Relationship Manager- Priority Banking
ADIB · United Arab Emirates
Role : Relationship Manager- Priority Banking
Location : Abu Dhabi
Role Purpose:
To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients’ financial needs.
Key Accountabilities of the role
Client/ Business Acquisition :
- Generating of new business via out marketing activities, gold center contacts and existing network.
- Increasing team revenue and productivity by cross- selling and up-selling.
- Acquiring new to bank customers.
- Identifying new potential expansion locations.
- Converting in-bound and outbound leads to sales.
- Building a strong trust relationship with key customers.
- Maintaining a loyal pool of customers/alliances who refer potential customers.
- Carrying out the function(s) of promoting the financial products.
- Collection of the required information and data.
- Evaluation of the clients’ ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
2. Channels Cooperation:
- Making referrals to other channels based on identified customer needs.
- Smoothly implementing of Priority Banking services across surrounding branches.
3. Management of service delivery:
- Monitoring service levels for customer satisfaction
- Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries.
- Getting ad-hoc customer feedback.
4. Control and Risk Mitigation:
- Reviewing of credit applications
- Adhering to laid out processes and procedures
- Ensuring appropriate and adequate documentation
- Identifying trends of errors and proactively advice processes improvements
Specialist Skills / Technical Knowledge Required for this role:
• University degree or a recognized professional certificate.
• Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
• Detailed knowledge of ADIB’s Retail Banking products & services.
• Experience in sales, product development or wealth advisory to priority banking customers/ retail.
• Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
• Detailed knowledge of ADIB’s Retail Banking products & services.
• Experience in sales, product development or wealth advisory to priority banking customers/ retail.
HNIs
- Broad knowledge of ADIB’s Retail Credit & Operational Policies & Procedures
- Specific Knowledge of UAE banking practices , regulations & risks
- UAE Financial Rules & Regulations Certification
- International Certificate in Wealth and Investment Management (Level 3)
- Risk in Financial Services Certification
- International Certificate in Advanced Wealth Management (Level 4)
- Good Knowledge of competitors in the local market
- Must have led a team of professionals
- Detailed knowledge of service standards
- Training & Presentation skills
- Computer Skills
Previous experience:
Minimum (5) years of Related Banking experience in U.A.E
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