sara el metwally
Account Officer at EFG Hermes Holding- Claim this Profile
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English -
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Arabic -
Topline Score
Bio
Credentials
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• Anti-Fraud Training Course Mars 2013 (EFG-HERMES Training Center).
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• Anti-Money Laundering Course May 2012 (EFG-HERMES Training Center).
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• Anti-fraud & Anti-Money Laundering Sep 2014 (EFG-HERMES Training Center).
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• Financial Crime-Middle East Arabic Course Aug 2011 (EFG-HERMES Training Center).
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• Pass The EFSA Tests To Obtain A License As Account Officer Mars 2013.
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• Technical Analysis Principles in Financial Markets.
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Experience
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EFG Holding
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Egypt
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Financial Services
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700 & Above Employee
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Account Officer
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Jan 2010 - Present
• Carry out trades for customers. • Follow up stock quotes and news to customers. • Record all phone Orders conversation with customers. • Accept stock certificates and customer checks. • Offer all types of customer services for all aspects of account maintenance. • Help the customers on the Internet and answer to their questions about Market. • Keep up with margin delinquencies, record items, work short option report. • Handled margin accounts. • Follow up on leads from potential customers. • Execute other projects/duties as assigned. • Educate customers to working of the market by enabling Internet access.• Maintain effective communication channels with the clients• Interface with clients in order to provide excellent customer service.• Create and maintain new accounts. • Offer high quality customer service in a professional manner. • Gather data, compile necessary information, and prepare daily and Monthly reports Show less
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Associate,individual retail sales
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Jan 2010 - Present
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United Brokerage Company
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El-Mansoura
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Account Officer
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Jun 2008 - Jun 2009
• Carry out trades for customers. • Follow up stock quotes and news to customers. • Record all phone Orders conversation with customers. • Accept stock certificates and customer checks. • Offer all types of customer services for all aspects of account maintenance. • Help the customers on the Internet and answer to their questions about Market. • Keep up with margin delinquencies, record items, work short option report. • Handled margin accounts. • Follow up on leads from potential customers. • Execute other projects/duties as assigned. • Educate customers to working of the market by enabling Internet access. • Maintain effective communication channels with the clients • Interface with clients in order to provide excellent customer service. • Create and maintain new accounts. • Offer high quality customer service in a professional manner. • Gather data, compile necessary information, and prepare daily and Monthly reports Show less
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Education
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2002 - 2006
Mansoura University
Bachelor’s Degree, Computer Science and Information Systems
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