Relationship Manager – Priority Banking (Abu Dhabi)
Job Description
JOB DESCRIPTION
Role: Relationship Manager – Priority Banking -Al Gharbiyah
Location:Madinat Zayed -West Region (Al Gharbiyah)- AUH
Division: Retail Banking
Department: Priority Banking
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
RESPONSIBILITIES:
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, Technical Competencies 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
. Must have led a team of professionals
. Detailed knowledge of service standards
. Training & Presentation skills
. Computer Skills
Previous experience:
Minimum (5) years of Related Banking experience in U.A.E
Job Details
Employment Types:
Full time
Industry:
Banking / Accounting / Financial Services
Function:
Sales / Business Development
Roles:
Customer Service Executive (Voice)
Skills:
Relationship Manager – Priority Banking (Abu Dhabi)
