Retail Portfolio Management Officer

AXA · Cairo, Egypt · Posted 2026-05-04

Job PurposeThe Job role focuses on engaging with existing clients to offer upgraded premiums and new AXA products, managing the sales pipeline, and maintaining up-to-date portfolio records.Key Responsibilities & AccountabilitiesApproaching clients from existing portfolio and offer them upgraded premiums with higher insurance benefits or offer clients any of AXA’s products eligible for selling online.Follow up with offered pipeline.Daily Report Activities including reachable, successful calls, sent, or received offers, issued policies or any other activity through KPI template and is sent to direct manager.Update Portfolio weekly.Utilize channels of communication, emails, Avaya, business line, FAs in branchesVerify received documents.Follow up on issuance process [Policy maintenance, underwriting, etc.]Communicate with clients revised offers if any.Documenting revised & initial offer with any client through email for his/her referenceDocumenting official information & benefits through AXA’s official landlineJob SpecificationsEducation / CertificationFresh gradsExperience in call center/customer service field preferred.Job QualificationsExcellent with Microsoft Office (Excel, Word, PowerPoint)Soft Skills & Behavioral Competencies:Good communication skills with internal & external stakeholdersNegotiation skillsTime Management including Planning skills.Organization skillsHigh ethicsEager to learn.Self-driven

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