OpRisk & Compliance - Magazine on operational risk, corporate governance, business continuity, compliance, financial crime
OpRisk & Compliance - Free trial
OpRisk & Compliance - Magazine on operational risk, compliance About Oprisk & Compliance Subscribe to OpRisk & Compliance Advertise on OpRisk & Compliance Contacts at OpRisk & Compliance Free trial to OpRisk & Compliance Help on OpRisk & Compliance
Career Center Jobs and Career Management in the Financial Markets, Banking & Finance Career Center
  Job Seekers Sign in / Register Recruiter's Sign-in
Relationship Manager, UAE-Dubai
Relationship Manager
Location:   UAE-Dubai  
Remuneration:   Attractive Tax free salary  
Position Type:   Employee  
Employment type:   Full time  
Updated:   18 Nov 2008  
eFC Ref no:   467275  
 


The scope of the role is to focus on the analysis and satisfaction of Priority Customers financial as well as investment needs and objectives. Products involved are: IS/BA/FX, NTB A/c, Liability products and any new launches.

  • Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue.
  • Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, no. of transactions.
  • Induction of all (NTB) new customers brought in by the Branches & Direct Sales team.
  • Achieve best in class productivity in order to maximize the efficacy of the sales process.
  • Achieve the budgeted cross sell targets, consistency and penetration.
  • Aggressive Sales call plans to acquire large prospective customers through referrals.
  • Ensure coverage of customer base in accordance with the approved contact plans.
  • Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business Done, etc.)
  • Maintain and update customer information on C Manager. Accurate and timely generation of reports.
  • Activation of dormant accounts.
  • Constantly updated product and process knowledge by successfully attending Tests/ Quizzes/ Certifications.

    Customer Relationship Building:
  • Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
  • Effectively meeting customer expectations and handling/ reduction of customer complaints.
  • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
  • Serve as the one-point contact to the High Net Worth customers of the Bank.

    Compliance & Risk:
  • Ensure KYC/AML updates, proper zero error documentation.
  • Updating the Manager, adhering to the Contact Management Plan.
  • Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
  • Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
  • Ensure full awareness of all policies relating to operational risk, sales processes, anti-misselling, etc and comply with the same.
  • Read, understand and comply with all provisions of the Group Code of Conduct.


SELECTION CRITERIA:

  • University Graduate.
  • Minimum 3/4 years experience in sales and relationship management.
  • Experience in handling all Banking & Investment Products.
  • Demonstrated ability in sales planning.
  • Strong communication and negotiation skills with the ability to influence outcomes.
  • Networking ability to manage interdepartmental deliverables.
  • Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit.
  • Good understanding of the business environment in UAE preferably with direct contacts with the local HNI community.
  • Prefer Abu Dhabi market experience
  • Computer literacy at the user level.
  • Adapting to multi-cultural environment.
  • In-depth knowledge of capital markets and financial planning.
  • Willing to join with a revenue commitment in place for minimum 30,000USD

Email this job
Print this job
Save this job
Recruiter Ref:
1234

Email this job
Print this job
Save this job

© Incisive Media Ltd. 2007 Jobs at Incisive Media | Terms and conditions | Privacy policy | Accessibility statement