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Job 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