Overview
Commercial Planning & CRM Specialists Jobs in New Cairo, Cairo, Egypt at Banque Misr
Title: Commercial Planning & CRM Specialists
Company: Banque Misr
Location: New Cairo, Cairo, Egypt
Responsibilities:
- Conduct research and analysis of client needs, industry trends, and market dynamics
- Continuously track the implementation of approved strategies and their performance against predefined metrics
- Gather feedback from internal stakeholders to assess strategy effectiveness
- Oversee the CRM system to ensure accurate client data, pipeline tracking, and reporting.
- Train & Support GTB teams on CRM best practices, ensuring adoption & compliance.
- Generate insightful dashboards and reports and help generate cross-selling & upselling opportunities through CRM reports.
- Follow up on Sector’s deadlines, timelines, & segment reminders as per defined account planning cycles
- Perform checks on full-plan completion by RMs & PMs while escalating delays as required
- Provide help & support to RMs & PMs with the manual account planning tool (excel based)
- Aggregation & tracking of identified opportunities & their realization
- Portfolio/client allocation to RMs & PM in GTB on commercial segmentation screen.
- Periodic monitoring of any external segment migration required (e.g., LC SME)
- Liaise with Commercial Planning & CRM function colleagues in SME to manage & conduct handovers
- Periodic review of segmentation rules
- Creation & developing of data dashboards to highlight achieved Vs budgeted figures and provide insights for senior management
Technical Competencies:
- Excellent understanding of the general, economic, political and business environment of the region
- Consolidated commercial background, including experience using corporate CRM platform
- Problem solving and excellent analytical skills
- Demonstrable strategic thinking abilities & strong communication capabilities
- Strong teamwork & collaboration skills (maybe required to join agile squads)
Requirements:
- Bachelor’s degree business or any relevant field.
- Minimum 2 to 7 years of relevant experience in banking sector or financial institutions.
Fluent in both written and spoken Arabic and English languages