Overview
Relationship Manager- Priority Banking Jobs in Abu Dhabi, UAE/Dubai at ADIB – Abu Dhabi Islamic Bank
Role :
Relationship Manager
– Priority Banking
Location:
Al Ain
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 Client/ Business Acquisition
- Generating new business via out marketing activities, gold center contacts and existing network.
- Increasing team revenue and productivity by cross-selling and up-selling.
- 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.
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.
- Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries.
Control and Risk Mitigation
- 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 ADIB’s Retail Banking products & services.
- Experience in sales, product development or wealth advisory to priority banking customers/ retail.
HNIs
- Broad knowledge of ADIB’s 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). - Risk in Financial Services Certification.
- International Certificate in Advanced Wealth Management (Level
4). - Good Knowledge of competitors in the local market.
- Detailed knowledge of service standards.
Previous experience
- Minimum (5) years of Related Banking experience in U.A.E.
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Title: Relationship Manager- Priority Banking
Company: ADIB – Abu Dhabi Islamic Bank
Location: Abu Dhabi, UAE/Dubai
Category: