Relationship Manager - ADIB Securities

ADIB - Abu Dhabi Islamic Bank


Date: 2 weeks ago
City: Abu Dhabi
Contract type: Full time


Role : XX
Location : Al Ain

Role Purpose:

The Relationship Sales Manager will drive client acquisition, retention, and revenue growth for ADIB Securities by leveraging market expertise, ethical sales practices, and relationship-building skills. The role involves:


  • Onboarding high-value clients.
  • Delivering tailored investment solutions




  • Ensuring compliance with company policies and market regulations

    Key Accountabilities of the role

    These are the main responsibilities of this role

    Detailed Responsibilities

    Primary Duties and Responsibilities:

    • Conduct market research to identify selling possibilities and evaluate customer needs.
    • Actively seek out new sales opportunities through cold calling, networking, referrals, and targeted outreach.
    • Conduct **client needs assessments** to customize solutions (portfolio management, equities, trading strategies).
    • Prepare and deliver appropriate presentations on products/services for clients upon request.
    • Participating on behalf of the company in exhibitions or conferences or act as a representative in booths
    • Negotiate/close deals and handle complaints or objections.
    • Maintain regular contact with existing clients via meetings, calls, and market updates.
    • Collaborate with the team to achieve better results.
    • Maintain accurate records of client interactions, transactions, and compliance with policies
    • Comply with the company policies, including the code of ethics/conduct.
    • Track performance metrics (e.g., conversion rates, AUM growth) and refine strategies.
    • Set up meetings with potential clients and listen to their wishes and concerns.
    • Resolve client concerns promptly to ensure retention and satisfaction


    Additional Duties and Responsibilities:

    • Prepare **sales performance reports** (weekly/monthly/quarterly) for leadership
    • Review sales plans periodically to align with market performance and identify improvements.


    Supervisory Responsibilities

    Authority Given:

    • Initially, incumbent will not be given expense power, however, will be given approval powers based on his/her level of management experience and brokerage expertise.


    Reporting Lines

    Head of Brokerage BusinessSales & Trading

    Supervision lines

    Head of Brokerage BusinessSales & Trading








    Specialist Skills / Technical Knowledge Required for this role:


    • Bachelor’s degree in finance, Business, or related field
    • Experience +5 years in stockbroking or financial sales.
    • Strong negotiation, communication, and presentation abilities.
    • Deep knowledge in UAE/GCC/US financial markets, including margin trading regulations
    • Proven experience as a sales executive and relationships
    • Advanced proficiency in MS Office (Excel, PowerPoint), Bloomberg Terminal, Reuters Eikon,


    Trading platforms and investment databases.

    • Thorough understanding of marketing and negotiating techniques
    • Track record of negotiating large-scale trades or managing high-net-worth client portfolios
    • Fluent in English, Arabic desirable

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