Ad Type: Looking for a job Experience Level: Senior Contract Type: Full-time Qualification: Master Career Objective Sales and Marketing Manager with high accuracy and ten years of experience in achieving continuous profits, seeking a position in a prestigious company to contribute to achieving positive results, in addition to high skills in accounting related to sales. Personal Information: Date of Birth: 1982/06/19 Nationality: Egyptian Academic Qualifications: Master's in General Accounting – Tanta University, Egypt | 2000 – 2005 Work Experience Client Account Manager 2018 to 2025 AD Direct Company for Securities Trading Key Tasks and Achievements • Acquisition and Qualification: Attracting target segments (individuals/wealth/semi-institutions), explaining platform offers, fees, and risks, and assessing suitability. • Preparation and Activation: (Onboarding) Managing the AML/KYC journey, verifying documents, following up on initial transfers, and activating tools and the platform. • Relationship Management: Scheduled communication plans, periodic performance and usage reviews, and activation initiatives for low-activity clients. • Commercial Support (Non-Advisory): Guiding the client on platform features, order types, commission fees, and raising technical tickets when needed. • Retention and Growth: Re-activation programs, package offers, and commission discounts in accordance with policies. • Risk and Compliance: Adhering to risk disclosures, monitoring unusual patterns and escalating them to compliance, and respecting communication policies. • Pipeline Management: (CRM/Pipeline) Accurate case updates, monthly forecast of activity and revenue, and performance reports for accounts. • Internal Coordination: Working with compliance, operations, IT/platform, and collection to quickly resolve obstacles.