First Abu Dhabi Bank
Key Accountabilities: Financial: Support the team to achieve sales and revenue objectives for all Products as per set business plan • Support the team to achieve monthly& annual set KPI objectives • Help the team by providing leads and distribute it • Distribute the team to different area to make sure maximum utilization of the market • Ensure x-sell opportunities are being tracked and sent accordingly • Maintain Daily Sales Reports on sales performance Customers: Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience. • Maintain and enhance relationship with key clients and increase share of wallet • Monitor the performance of all clients on boarded by the team members and be responsible for quality of CDD and documentation. • Keep close monitoring on the market and update the manager • Ensure thorough knowledge of all product, policies and processes in order to achieve superior client on boarding experience • Call random clients and make sure proper information and services is provided • Understand and resolve/escalate customer redresses to ensure timely resolution Learning & Growth: Participate in the assigned People Development and L&D programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Team • To ensure participation in assigned training, Learning & Developemet programmes • Awareness to competition offerings and offer suggestions to line manager to improve product/ processes Internal Processes: Ensure implementation of prescribed Sales & Compliance processes as per Bank's policies. Implement governance & controls to proactively identify, manage and minimize/mitigate potential losses to the franchise within respective Area. • Adhere to Risk Control Assessment process across all areas of Business Banking Department - Selling, Client Onboarding,Fraud Control,Client Application & KYC Documentation etc • Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings by adherence of all prescribed processes • Ensure to bring quality and right customers to the franchise.
Minimum Qualification University Degree / MBA / PGDM / Sales diploma or certification preferable. Minimum Experience ▪ 5-7 years of experience in Banking or in a Financial Industry at supervisory position.
Financial: Support the team to achieve sales and revenue objectives for all Products as per set business plan • Support the team to achieve monthly& annual set KPI objectives • Help the team by providing leads and distribute it • Distribute the team to different area to make sure maximum utilization of the market • Ensure x-sell opportunities are being tracked and sent accordingly • Maintain Daily Sales Reports on sales performance Customers: Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience. • Maintain and enhance relationship with key clients and increase share of wallet • Monitor the performance of all clients on boarded by the team members and be responsible for quality of CDD and documentation. • Keep close monitoring on the market and update the manager • Ensure thorough knowledge of all product, policies and processes in order to achieve superior client on boarding experience • Call random clients and make sure proper information and services is provided • Understand and resolve/escalate customer redresses to ensure timely resolution Learning & Growth: Participate in the assigned People Development and L&D programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Team • To ensure participation in assigned training, Learning & Developemet programmes • Awareness to competition offerings and offer suggestions to line manager to improve product/ processes Internal Processes: Ensure implementation of prescribed Sales & Compliance processes as per Bank's policies. Implement governance & controls to proactively identify, manage and minimize/mitigate potential losses to the franchise within respective Area. • Adhere to Risk Control Assessment process across all areas of Business Banking Department - Selling, Client Onboarding,Fraud Control,Client Application & KYC Documentation etc • Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings by adherence of all prescribed processes • Ensure to bring quality and right customers to the franchise.
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