KHALED's CV
KHALED MOUSTAFA MOHAMED SIYAM
Insurance Specialist | Account Management
Profile summary
Accomplished Insurance Specialist with 11 years of progressive experience in insurance, sales, and banking across multiple countries, including GCC experience in the UAE. Track record of managing client portfolios, executing business development initiatives, and maintaining regulatory compliance within financial and telecommunications sectors. Dedicated to delivering consultative customer service, performing risk assessments, and building cross-functional relationships to support business growth.
Career highlights
Portfolio and Client Management: Managed and retained a diverse portfolio of corporate and individual clients at Sukoon Insurance while identifying cross-selling opportunities and ensuring high renewal rates.
Business Development and Market Analysis: Identified and acquired new business through market research, networking, and lead generation while staying updated on industry trends and regulatory changes.
Risk Assessment and Stakeholder Liaison: Assessed client needs and risk profiles to recommend appropriate insurance solutions while acting as the primary point of contact between clients and internal departments.
Key skills
Professional experience
Directs corporate and individual client accounts while coordinating business development initiatives and market research strategies. Acts as the central liaison between external clients and internal departments including underwriting, claims, and operations.
- Evaluates client risk profiles to recommend medical, life, motor, or general insurance solutions.
- Identifies cross-selling opportunities and maintains client portfolios to support renewal targets.
- Executes market research and networking activities to generate and acquire new business leads.
- Monitors regulatory changes and industry trends, including CII standards and local mandates, to advise clients.
Directed retail operations and customer service delivery for mobile and home internet solutions, reporting to store management. Managed sales pipelines, inventory standards, and account management functions for the branch to meet monthly performance targets.
- Executed sales strategies for mobile handsets, data plans, and value-added services to consistently achieve monthly performance key performance indicators.
- Resolved customer complaints, managed queue flow, and processed contract renewals or plan upgrades to maintain service quality.
- Maintained retail floor inventory and functional demo units according to established brand visual merchandising standards.
Managed client portfolios and daily banking operations, reporting to branch leadership while overseeing regulatory compliance and service delivery for retail customers.
- Conducted deep-dive customer consultations to identify financial goals and recommend suitable Bancassurance products.
- Resolved service issues swiftly while adhering to Anti-Money Laundering and Counter-Terrorism Financing guidelines.
- Executed daily transactions including account openings and KYC updates in full compliance with Central Bank regulations.
Education
Accounting
Mansoura University - Egypt
Languages
Arabic · Native
English · Fluent