Peter Sabry, Credit Certified

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