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Description Responsibilities 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 remotely. - 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) remotely 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. Channels Cooperation - Making referrals to other channels based on identified customer needs. - Smoothly implementing of Priority Banking services across surrounding branches Management of service delivery - Monitoring service levels for customer satisfaction remotely. - Customer retention efforts with personal involvement in complaint resolution account closures and inquiries remotely. - Getting ad-hoc customer feedback remotely. 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 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) - 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 Related Banking experience in U.A.E Required Experience Manager #J-18808-Ljbffr
