abdelatty ibrahim
dubai,dubai
Summary
Seasoned relationship officer offers expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers. Astute financial and investment professional with years of experience maximising client returns. Used in-depth research and extensive market knowledge to determine profitable financial strategy. Driven financial and investment professional confident in handling wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies enabling sustained growth. 12-year track record working with financial products.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work history
Branch Manager
libanen sewece for life insurance
Cairo, egypt
05.2021 - 10.2022
- Boosted branch sales by developing and deepening customer loyalty through incentive programmes.
- Oversaw all aspects of branch management, including sales, revenue and policy enforcement.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
- Facilitated smooth running of branch operations by verifying consistent compliance with standard operating procedures.
- Interviewed and hired talented individuals with top-level strengths, improving overall talent and skills set for organisation.
- Managed branch with average of £[amount] in monthly deposits.
Brunch manger
chubb for life insurance
Cairo, egypt
01.2019 - 05.2021
- Boosted branch sales by developing and deepening customer loyalty through incentive programmes.
- Facilitated smooth running of branch operations by verifying consistent compliance with standard operating procedures.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
- Oversaw all aspects of branch management, including sales, revenue and policy enforcement.
- Interviewed and hired talented individuals with top-level strengths, improving overall talent and skills set for organisation.
- Supervised financial reports for taxes, regulatory agencies and other financial groups relating to branch finances.
- Created reports on deteriorating trends and fiscal year end losses.
- Evaluated local market conditions and sought new opportunities for sales.
senior supervisor bancassurance
GIG. cairo . Egypt
Cairo, egypt
01.2018 - 12.2019
- Maintained spotless and tidy working areas to create risk-free and productive environments.
- Achieved order processing and delivery time targets through smooth warehouse operations.
- Demonstrated ability to assess risk and respond to issues appropriately, eliminating workplace accidents and incidents.
- Guided and coached staff to achieve individual growth and sales production targets.
- Led by example to maintain team motivation, ensuring daily tasks were performed accurately and efficiently.
- Managed staff rotas, planning workloads effectively and strategically.
- Increased team productivity through effective staff planning, coordination and task delegation.
Bancassurance supervisor
GIG. egyption life takafoul
Cairo, egypt
01.2016 - 01.2017
- Identified operational problems and proposed solutions to management, improving service efficiency.
- Increased team productivity through effective staff planning, coordination and task delegation.
- Guided and coached staff to achieve individual growth and sales production targets.
- Priced and displayed items clearly and correctly, enabling ease of retrieval for customers.
- Managed daily planning of workplace operations, clearly communicating targets to staff for smooth, efficient task delivery.
Financial Advisor
GIG . egyption life takafoul
Cairo, egypt
01.2014 - 01.2016
- Liaised with estate agents, solicitors and valuers to provide holistic advice to clients on money management.
- Hired and developed junior financial and support staff.
- Reviewed client accounts and plans regularly to determine necessary changes to optimise portfolios.
- Documented all client interactions and firm activity within client relationship management system.
- Built and maintained client base by successfully managing and updating client portfolios.
- Assisted clients with planning for and funding retirements using various types of investments.
Education
bachelor of restoratin of monuments - restoration of monuments
High institute abu Qir Alexandria
alexandria . egypt 09.2005 - 05.2010
Skills
- Financial analysis
- Employee management
- Banking
- Relationship management
- Business development
- Reporting and documentation
- Strong team-builder
- Sales & Marketing budget management
- Detail-orientated
- Cheerful demeanour
- Financial administration
- Salesforce
- Revenue generation
- Financial Industry Computer Systems Loan Accountant
- Loans
- Sales expertise
- Approachable
- High-value project management
- Sales professional
- Excellent time management skills
Certification
2010
Languages
Arabic
Native
English
Upper intermediate
Timeline
Branch Manager
libanen sewece for life insurance
05.2021 - 10.2022
Brunch manger
chubb for life insurance
01.2019 - 05.2021
senior supervisor bancassurance
GIG. cairo . Egypt
01.2018 - 12.2019
Bancassurance supervisor
GIG. egyption life takafoul
01.2016 - 01.2017
Financial Advisor
GIG . egyption life takafoul
01.2014 - 01.2016
bachelor of restoratin of monuments - restoration of monuments
High institute abu Qir Alexandria
09.2005 - 05.2010
Similar Profiles
Dhruv KaushalDhruv Kaushal
Industrial Trainee - Investment & Finance at Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )Industrial Trainee - Investment & Finance at Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )
K Ganapathy SubramaniamK Ganapathy Subramaniam
Consultant at Exide Life Insurance / HDFC Life InsuranceConsultant at Exide Life Insurance / HDFC Life Insurance
Kailash KumarKailash Kumar
Business Partner HR (Deputy Manager) at Star Union Dai, Life Insurance, Life Insurance Co. LtdBusiness Partner HR (Deputy Manager) at Star Union Dai, Life Insurance, Life Insurance Co. Ltd
Muhammad Ahsan RazaMuhammad Ahsan Raza
Accountant at Dr. Nasma Salah Medical CenterAccountant at Dr. Nasma Salah Medical Center
Tarek AliTarek Ali
Planning Manager at ACCPlanning Manager at ACC