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    Relationship Manager - Dubai, United Arab Emirates - Tanfeeth Dubai

    Tanfeeth Dubai
    Tanfeeth Dubai Dubai, United Arab Emirates

    Found in: Talent AE A C2 - 6 days ago

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    Description
    • To act as main point of contactfor PRB customers, leveraging designated CSRs effectively for basicbanking transactions and servicerequirements
    • To initiate, develop and retainclient relationships, while contributing actively to the businessdevelopment goals of the unit
    • To be engaged inclient acquisition activities, presenting to clients, closingdeals, managing and developing clientaccounts
    • Understand when to bring in ProductSpecialists when specialized advice is needed, ensuring clients areprovided with the best quality advice at everyinteraction
    • Responsible for account opening,initial relationship building and managing the early customerlifecycle for New To Bank customers
    • To beconversant with the full range of Priority Banking products andservices, to be competent in discussing Priority Banking offeringto all clients, including basic banking products and services,lending products,, financial advisory and asset managementservices. To act as an effective "trustedadvisor" in the delivery of these services to his/herclients, ensuring the optimum financial solution is delivered toclients at all times.
    • To proactively contactcustomers in portfolio in order to capture higher share of walletby cross-selling products and marketing new products andservices.
    • To be responsible for ensuringup-to-date compliance, KYC and client profile for each client aswell as maintaining a high level of confidentiality at alltimes
    • To be responsible for assessing customerrisk tolerance and investment suitability of each client andexplaining appropriate products and services to meet clientrequirements
    • Accountable for regular monitoringof client satisfaction and service quality levels by ensuring thatclient expectations are consistently met andexceeded
    • To cross sell and refer business toother areas of the bank (e.g. Private Banking, Corporate Banking,etc.)
    • To keep abreast of market trends,customer preferences and new products, as well as to regularlymonitor activity by keycompetitors

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