Relationship Manager

4 weeks ago


dubai, United Arab Emirates Abu Dhabi Islamic Bank PJSC Full time

Role       : Relationship Manager – Priority Banking    
Location : Dubai                             
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      
 

1.    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:
 

1.    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    


Previous experience: 

Minimum (3) years  of Related Banking experience in U.A.E

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