Commercial Planning & CRM Specialists

Banque Misr · Cairo, Egypt · Posted 2026-06-25

Responsibilities:Conduct research and analysis of client needs, industry trends, and market dynamicsContinuously track the implementation of approved strategies and their performance against predefined metricsGather feedback from internal stakeholders to assess strategy effectivenessOversee 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 cyclesPerform checks on full-plan completion by RMs & PMs while escalating delays as requiredProvide help & support to RMs & PMs with the manual account planning tool (excel based)Aggregation & tracking of identified opportunities & their realizationPortfolio/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 handoversPeriodic review of segmentation rulesCreation & developing of data dashboards to highlight achieved Vs budgeted figures and provide insights for senior managementTechnical Competencies:Excellent understanding of the general, economic, political and business environment of the regionConsolidated commercial background, including experience using corporate CRM platformProblem solving and excellent analytical skillsDemonstrable strategic thinking abilities & strong communication capabilitiesStrong 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

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About Banque Misr

Banking

Banque Misr is one of Egypt's largest banks providing financial services to individuals and businesses across the country.

What you should know

  • Egyptian-Owned Bank Pioneer: Established in 1920 by economist Mohamed Talaat Harb Pasha as the first bank to be wholly owned by Egyptians
  • Nationwide Banking Giant: Operates one of the largest banking networks in Egypt with over 850 electronically integrated local branches
  • 17M+ Strong Reach: Employs more than 20,000 people and serves a large customer base of over 17 million clients

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