Moustafa N.Elkholy

Experience

• 

  Alexandria insurance brokerage

  Jul 2015 - Nov 2016

  Sales Representative

  • Calculate premiums and establish payment method.• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.• Confer with clients to obtain and provide information when claims are made on a policy.• Contact underwriter and submit forms to obtain binder coverage.• Customize insurance programs to suit individual customers, often covering a variety of risks.• Develop marketing strategies to compete with other individuals or companies who sell insurance.• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.• company that offers type of coverage requested by client to underwrite policy. Show less

• 

  TE data

  Nov 2016 - Jan 2017

  Sales Representative
• 

  National Bank of Kuwait

  Feb 2017 - Jul 2019

  Trade Finance -Documentary Credit

  • import and export letters of credit and accepts payments: Notifies exporters and importers of issuance of letters of credit covering shipment of merchandise. • Advising of LCs/Amendments to customers on timely basis after making sure that it complies with all the regulatory requirements and regulations.• Reviews letter of credit documents to determine compliance with international standards. • Verifies terms of credit, for example amount, insurance coverage, and shipping conditions to determine compliance with established standards.• Coordinates customer credit information • Document examination and processing – Import Letters of Credit• Document examination and processing – Export Letters of Credit Documentary Collections • Ensure that all letter of credit transactions are in conformity with client instructions, UCP Publication 600/ISP 98, and the Bank’s credit and compliance procedures.• Ensure that all documentary collections are processed timely in conformity with URC 522.• Ensure that all letters of credit/documentary collection transactions are OFAC checked and processed as per Bank’s policy and procedures.Monitor Standby Letter of Credit transactions with auto-renewal clause.• Ensure that all transactions are properly booked on the Bank’s loan systems (FISERV)Secondary responsibilities to include respond to audit inquires and learning all aspects of loan processing. Show less

• 

  Abu Dhabi Commercial Bank

  Jul 2019 - now

  • Assistant Manager

    Jun 2023 - now

  • Senoir Relationship officer Corporate Banking

    Jul 2019 - Jun 2023