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Abu Dhabi

    Senior Relationship Manager - Abu Dhabi, United Arab Emirates - ADIB - Abu Dhabi Islamic Bank

    ADIB - Abu Dhabi Islamic Bank
    ADIB - Abu Dhabi Islamic Bank Abu Dhabi, United Arab Emirates

    Found in: Talent AE C2 - 1 day ago

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    Full time
    Description


    Role : Senior Relationship Manager – Priority Banking
    Location :     Abu Dhabi

    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 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.
    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.
    • Getting ad-hoc customer feedback.
    Control and Risk Mitigation:

    • 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.
    • 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 five 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)
    • 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
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