CV

1. 1
Ahmed M. Marwan Baghdadi
Address : 40 Abu Bakr El Sedik St., Heliopolis, Cairo, Egypt..
Telephone : (002)0226339023
Cellular :(002)01005085724
E-mail :Ahmed_Boghdady@hotmail.com
OBJECTIVE
Highly experienced financial planner & Customer Service professional . Able to handle a high
volume of wealth portfolios in a fast-paced environment, with minimum supervision, while
maintaining emphasis on the highest quality of consumer service with a proven records. Excellent
listening skills, oral and written communications. Comfortable in interacting with all levels of the
organization and public. Excellent problem solving and negotiating skills. Able to make decisions
independently and quickly with minimal escalations.
PROFESSIONAL EXPERIENCE AND ABILITIES
 Expert in marketing & selling all retail loans (cash, mortgage, auto…etc.).
 Expert in marketing & selling bank assurance (Term, savings policies & corporate deals).
 Continuous proven track records.
 Excellent English language skills.
 Excellent computer skills.
 Good managerial skills.
 Good negotiation skills.
 Auditing & coaching skills.
 Able to work on shifts.
 Presentation skills.
 Good at meeting deadlines.
 Excellent communication skills.
 Able to learn new tasks quickly.
 Able to perform several tasks at the same time.
 Effectively working in team environment and under pressure.
 Keeping abreast of market trends & being aware of competitors.
KEY COMPETENCIES AND SKILLS
 Excellent practical knowledge of all retail products.
 Portfolio management.
 Information management.
 Client relationship.
 Customer retention.
 Negotiations skills.
 Project management.
 Corporate banking .
 Marketing & sales skills.
 Investments skills.
 International banking.
 Change management.

2. 2
CAREER HISTORY
 Employer: QNB ALHLI Bank.
Title: Head of customer service &Wealth relationship manager
Date: From 8-2012 to present
Job description:
- Act as first assistant to the branch manager in branch & in his absence assume full
responsibility of the branch & branch team.
- Work with branch manager to achieve branch retail targets.
- Supervise & administer the operating functions of the branch.
- Responsible for handling & increasing a portfolio of branch wealthy customers.
- Schedule work & coordinate branch business.
- Direct, coordinate & plan the activities of branch business development.
- Sell & promote the full range of products to both existing & potential customers.
- Serve as a sophisticated customer contact point in cards , loans , collections , funds
transfers , bank drafts , remote banking services , as well as other services.
- Ensure the branch operations are efficient to achieve the objectives of the bank.
- Perform regularly internal audit on branch retail operations, custodies.
- Develop sales efforts to achieve the targets & branch profit objectives.
- Supervise & auditing on all retail activities & operations on a regular basis.
- Established and maintained business relationships with centers of influence.
 Employer: National Societe General Bank.
Title : wealth portfolio manager.
Date : From 08/2010 to 8-2012
Job description:
- Responsible for handling & increasing a portfolio of branch wealthy customers.
- Provide guidance to clients about different insurance and investment products.
- Attracting new customers, deposits, maintain& develop cross-selling transactions through
cultivation of account relationships, compile & analyze customer needs.
- Implement, and review, financial strategies designed to help clients pursue their long-term
goals.
- Establish and maintain excellent working relationships with various product and service
specialists.
Developed, serviced and enhanced client portfolio ensuring integrated and seamless approach.
 Employer: National Societe General Bank.
Title : Retail relationship officer.
Date : From 09/2008 to08 /2010
Job description:
- Responsible for handling & increasing a portfolio of branch mass customers.
- Attracting new payroll deals, deposits, maintain, performing cross-selling transactions through
cultivation of account relationships, compile & analyze customer needs.
- Perform all branch retail operations issue funds transfer, bank drafts, certified checks…etc.
- Prepare & process loan applications, selling credit cards, banc assurance, deposits.

3. 3
 Employer: National Societe General Bank.
Title : Universal teller .
Date : From 1/2/2006 to 1/9/2008.
Job description:
- Handling all issues regarding cash transactions, customer problems, supporting colleagues
&presenting bank products to customers & beneficiaries to attract new customers, review &
monitor branch expenses &charges, prepare financial position & checks general ledgers for
conformity to accounting rules, plan & estimate business cash needs in advance.
 Employer: Tropicana Company for projects.
Date : From October 2005 to january2006.
Title : Cost controller
Job description:
- Handling all issues regarding food & beverage cost variances & entries record to reach
efficiency.
 NSGB: Summer training in customer service department & credit department (July 2003, July
2004).
 Suez Canal Bank : Summer training in collection department (July 2002)
PROFESSIONAL TRAININGS & COURSES :
 New marketing & selling techniques .
 Project management.
 Problem solving & decision making.
 Fatca .
 Business etiquette .
 Anti-money laundry .
ACADEMIC QUALIFICATIONS
 2010-2012: MBA at École Supérieure Libre Des Sciences Commerciales Appliquees (
ESLSCA) , major finance .
 2001-2005: Bachelor of Commerce, English section, major accounting, Ain Shams University,
Cumulative grade good.
 1988-2001- Al OLA language school (Secondary stage grade 93%).
PERSONAL INFORMATION
 Date of birth: 18/09/1984.
 Nationality: Egyptian.
 Military status: Exempted.
 Marital status : Married .
 Available upon request.