Director- Elite Banking
1 week ago
Job Description
AcquisitionUnderstand the client's requirements and assesses, discusses and agrees on a deal's desirability in coordination with products and related partners, to ensure business requirements.
- Develop account plans to swiftly follow-up on identified business opportunities.
- Provide regular updates related to pipeline & accounts development.
- Provide inputs to the Unit Head on customer needs and trends in the market, commercially viable for product enhancement.
Build and maintain effective relationships with customers and manage their accounts under the guidance and support of the Unit Head, ensuring business continuity and assisting customers in making informed decisions regarding their accounts and understanding the financial services offered.
- Act as the main point of contact for all clients in the portfolio to ensure appropriate servicing and effective resolution of issues.
- Develop a close working relationship with all product partners to contribute to cross-selling opportunities.
- Prepare and execute a call program to evaluate risks, assess opportunities, and maximize potential to cross-sell products.
Hold regular meetings with portfolio clients and maintain ongoing dialogue to:
- Discuss their financial needs and introduce products and services to maximize portfolio revenues.
- Ensure clients are aware of all products/services relevant to their situation and credit analysis.
Stay updated on all services and products the customers are utilizing from the bank, addressing any issues or requests across departments to ensure awareness of the customer.
Ensure compliance with all regulatory, audit, and internal control standards to maintain operational efficiency and minimize operational losses.
Internal CollaborationDevelop relationships and coordinate with other departments to meet client service expectations. Engage with stakeholders including Operations, Technology, Branches, Legal, and Risk to deliver a timely level of client experience.
Self-Management Responsibilities- Define performance goals at the start of the year in discussion with the reporting manager and ensure achievement throughout the year.
- Identify training and development requirements for self and agree on arrangements with the reporting manager.
- Strive to achieve the highest levels of proficiency in all competencies and skills required for the role.
- Keep abreast of professional developments, new techniques, and current issues through continued education and professional growth.
- Minimum of 5 years of relevant experience in retail customer relationship management.
- Bachelor's Degree in Business Administration, Finance and Banking, or a related major field of study.
- Must be SCA certified (CISI Level 3 and UAE Rules & Regulations).
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