
Omar Raafat, MBA
Accounting Trainee

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About me
Large Corporate Finance Relationship Manager @ QNB Group | Portfolio Management, CRM, Google advanced Data Analytics in progress
Education

St.Fatima language School
1996 - 2009High School Diploma Literature
Arab Academy for Science, Technology and Maritime Transport
2009 - 2013Bachelor of Business Administration - BBA Business Administration and Management, General
Arab Academy for Science, Technology and Maritime Transport
2016 - 2019Master of Business Administration - MBA Banking and Financial Support Services very good
Experience

Fairmont Hotels & Resorts
Sept 2014 - May 2015Accounting Trainee● Trained In (Store-Receiving-Cost Control-Income-Accounts payable-Accounts Receivable).● System Worked on (Opera, Micros, Material Control)

Bank Audi sal
Jun 2015 - Oct 2016Collections OfficerThe duties of a Collections Specialist include collection calls and/or correspondence in a fast paced goal oriented collections department.Providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. Responsible for monitoring and maintaining assigned accounts- Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos.Accountable for reducing delinquency for assigned accounts.Perform other assigned tasks and duties necessary to support the Accounts Receivable Department.Enlist the efforts of sales and senior management when necessary to accelerate the collection process.Must communicate & follow up effectively with sales dept regarding customer accounts on a timely basis.Establish and maintain effective and cooperative working relationships with dealers and sales.Processing monthly credit memos and the appropriate reporting High volume phone calls to assigned delinquent customers.Manage customers on the shutdown reportReconcile customer disputes as they pertain to payment of outstanding balances that are due.Provide excellent & considerate customer service to dealers and salesInternal and External customer interface.Participate in team planning meetings.Meet defined department goals and activity metrics. عرض أقل

QNB Group
Nov 2016 - nowThe Retail Relationship Banker will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services that fulfills the customer’s immediate and future financial needs.• Opens new accounts, completes associated documentation and loads into the banking system.• Responsible for daily balancing requirements and updating investment records as appropriate.• Contributes to the promotion of the branch by preparing displays, coordinating and distributing promotional materials and organizing functions. • Develops and maintains relationships with new and existing clients in order to capitalize on opportunities to cross-sell products and services to existing and potential clients.• Completes new account documentation and loads into the banking system. • Undertakes proactive promotion to enhance the awareness and its products and services when dealing with clients. عرض أقل
Relationship Manager-Large Corporate finance
Sept 2022 - nowRelationship Manager-Tamayoz market
Jun 2019 - Sept 2022Relationship Manager-Banky market
Nov 2016 - May 2019
Licenses & Certifications
- View certificate

Corporate Finance Fundamentals
Corporate Finance InstituteJun 2022 
Customer service skills
Trainera
Credit diploma
Egyptian Banking InstituteJul 2020
Gmat
Arab Academy for Science, Technology and Maritime Transport
Toefel
Arab Academy for Science, Technology and Maritime Transport
Selling skills
Trainera
Google advanced data analytics in progress
GoogleApr 2024
Languages
- arArabic
- enEnglish
- frFrench
- geGerman
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