Relationship Officer - Real Estate

First Abu Dhabi Bank (FAB)


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

  • Meet and exceed monthly and annual sales target objectives
  • Ensure penetration in the market through focus on New to Bank acquisition as well as solicit existing clientele
  • Do proper analysis of the case and provide all related information of the customer after the field visit is done
  • To be familiar with all policies, products and processes to ensure superior client on boarding experience
  • To proactively participate in Learning, Development and training programmes of the bank in order to be effective sales personnel
  • Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated

Financial

General Accountability:

Accomplish set sales and revenue objectives for all Products as per set business plan.

  • Achieve monthly& annual set KPI objectives
  • Focus on New to Bank acquisition along with leveraging existing client base
  • To leverage on cross sell opportunities to ensure higher revenue per customer
  • Maintain Daily Sales Reports on sales performance for review by team leader and manager assets

Customers

Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience.

  • Ensure thorough knowledge of all product, policies and processes in order to achieve superior client on boarding experience
  • To ensure no mis selling to customers by offering products/services transparently as per customer requirements
  • Understand and resolve/escalate customer redresses to ensure timely resolution

Learning & Growth

Participate in the assigned People Development and L&D programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Team

  • To ensure participation in assigned training, Learning & Developemet programmes
  • Awareness to competition offerings and offer suggestions to line manager to improve product/ processes

Internal Processes

Ensure implementation of prescribed Sales & Compliance processes as per Bank's policies. Implement governance & controls to proactively identify, manage and minimize/mitigate potential losses to the franchise within respective Area.

  • Adhere to Risk Control Assessment process across all areas of Business Banking Department - Selling, Client Onboarding,Fraud Control,Client Application & KYC Documentation etc
  • Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings by adherence of all prescribed processes
  • Ensure to bring quality and right customers to the franchise.
  • Discuss the cases with stake holders and ensure support is provided

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