Início EAU Bank Relationship Officer

Início EAU Bank Relationship Officer

Bank Relationship Officer

Full time na a Laimoon Verified Company no UAE
Publicado em October 25, 2024

Detalhes do emprego

Location: Dubai, UAE

Department: 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.

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