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Relationship Manager- Priority Banking

Relationship Manager- Priority Banking

ADIBUnited Arab Emirates
14 منذ أيام
الوصف الوظيفي

Role : Relationship Manager- Priority Banking

Location : RAK

Role Purpose :

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients’ financial needs.

Key Accountabilities of the role

RESPONSIBILITIES :

1. Client / Business Acquisition :

  • Generating of new business via out marketing activities, gold center contacts and existing network.
  • Increasing team revenue and productivity by cross- selling and up-selling.
  • Acquiring new to bank customers.
  • Identifying new potential expansion locations.
  • Converting in-bound and outbound leads to sales.
  • Building a strong trust relationship with key customers.
  • Maintaining a loyal pool of customers / alliances who refer potential customers.
  • Carrying out the function(s) of promoting the financial products.
  • Collection of the required information and data.
  • Evaluation of the clients’ ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

2. Channels Cooperation :

  • Making referrals to other channels based on identified customer needs.
  • Smoothly implementing of Priority Banking services across surrounding branches.

    • 3. Management of service delivery :

  • Monitoring service levels for customer satisfaction.
  • Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries.
  • Getting ad-hoc customer feedback.

    • 4. Control and Risk Mitigation :

  • Reviewing of credit applications.
  • Adhering to laid out processes and procedures.
  • Ensuring appropriate and adequate documentation.
  • Identifying trends of errors and proactively advice processes improvements.

    • Specialist Skills / Technical Knowledge, Technical Competencies Required for this role :

  • University degree or a recognized professional certificate.
  • Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
  • Detailed knowledge of ADIB’s Retail Banking products & services.
  • Experience in sales, product development or wealth advisory to priority banking customers / retail HNIs.
  • Broad knowledge of ADIB’s Retail Credit & Operational Policies & Procedures.
  • Specific Knowledge of UAE banking practices, regulations & risks.
  • UAE Financial Rules & Regulations Certification.
  • International Certificate in Wealth and Investment Management (Level 3).
  • Risk in Financial Services Certification.
  • International Certificate in Advanced Wealth Management (Level 4).
  • Good Knowledge of competitors in the local market.
  • Must have led a team of professionals.
  • Detailed knowledge of service standards.
  • Training & Presentation skills.
  • Computer Skills.

    • Specialist Skills / Technical Knowledge Required for this role :

    Minimum (5) years of Related Banking experience in U.A.E.

    إنشاء تنبيه وظيفي لهذا البحث

    Relationship Manager • United Arab Emirates