Home UAE Relationship Manager - MG

Home UAE Relationship Manager - MG

Relationship Manager - MG

Full time at Mashreq in UAE
Posted on January 6, 2025

Job details

Job Description

  • To provide a portfolio of HNW clients with personalized service to develop close relationships, achieve maximum profitable contribution for the client and the bank, and retain their loyalty and respect.
  • Enhance Mashreq Gold balance sheet sales/revenues and promote cross-selling of bank products to all existing clients.
  • Source new business from HNW Mashreq Gold individuals through referrals, marketing activities, and personal contacts.
  • Ensure clients are aware of all financial services offered by the bank.
Reach financial goals set for the role by the business as per annual and monthly financial targets, including cross-sell and up-sell of products to customers, to existing and new-to-bank customers. Responsibilities
  • Optimize the potential value of the client base through the delivery of MG Products and Services.
  • Communicate with HNW clients and identify their financial needs.
  • Achieve revenue goals, sales, and portfolio growth targets across a range of products and services.
  • Maximize profitability from the Gold base while countering competition from other providers offering alternative investments/WM opportunities.
  • Acquire new-to-bank HNW clients.
  • Maintain a superior customer service experience for clients, including pre-empting issues and proactive servicing.
  • Safeguard the bank from potential loss/AML fraud and ensure ethical behavior at all times during and after sales.
  • Enhance market profile and awareness.
  • Minimize customer attrition.
  • Maintain proactive client contact.
Qualifications
  • University graduate.
  • Strong selling & financial markets knowledge.
  • Strong interpersonal skills and cultural sensitivity.
  • Relationship management networking skills.
  • Extrovert/amiable personality.
  • Minimum of 5-6 years experience in a similar job with another bank/financial services in the UAE.
  • Excellent communication and negotiation skills.
  • CISI certified level 3.
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