Description
Role : Relationship Manager Priority Banking
Location : Dubai
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
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 Required for this role:
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
Previous experience:
Minimum (3) years of Related Banking experience in U.A.E
Required Experience:
Manager
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