Azza Mansour

1. Client Relationship Management Build and maintain strong relationships with corporate clients. Meet HR managers, finance managers, and company decision-makers. Understand the company’s needs and risks. 2. Insurance Consulting Analyze the client’s business and recommend suitable insurance solutions such as: Group Medical Insurance Life Insurance Employee Benefits Programs Business Protection Plans 3. Sales & Business Development Generate new corporate leads and approach potential companies. Present insurance proposals and negotiate contracts. Achieve monthly and annual sales targets. 4. Policy Management Assist clients in policy issuance and documentation. Coordinate with underwriting and operations teams. 5. After-Sales Service Support clients in claims processing. Handle renewals and policy updates. Ensure high client satisfaction and retention. 6. Market Awareness Stay updated with insurance products and market trends. Understand competitors and pricing strategies.

Client portfolio management Understand clients’ financial goals, risk tolerance, and investment preferences. Develop and recommend customized investment portfolios (e.g., mutual funds, bonds, stocks). Financial advisory and planning Provide advice on wealth building, retirement planning, and asset allocation. Help clients plan for short-term and long-term financial objectives. Market and product knowledge Stay updated on financial markets, investment products, and economic trends. Educate clients on available investment options and market performance Client relationship management Build and maintain strong relationships with high-net-worth and retail clients. Conduct regular portfolio reviews and update clients on investment performance. Investment execution Coordinate and execute buy/sell orders in line with client instructions. Ensure timely and accurate processing of investment transactions. Sales and business development Identify new investment opportunities and cross-sell related financial products. Assist in acquiring new clients and growing the investment portfolio base. Client education Conduct seminars or one-on-one sessions to educate clients on financial literacy. Reporting and documentation Prepare investment reports, performance summaries, and regulatory documentation. Maintain detailed records of client interactions and investment recommendations. Ensure compensation and benefits programme are compliant with local labour laws. Conduct regular benchmarking and market analysis to ensure external competitiveness. Evaluate existing benefits plane. develop and maintain compensation and penifits policies and procedures. Handle escalation related to compensation and penifits. Stay up to date with regulatry changes and adjust programme accordingly. Evaluate existing benefits planes and sugest enhancment. Generate fiscal year reports, invoices and allocation working on financial year end portfolio issue new to company contracts

.Handle applications data entry and documents validation .Responsible for customers amendment requests .Customer's funds allocation .Point of contact between companys operations and third partys regarding bank's required documents .Handle customer's compliance back ground check .responsible for presentations required to enhance certain cycle or any updates .Followup on completion of daily tasks on time

• Conducting Financial planning for the walk in customers .Make Financial Planning to clients • Coordinating between the bank’s branches and internal operations team ensuring timely issuance of the policies, • Policy Delivery, following up on returned policies, • Daily performance reporting, sending team meeting minutes, • Selecting customers based on certain criteria, • Handling Customers’ requests and inquiries, • Helping retaining customers through offering alternatives and providing rational solutions, • Conducting individual meetings with customers, explaining various policies, according to individual customer needs, • Selling one or/and more types of insurance,

Policy administration • New Applications Entry,Process new insurance applications received through the bank. Maintain and update client policy records accurately in the system Act as a liaison between the bank branches and the insurance provider. Ensure smooth communication regarding product updates, claims, and policy status. • Pending Queue handling till applications are issued, Documentation and compliance Ensure all documentation (KYC, application forms, declarations) is complete and compliant. Adhere to regulatory and company guidelines for all policy transactions. Customer support Assist bank customers with queries about insurance policies, renewals, and claims. Provide support in tracking and resolving policy-related issues. Data entry and reporting Input and maintain accurate data on insurance sales, premiums, and commissions. Generate periodic reports for management on sales performance and policy status. • Handling internal and external customers’ calls, Claim processing support Help with the initial documentation and follow-up for insurance claims. Coordinate between customers, bank staff, and insurers during the claim process. • Tracking the policy document delivery and handing it when returned, Renewel and lapse Manegment Track policy renewals and send reminders to customers or bank staff. Follow up on lapsed policies and assist in reinstatement processes. • Ensuring customers’ funds are allocated in the company’s account on time and in full, • Ensuring customers’ due refunded amounts are carried out on time, • Making alterations to the customers’ requests to the insurance policies,

Manages calendars, schedules meetings, and coordinates appointments. Organizes travel arrangements and itineraries. Prepares reports, memos, and correspondence. Manage to direct phone inquires to the appropriate staff members .Design Talent Aquesition strategy .Forecasting hiring based on business needs. Building Employer branding strategy. .Conduct employee on boarding. Acts as a liaison between the executive and internal/external contacts. Drafts, edits, and proofreads documents and presentations. • Manage all sorts of mails both electronic and manual, ensuring appropriate distribution, • Handling Staff attendance, over time and salary slips, • Greeting clients in a professional and friendly manner, • Manage to keep track of operating expenses, and generating appropriate reports from time to time, Provided administrative support to realtor and other staff.

Greet customers and assist with account inquiries, transactions, and problem resolution. • Answer client questions and resolve issues, • Cross sell bank products, Process deposits, withdrawals, transfers, and loan payments. Issue checks, money orders, and cashier’s checks as needed. Account management Help customers open, close, or update savings, checking, or other types of accounts Assist with online and mobile banking issues or setup. people solving Investigate and resolve customer complaints, errors, or issues with accounts. promoting bank services Inform customers about new products or services that may suit their needs. Record keeping and compliance Technical support Support branch staff with administrative or operational tasks when needed Work with other departments (e.g., loans, IT, operations) to resolve customer needs. • Process necessary paperwork, • Verify information ATM and debit card applications, • Balance customer checkbooks.

Ensures the executive’s office runs efficiently. May supervise or coordinate with junior administrative staff. Handles sensitive information with the utmost confidentiality and professionalism. Supports executive in managing special projects or strategic initiatives. Conducts basic research and compiles data for executive decision-making • Manage to direct phone inquires to the appropriate staff members, • Manage all sorts of mails both electronic and manual, ensuring appropriate distribution, • Greeting clients in a professional and friendly manner, • Manage to keep track of operating expenses, and generating appropriate reports from time to time, Provided administrative support to realtor and other staff.

Attended the below courses: -Human Resources, -Principles of finance and accounting, -Principles of Marketing, -Organizational Behavior, -Interpersonal Skills