Director- Elite Banking

Customer Acquisition

• Understand the clients' requirements and assess, discuss, and agree on a deal's desirability in coordination with products and related partners to ensure business requirements.
• Develop account plans to swiftly follow up on identified business opportunities and provide regular updates related to pipeline & account development.
• Provide inputs to the Unit Head on customer needs and trends in the market which are commercially viable to enable product enhancement, thus catering to customer needs.

• Build and maintain effective relationships with customers and manage their accounts under the guidance and support of the Unit Head to ensure business continuity and help customers make the right decisions with their accounts while explaining the financial services on offer.
• Act as the main point of contact for all clients in the portfolio to ensure appropriate servicing and effective resolution of issues.
• Develop a close working relationship with all product partners to contribute to cross-selling opportunities.
• Prepare and execute a call program to evaluate risks, assess opportunities, and maximize potential to cross-sell products to ensure that the bank's relationship strategy aligns with the portfolio and industry quality.

• Hold regular meetings with portfolio clients and maintain ongoing dialogue with them to discuss their financial needs and introduce products and services to maximize portfolio revenues and ensure they are aware of all products/services relevant to their situation and credit analysis.
• Keep up to date on all the services and products the customers are utilizing from the bank and address requests raised across any department of the bank to ensure awareness of the customer.
• Ensure all regulatory audit and compliance issues are in place and all internal controls are ordered to maintain the highest standards of operational efficiency, minimize operational losses, and reduce the number of near misses.

• Develop relationships and coordinate with other departments to meet client service expectations.
• Engage with stakeholders including Operations, Technology, Branches, Legal, and Risk to deliver a timely and effective level of client experience.

• Define performance goals at the start of the year in discussion with the reporting manager and ensure that the goals are achieved during the course of the year.
• Identify the training and development requirements for self and agree on them with the reporting manager to ensure that the required training is arranged and attended.
• Strive to achieve the highest levels of proficiency in all competencies and skills required to perform the role.
• Keep abreast of professional developments, new techniques, and current issues through continued education and professional growth.

• Minimum of 5 years of relevant experience in retail customer relationship management.
• Bachelor's Degree in Business Administration, Finance, Banking, or a related major field of study.
• SCA certification (CISI Level 3) and UAE Rules & Regulations (Mandatory).