1. Curriculum vitae
PERSONAL INFORMATION
sherif kamel E sherifhosny2003@yahoo.com
P 0124033484
Cairo , New Maadi
Egypt
EDUCATION
Dates Attended University Degree Location
11/1998 - 9/1993 Helwan university Bachelor's Degree Cairo - Helwan - Egypt
SKILLS
Skill Name Skill Level Last Used/Experience
computer skills
User All for / 10 years
Word, Excel ,Power point
LANGUAGES
Languages Proficiency Level
English (-Fluent (AUC –Final level with excellent A
French (Intermediate (Level 3 from centre cultural of france
Current Job Title / Grade & Department
Trade Officer /Band 7 /TSC /HSBC BANK EGYPT
Professional Qualifications /Carrier Experiences
Part 1
Trade service department is a worthy, productively area and considered the core business of
any bank, by analyzing the end of year bank profit you can look for
was driven from income of this business area % 20-25
With about nine years of working in different departments at TSC "clean collection, import
collection and negotiation ,Finally Client Management and sales " Which build a firm and
strong understanding of all TSC products technicalities ,knowledge of most of system
functions i.e. HFE-4 & Hub ,Import /Export screens , DC s Fields ,trade terminology ,this firm
knowledge assist in identifying points of strengths ,weakness and when ,how I can sell these
products ,customers needs , why HSBC rather than any banks
2. Joining client management since its launching in first of 2009, concerning with business
development and sales tasks such as
The main objectives and responsibilities of my current job are
To increase wallet share of existing clients and define a strategy plan to acquire more- -
business from existing TSC customers. This task is to be done in coordination with Corporate
Relationship Managers in order to ensure maximum market penetration
Deliver group reporting reports and statistical country data as required by the region- -
Plan, Coordinate and Manage Key TSC events in the country. Organize in conjunction with -
GTB periodic ITS workshops for a selection of HBEG TSC customers
Maintain and further develop relationship with FI/Banks in countries outside HSBC- -
geographical coverage
Part 2
Having the ability of improving and innovations that effects our the bank products
Examples for projects presented to senior management by me
Archiving and storing of data using software and complying with legal and compliance-1-1
requirements "Approved and implemented by HSBC middle east
Region "honored by Award certificate
Unified collection order (description of collection products with quoting to each one and-2-2
assistance to Trade customer how to fill in the application to avoid any fetal errors and a
(material to learn poor Knowledge customer
A new internet service that allows traders to present their own company profile which will be-3
searchable from any country in a way to make business matching to increase company
market share "give sales opportunities capitalizing on group network spreading
Advance payment in OA-4
Rerouting advance payment under invoice to TSC, rather than wire transfer departments
which save costs, improve trade efficiency, acquire more business by reaching 20$ as max of
wire transfer (recently used as sales tools managed to have one potential client under name
" of life chem. A call report is "recorded in client vision link
Gross border transferring of limits module-5
The idea gives a brief solution to how we can transfer a client limits by using of trade
products, which will assist in maximizing utilization especially for low or unused one ,full
details are sent under Simon Coper initiative to submit Blogs
win trade campaign-5
Presented the idea for our current initiative for trade win campaign ,the ideas based on
focusing on large trade value to attract through out identifying ,grant discounts ,monitor
accounts ,project was suggested after a client visit with AVG annual export volumes 30 USD
Mil ,full details are recorded on client vision call report under name of GIMINI
3. Activities and Interests
I am interested in providing new solutions, ideas that help to develop our relationship with
corporate clients and increasing NFI from this area
Personal objectives
Developing my carrier path by both work experience and knowledge, learning
L& D obtained certificates related to trade business
"UCP 600 for specialists sponsored by "EBI-
UCP 600 up skills (92%) on line training sponsored by ICC" Int'l chamber of commerce-
Geneva
Finance to international trade (82%) sponsored by SAAB-
For references /Reporting MGR
Mostafa M Hamed /Client Mgt Manager 2529-8672
Manal M Ghaly / Head of TSC
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JOB DESCRIPTION
Job Title: Trade officer, Client Management
Location: TSC / Egypt
Current Job Function
To support Manager TSC Client Management in day to day activities by engaging in Trade
related Business Development and sales activity. The Supervisor
Client Management is required to organize a systematic client calling program by coordinating
and working closely with Client Manager/Corporate Relationship
Managers, SMEs and TSC operations, in order to ensure maximum market penetration
To assist Manager, TSC Client Management in delivering reports, statistical data requested
by the region, as well as undertakes other projects such as trade
E-newsletters etc as assigned by Client Manager and TSC head
Assist Client Manager in pre and post meeting preparations such as facility utilization reports/
account turnover/CARMs and write up of call reports
Principal Accountabilities
By ensuring a systematic calling program on a selection of trade
customers (SMEs/CMBs/CIBs)– one to 40
one visits and telephone calls to market the full range of HBEG TSC
products and services, and induce
Business Development/marketing activity existing customers to increase their trade business
with HBEG
4. By building and maintaining close relationship at all levels with
Finance Managers and trade personnel
in companies in order to ensure customer loyalty
By proactively generating leads to Internet Banking specialists and
endeavor to cross sell other
(Products related to Trade (i.e. FX/deposits/Payments
By actively trying to assert the HSBC brand and engaging with
customers via telephone calls to
Identify any service delivery issues and also contribute to HSBC
‘trade awards “HSBC no 1 Trade Bank
Group reporting - Assist CM in delivering informational reports and data as
requested by the region, as well as 20
Performance analysis, statistics and undertake other projects/reports etc assigned by CM
Other projects/tasks as assigned by AGT
Analyze competition and undertake ongoing pricing reviews, identify
challenges – assist in designing
Solutions in order to enhance trade product features, processes and
ascertain service excellence
Day to Day Tasks
Assist CM in day to day activities; follow up on business in pipeline,
outstanding customer issues
Telephone calls, ITS events planning etc
Customer Engagement/External & Internal Assist in elaborating and continuously updating
marketing material to support marketing of trade 10
TSC Events/etc products, and asserting HSBC as ‘Leading International
Business’ Bank
Assist in Identifying customer training needs and coordinate with the
relevant TSC operations
Division's heads and product specialists in order to assist in
delivering the required training
Assist in planning, coordinating and managing key TSC ITS events
in the country
Maintain HSBC internal control standards
Including the timely implementation of Abiding with all Group Policies, Procedures, Manuals,
Rules, Local laws and Senior Management
Internal and external audit points & instructions
Together with any issues raised by
.External regulators
Ensure compliance with Group Policies as Undertake compliance related training as required
to ensure understanding of group’s policies at all
((Applicable to the role (Adapt and modify times as appropriate to my role
5. Awareness of the operational risk
Associated with the role and the action undertake to be aware of the operational risk
associated with the role operational risk occurring including risk to be taken to minimize the
likelihood of identification, assessment, mitigation and control, loss identification and
(reporting. (Adapt and modify as appropriate to your role
Major Challenges (The challenges inherent in the job that require a continual test of the job
(holder’s abilities
A high level of motivation and satisfaction is essential for the job holder to face clients and -
ascertain HSBC brand image
A high level of organizational skills to coordinate between branches/TSC -
operations/Corporate Banking and SMEs, resolve customer issues promptly and follow
up on business with customers on a regular basis
Main challenge is to strike a time balance between internally assigned tasks/reports and the -
main activity of engagement and contact with clients
Context of the Job (The environment and operating conditions of the job including the extent
(of guidance and authority
Job Holder is continuously required to find solutions to customer's issues which may arise
from time to time
Job holder is required to develop business and customer acquisition strategy
Job Holder should understand workflows of different business products
Thanks