Peter Sabry, Credit Certified

Peter Sabry, Credit Certified

Followers of Peter Sabry, Credit Certified7000 followers
location of Peter Sabry, Credit CertifiedQena, Qina, Egypt

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  • Timeline

  • About me

    Relationship Officer at Crédit Agricole Egypt

  • Education

    • South Valley University

      2014 - 2018
      Bachelor's degree Accounting and Business/Management Good
  • Experience

    • Credit Agricole Egypt

      May 2019 - now

      • Build and manage client relationships by identifying clients' needs and providing them with tailored solutions.• Promote the bank's products and services to clients and identify opportunities to cross-sell and up-sell.• Conduct financial analysis of clients' accounts to identify opportunities for growth and to mitigate risk.• Manage client portfolios by monitoring their accounts, identifying risks, and recommending appropriate actions to mitigate those risks.• Meet sales targets by achieving assigned revenue and profit objectives.• Maintain accurate records of client interactions and transactions and prepare reports on client portfolios and sales performance.• Adhere to the bank's policies and procedures, including those related to security, confidentiality, and compliance with regulations. Show less • Provide administrative support to the Relationship Manager in building and maintaining client relationships.• Gather information from clients and prepare reports to assist the Relationship Manager.• Assist with client inquiries and resolve issues as necessary.• Maintain accurate records of client interactions and transactions.• Promote the bank's products and services to clients as directed by the Relationship Manager.• Adhere to the bank's policies and procedures, including those related to security, confidentiality, and compliance with regulations.• Perform other duties as assigned. Show less

      • Relationship Officer

        Dec 2020 - now
      • Relationship Assistant

        May 2019 - Nov 2020
  • Licenses & Certifications

    • Corporate Credit Finance Professional

      Egyptian Banking Institute
      Dec 2023
    • Corporate Finance and Valuation Methods

      New York Institute of Finance
      Sept 2023
      View certificate certificate
    • Principles of Banking Certificate by EBI

      Egyptian Banking Institute
    • Training for Employment at Egyptian banking institute

      Egyptian Banking Institute
    • Core Credit

      New York Institute of Finance
      Aug 2023
      View certificate certificate
    • Financial Accounting

      New York Institute of Finance
      Mar 2023
      View certificate certificate
    • Basic certificate for customer service management

      Credit Agricole Egypt
      Sept 2019
  • Volunteer Experience

    • Team Lead

      Issued by Church Services on Mar 2014
      Church ServicesAssociated with Peter Sabry, Credit Certified