Portfolio Relationship Manager
Description
Role: Portfolio Relationship Manager - Priority Banking Division: Retail Banking Responsibilities: Client/Business Acquisition: Generate new business through marketing activities, gold center contacts, and existing network. Acquire new to bank customers and identify potential expansion locations. Channels Cooperation and Service Delivery Management: Collaborate across channels to promote financial products remotely, ensuring smooth implementation of Priority Banking services across branches. Control and Risk Mitigation: Evaluate clients' risk profiles, ensure proper documentation, and make referrals based on customer needs. Customer Relationship and Retention: Build trust with key customers, maintain a loyal customer base, handle complaints, account closures, and gather customer feedback remotely. Sales and Business Growth: Increase team revenue through cross-selling and up-selling, convert inbound/outbound leads to sales. Credit Review and Compliance: Review credit applications, adhere to processes and procedures, and identify error trends for process improvements. Skills and Technical Knowledge: University degree or recognized professional certification. At least three years of experience in financial analysis, markets, investment, wealth management, or financial planning. Detailed knowledge of ADIB's Retail Banking products & services. Experience in sales, product development, or wealth advisory for priority banking customers/retail HNIs. Knowledge of ADIB's Retail Credit & Operational Policies & Procedures. Understanding of UAE banking practices, regulations, and risks. UAE Financial Rules & Regulations Certification. International Certificate in Wealth and Investment Management (Level 3). Good knowledge of local market competitors. Disclaimer: Naukrigulf.com is a platform connecting jobseekers and employers. Applicants should verify the legitimacy of employers independently. We do not endorse payment requests or sharing sensitive personal information. For security concerns, contact abuse@naukrigulf.com. #J-18808-Ljbffr
Posted: 13th June 2025 8.57 am
Application Deadline: N/A
Similar Jobs
Explore more opportunities like this