Senior Relationship officer

4 weeks ago


Abu Dhabi, Abu Dhabi, United Arab Emirates ADIB - Abu Dhabi Islamic Bank Full time
Senior Relationship Officer - ADIB@Work (Outsource)

Location: Abu Dhabi

Role Purpose:
Develop strong relationships with key contacts in targeted sectors/segments to source payroll salaried accounts and cross-sell asset products (i.e., Covered Cards and Personal Finances) aligned with ADIB policies and procedures.

Key Accountabilities of the Role:

  • Source payroll accounts from targeted sectors/segments and achieve or exceed the assigned monthly target.
  • Cross-sell and source Covered Cards products from targeted sectors/segments and achieve or exceed the assigned target.
  • Cross-sell and source Personal Finance products from targeted sectors/segments and achieve or exceed the assigned target.
  • Develop and maintain strong relationships with respective employers' HR/Finance/Admin within targeted government entities, multinationals, and well-known large and medium corporates in addition to new establishments and Free Zones.
  • Conduct marketing/kiosk/onboarding sessions within targeted employers to market ADIB products and services.
  • Participate and complete activities assigned by management.
  • Maintain full awareness of product policies and procedures and ensure swift implementation.
  • Visit potential employers/clients to finalize business deals within targeted turnaround time based on ADIB policy and procedure.
  • Ensure full knowledge of assigned products in terms of knowledge/process and adherence.
  • Deliver timely and prompt service to customers.
  • Adhere to stipulated office timing, follow secrecy norms, and maintain data confidentiality.
  • Prepare and review Standard Credit Applications, ensuring accuracy and authenticity of critical documents (copies of Bank Statement, Passport, EID, Salary certificate/Salary Transfer Letter) prior to sending to the respective unit coordinator for processing.
  • Follow the approval process and escalate delays to superiors if any.
  • Execute and process the aforementioned product lines representing ADIB, prepare files as per checklist, and share physical files with coordinators within 24 hours of completing signing formalities with the customer.
  • Ensure quality of applications submitted and rectify errors/omissions if any.
  • Check file activation and notify management in case of delay at Card centre end.
  • Maintain good rapport within ADIB (inter-department/peers) to ensure smooth business flow.
  • Initiate cross-sell of other banking products (on a best-efforts basis).
  • Escalate customer complaints to management if any.

Specialist Skills / Technical Knowledge Required for this Role:

  • Multi-products sales, payroll, or employee banking experience.
  • Good knowledge of retail banking service standards, sales skills, and computer skills.
  • General awareness of competitors in the local/regional market.
  • Driving License.
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