Senior Relationship Manager â Priority Banking
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Job Description
Role : Senior 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
Channels Cooperation:
- Making referrals to other channels based on identified customer needs
- Smoothly implementing of Priority Banking services across surrounding branches
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.
Control and Risk Mitigation:
- 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.
- 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 five years in the area of the financial analysis financial markets investment wealth management or financial planning
- Detailed knowledge of ADIBs Retail Banking products & services
- Experience in sales product development or wealth advisory to priority banking customers/ retail HNIs
- Broad knowledge of ADIBs 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)
- 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
Required Experience:
Manager
Employment Type
Full Time
