- Maintain regular communication with clients to enhance portfolio growth and satisfaction.
- Address and resolve customer complaints effectively.
- Use various methods (phone, email, meetings, visits) to maintain strong client communication.
- Focus on serving all clients, especially the premium segment.
- Develop tailored sales plans based on clients' financial needs and goals.
- Educate clients on available products and services, highlighting benefits.
- Conduct financial reviews to identify additional needs and cross-selling opportunities.
- Follow up on leads promptly to convert them into sales.
- Manage the portfolio to achieve growth in liabilities, FX, fees, trade transactions, investments, and general financial targets.
- Ensure portfolio growth compared to the previous year.
- Identify cross-selling opportunities to increase revenue.
- Increase the number of products per customer.
- Implement strategies to maximize portfolio growth while mitigating risk.
- Track and analyze sales performance metrics for improvement.
- Use data analytics to identify high-potential clients and target them with personalized offers.
- Support the team across all areas.
- Follow line manager instructions and complete assigned tasks.
- . Work in multiple locations as needed.
- . Use MIS/CRM software to manage client relationships and sales activities.
- Monitor and analyze cross-selling performance for improvement.
- . Use customer feedback to refine cross-selling approaches and enhance satisfaction.
- Maintain awareness of risk parameters (AML, ADIB compliance, P&P, CB regulations).
- Provide necessary inquiries and documents to the compliance department.
- . Identify and assess potential risks or suspicious activities.
- Monitor customer transactions for risk or non-compliance patterns.
- Bachelor's degree in Finance, Business Administration, or a related field.
- Minimum of 5 years of experience in banking or financial services
- Knowledge of anti-money laundering measures, compliance policies, and central bank regulations.
- Excellent communication and interpersonal skills for effective client relationship management.
- Ability to coordinate and ensure documentation compliance with organizational policies.
- Proficient in handling customer complaints and providing excellent customer service.
- Familiarity with risk monitoring, due diligence, and updating customer records in compliance with regulations.
- Team player with the ability to collaborate effectively with internal teams and business partners.
- Flexibility to work in multiple locations based on business needs.
- Familiarity with ADIB policies and procedures is an advantage.
- Minimum of 5 years of experience in banking or financial services
-
This role is primarily responsible for developing and maintaining business relationships with SBF clients to fulfill their banking requirements. · ...
United Arab Emirates1 week ago
-
The Relationship Manager will onboard potential quality clients with focus on liability products for Emirati & Islamic segment in the assigned region. · In addition, · the candidate will handle other product offerings like Personal loans,Cards,Insurance and other products offered ...
United Arab Emirates18 hours ago
-
This role is primarily responsible for developing and maintaining business relationships with SBF clients to fulfill their banking requirements. Enhance customer relationships through regular planned meetings to maintain proper business relationship, · Acquire volumes principally ...
United Arab Emirates1 week ago
-
The Role of Relationship Manager involves driving client acquisition and managing relationships within Priority and Private Banking segments. It includes sourcing high-net-worth individuals (HNWIs) locally and internationally. · Proactively source NTB clients within Priority & Pr ...
United Arab Emirates1 week ago
-
The Relationship Sales Manager will drive client acquisition, retention, and revenue growth for ADIB Securities by leveraging market expertise, · ethical sales practices, and relationship-building skills. · This includes onboarding high-value clients, · delivering tailored invest ...
United Arab Emirates1 week ago
-
To proactively drive new-to-bank business to grow Emirati and Islamic business presence · maintain close contact and relationship with the clients in a way, which ensures that we remain one of their main banks getting a major share of their wallet. · ...
United Arab Emirates18 hours ago
-
To provide Portfolio of HNW clients with personalized service so as to develop close relationships, · achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. · Enhance Mashreq Gold Balance sheet sales/ revenues · Promote cross sel ...
United Arab Emirates18 hours ago
-
To provide Portfolio of HNW clients with personalized service so as to develop close relationships achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. · Enhance Mashreq Gold Balance sheet sales revenues and promote cross selli ...
United Arab Emirates1 week ago
-
Improve share of wallet & target to be primary bank for each of the relationships in the assigned portfolio. · ...
United Arab Emirates18 hours ago
-
+Job summary · The role is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments. · +QualificationsStrong understanding of wealth management products, private banking services, and liability solutions. · Minimum of ...
United Arab Emirates1 week ago
-
The role involves managing a set of existing Small Enterprise (SE) relationships and originating new SE relationships in business communities around branch locations. · The incumbent will achieve assigned financial and non-financial objectives by meeting all borrowing & non-borro ...
United Arab Emirates18 hours ago
-
To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. · Enhance Mashreq Gold Balance sheet sales/ revenues · Promote cross sell ...
United Arab Emirates4 days ago
-
About Emirates NBD: Emirates NBD is a market leader across the MENAT region with a presence in 13 countries. We serve our customers and help them realise their financial objectives through a range of banking products and services. · Financial: Deliver all the budgeted targets for ...
UAE1 month ago
-
The job purpose is to onboard potential quality clients with focus on liability products for Emirati & Islamic segment in the assigned region. · In addition,the candidate will be required to handle other product offering like Personal loans,Cards, · Insurance and other products o ...
United Arab Emirates18 hours ago
-
To manage existing and solicit acceptable new Trade & Working Capital (TWC) relationships for the Business Banking Division, in order to meet pre-set financial / non-financial objectives. Actively source new-to-bank customers and generate new business leads from walk-in customers ...
United Arab Emirates18 hours ago
-
About Emirates NBD: We are a key participant in the global digital banking industry. · We serve our customers through various products such as retail banking corporate & institutional banking Islamic banking investment banking private banking asset management global markets and t ...
UAE2 weeks ago
-
This role involves providing exceptional care to new and existing partners through a value-driven relationship-based approach. · ...
United Arab Emirates1 month ago
-
The mortgage professional will play a crucial role in Mashreq Mortgages department. They will be responsible for identifying and approaching potential customers, offering tailored mortgage solutions, and ensuring a seamless loan application process. · Source mortgage loans for sa ...
United Arab Emirates1 week ago
-
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Institutional Sales Executive (Remote) · We drive significant growth for our partner by acquiring high-quality leads from both high-net-worth individuals and institutional c ...
United Arab Emirates4 weeks ago
-
To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. · Reach financial goals set for the role by the business as per annual and ...
United Arab Emirates18 hours ago
Portfolio Relationship Manager-BBD(Outsource) - United Arab Emirates - ADIB Group
Description
DescriptionClient Relationship Management and Customer Service:
Portfolio Growth and Financial Targets:
16. Organize and participate in sales events to generate leads.
17. Maintain a strong sales pipeline for new business opportunities.
Team Collaboration and Support:
Portfolio Risk Monitoring:
Implement risk mitigation strategies to protect the portfolio.
Specialist Skills / Technical Knowledge Required for this role:
Minimum Requirements for Portfolio Relationship Manager :
Adherence to line manager instructions and the ability to handle various tasks assigned by the manager or management.
Previous experience required (if any
-
BBD - Relationship Manager (Outsourced)
ADIB Group- United Arab Emirates
-
Relationship Manager
Mashreq Bank- United Arab Emirates
-
Relationship Manager
ADIB Group- United Arab Emirates
-
Relationship Manager
ADIB Group- United Arab Emirates
-
Relationship Manager
ADIB Group- United Arab Emirates
-
Relationship Manager
Mashreq Bank- United Arab Emirates
-
Relationship Manager
Mashreq Bank- United Arab Emirates
-
Relationship Manager
Mashreq Bank- United Arab Emirates
-
Senior Relationship Manager
Mashreq Bank- United Arab Emirates
-
Senior Relationship Manager
ADIB Group- United Arab Emirates
-
Senior Relationship Manager
Mashreq Bank- United Arab Emirates
-
Senior Relationship Manager
Mashreq Bank- United Arab Emirates
-
Senior Relationship Manager
Only for registered members UAE
-
Relationship Manager, Deposits
Mashreq Bank- United Arab Emirates
-
Senior Relationship Manager
Mashreq Bank- United Arab Emirates
-
Virtual Relationship Manager
Only for registered members UAE
-
Partner Relationship Manager
Only for registered members United Arab Emirates
-
Assistant Relationship Manager
Mashreq Bank- United Arab Emirates
-
Remote Relationship Manager
Only for registered members United Arab Emirates
-
Senior Relationship Manager
Mashreq Bank- United Arab Emirates