ADIB
Abu Dhabi, UAEPosted 3 weeks ago
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. 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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