally The General Authority for Investment (GAFI) ]Main Responsibilities:•Calling/meetings with prospect business partners and investors to introduce Company’s products to them •Generating targeted number of Qualified Prospects each month •Cold calling existing prospect database •Physically canvassing specific geographic areas to generate new prospects •Set up meetings for investors with BOD •Assist in verifying all data stored within CRM •Data contribution to CRM •Market research for sales territories •Work in partnership with business partners to develop territory and convert prospects to qualified prospects •Processing inbound leads from marketing •Actively participate in local chambers of commerce and trade groups at meetings, mixers, business expos and other relevant events •Set up, attend and breakdown Company’s booth at events in which we participate •Develop and manage small events, such as lunch-and-learns. •Participate in all sales team meetings, events and functions •Branding and Sales Channel Management. •Assist and contribute to the creation and building of product brands to support and drive product line growth. •Drive activities which develop differentiated product positioning and clear messaging of the key product value proposition to the target markets. •Develop and manage programs to communicate and reinforce the value proposition to the sales team and channel partners engaged with the product(s). •Development and delivery of marketing strategies encompassing online / digital Marketing, Blogs, Webinars, Social Media, SEO and similar actions to engage target customers.

Zamalek

•Assisting in a variety of programs, policies regarding employees such as recruitment, processing applications, verifying employment, separation, contracts, and compensation schedule in compliance with organization’s policies, contracts, laws, & agreements. •Interpreting various written materials such as transcripts, employment records, references, employment regulations, and education codes. •Communicating with other departments, employees, applicants, administrators, and staff provide information and assistance regarding recruitment, transfers, employment, personnel records and legislation.•Assisting in scheduling meetings and employee programs and events in compliance with department needs. •Conducting employee orientation programs like introducing personnel, employment benefits, payroll, assisting in filling of enrollment forms. •Providing written references, conveying information through developed written materials such as forms, brochures, procedures, and pamphlets required for documentation activities. •Ensuring the accurate information reflects in payroll database, verifying, and providing inputs regarding data and pay changes. •Informing applicants and employees regarding various programs and procedure requirements such as tenure, hours of work, benefits, general work expectations, and time off. •Preparing invoices and payment related to payroll reporting. •Supporting new employee orientation programs, notifies employees on health, dental, medical, and compensation benefits. •Maintaining confidentially concerning personnel actions, legal actions, termination and non-renewal documents, and organizational plans. •Collecting information on benefits, salaries, & issues regarding contract negotiations. •Providing recommendations to the Director of Human Resources on training programs, trouble areas, and many other opportunities. •Providing overall assistance and research support to HR and Finance teams on benefit policies, programs, and procedures.

Master Of Business Administration - Mba

Project Management

Diploma Degree, Mathematics/Financial Analysis And Risk Management, Graduate

Bachelor'S Degree, Accounting And Economics

Activities and Societies: American Chamber Of Commerce In Egypt

Education record

Education record