الصفحة الرئيسية الإمارات العربية المتحدة Relationship Manager - Priority Banking United Arab Emirates Posted on 12/11/2023 Trending
الصفحة الرئيسية الإمارات العربية المتحدة Relationship Manager - Priority Banking United Arab Emirates Posted on 12/11/2023 Trending
Relationship Manager - Priority Banking United Arab Emirates Posted on 12/11/2023 Trending
تفاصيل الوظيفة
Role: Gold Relationship Manager - Priority Banking Division: Retail Banking Location: Dubai Department: Priority Banking
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
The competencies required to undertake this role and the level at which performance would be assessed as being satisfactory are: (1 - least desirable, 5 - max desirable)
BEHAVIOURAL COMPETENCIES Customer Focus 5 Drive for Excellence 4 Integrity & Trust 5 Ownership 3 Decision Quality 4 Business Acumen 3 Strategic Ability 3
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 • Introduction to Securities and Investment (international) • 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
Previous experience: Minimum (3) years of Related Banking experience in U.A.E
#J-18808-Ljbffr Finance
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الشركة المعلنة عن الوظيفة
Confidential
-
Customer Relationship Manager Diploma City of London College of Economics184 درهممدة الدورة التدريبية: Upto 50 Hours
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Customer Relationship Management Certificate New Skills Academy88 درهم
1,098 درهممدة الدورة التدريبية: Upto 5 Hours
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