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Relationship Manager- Priority Banking

3.00 to 5.00 Years   Sharjah   11 Nov, 2023
Job LocationSharjah
EducationNot Mentioned
SalaryNot Mentioned
IndustryBanking / Accounting / Financial Services
Functional AreaNot Mentioned

Job Description

JOB DESCRIPTIONRole : Relationship Manager- Priority BankingLocation : SharjahRole 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 . 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.. 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.. 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 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). 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

Keyskills :
Computer Skills financial analysis service standards Investment Sales Training Product Development Wealth Advisory Wealth Management Financial Planning Presentation Skills Operational Policies Financial Markets

About Company

Abu Dhabi Islamic Bank PJSC (Arabic: مصرف أبوظبي الإسلامي) is an Islamic bank based in Abu Dhabi city, in the United Arab Emirates.

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