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Virtual Relationship Manager (Outsource)

Virtual Relationship Manager (Outsource)

ADIBUnited Arab Emirates
7 منذ أيام
الوصف الوظيفي

Client Relationship Management and Customer Service :

  • Maintain regular communication with clients to enhance portfolio growth and satisfaction.
  • Address and resolve customer complaints effectively.
  • Use various methods (phone, email, meetings, visits) to maintain strong client communication.
  • Focus on serving all clients, especially the premium segment.
  • Develop tailored sales plans based on clients’ financial needs and goals.
  • Educate clients on available products and services, highlighting benefits.
  • Conduct financial reviews to identify additional needs and cross-selling opportunities.
  • Follow up on leads promptly to convert them into sales.

Portfolio Growth and Financial Targets :

  • Manage the portfolio to achieve growth in liabilities, FX, fees, trade transactions, investments, and general financial targets.
  • Ensure portfolio growth compared to the previous year.
  • Identify cross-selling opportunities to increase revenue.
  • Increase the number of products per customer.
  • Implement strategies to maximize portfolio growth while mitigating risk.
  • Track and analyze sales performance metrics for improvement.
  • Use data analytics to identify high-potential clients and target them with personalized offers.

    • 16. Organize and participate in sales events to generate leads.

    17. Maintain a strong sales pipeline for new business opportunities.

    Team Collaboration and Support :

  • Support the team across all areas.
  • Follow line manager instructions and complete assigned tasks.
  • Work in multiple locations as needed.
  • Use MIS / CRM software to manage client relationships and sales activities.
  • Monitor and analyze cross-selling performance for improvement.
  • Use customer feedback to refine cross-selling approaches and enhance satisfaction.

    • Portfolio Risk Monitoring :

  • Maintain awareness of risk parameters (AML, ADIB compliance, P&P, CB regulations).
  • Provide necessary inquiries and documents to the compliance department.
  • Identify and assess potential risks or suspicious activities.
  • Monitor customer transactions for risk or non-compliance patterns.

    • Implement risk mitigation strategies to protect the portfolio.

    Specialist Skills / Technical Knowledge Required for this role :

    Minimum Requirements for Virtual Relationship Manager :

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Minimum of 5 years of experience in banking or financial services
  • Knowledge of anti-money laundering measures, compliance policies, and central bank regulations.
  • Excellent communication and interpersonal skills for effective client relationship management.
  • Ability to coordinate and ensure documentation compliance with organizational policies.
  • Proficient in handling customer complaints and providing excellent customer service.
  • Familiarity with risk monitoring, due diligence, and updating customer records in compliance with regulations.
  • Team player with the ability to collaborate effectively with internal teams and business partners.
  • Flexibility to work in multiple locations based on business needs.
  • Familiarity with ADIB policies and procedures is an advantage.

    • Adherence to line manager instructions and the ability to handle various tasks assigned by the manager or management.

    Previous experience required (if any)

  • Minimum of 5 years of experience in banking or financial services
    • إنشاء تنبيه وظيفي لهذا البحث

    Relationship Manager • United Arab Emirates