Bank Relationship Officer
Description
More jobs available at www.Jobhunt.ae Location: Dubai, UAEDepartment: Relationship Management Reports To: Relationship Manager Job Summary: The Bank Relationship Officer plays a pivotal role in building and maintaining strong relationships with existing and potential customers. This position requires a dynamic and customer-focused individual who will be responsible for understanding clients' financial needs, providing tailored financial solutions, and ensuring a high level of customer satisfaction. The Bank Relationship Officer will work closely with the Relationship Manager to achieve the bank's business goals and objectives.Key Responsibilities: Client Relationship Management: Build and maintain strong relationships with existing clients.Identify potential clients and develop strategies to acquire new business.Conduct regular meetings with clients to understand their financial needs and goals.Financial Advisory: Provide expert financial advice and guidance to clients, including investment options, savings plans, and loan products.Develop customized financial solutions to meet individual client needs.Keep up-to-date with industry trends and market conditions to provide relevant advice.Product Knowledge: Stay well-informed about the bank's products and services.Educate clients on the bank's offerings and help them make informed decisions.Sales and Targets: Achieve and exceed sales targets and objectives set by the bank.Cross-sell and upsell various banking products and services.Identify opportunities for revenue generation and market expansion.Documentation and Compliance: Ensure that all client documentation and transactions comply with regulatory requirements.Maintain accurate records of client interactions and transactions.Customer Service: Provide exceptional customer service by addressing client inquiries and resolving issues promptly.Act as a point of contact for client concerns and feedback.Market Research: Conduct market research to identify trends and competitor strategies.Use market insights to develop new client acquisition strategies.Qualifications: Bachelor's degree in Finance, Business, or a related field.Proven experience in a customer-facing role, preferably in the banking or financial industry.Strong knowledge of financial products and services.Excellent communication and interpersonal skills.Sales and target-oriented with a proven track record of achieving goals.Ability to build and maintain relationships with clients.Sound understanding of banking regulations and compliance.Proficiency in using banking software and technology.Additional Requirements: Financial industry certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are a plus.Willingness to work flexible hours and travel as required.How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their relevant qualifications and experience. #J-18808-Ljbffr
Posted: 7th July 2025 6.26 pm
Application Deadline: N/A
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