Relationship Manager – Priority Banking
ADIB - Abu Dhabi Islamic Bank
Date: 9 hours ago
City: Abu Dhabi
Contract type: Full time
Role : 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
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Infrastructure Engineer
Keyrock,
Abu Dhabi
2 days ago
About KeyrockSince our beginnings in 2017, we've grown to be a leading change-maker in the digital asset space, renowned for our partnerships and innovation.Today, we rock with over 180 team members around the world. Our diverse team hails from 42 nationalities, with backgrounds ranging from DeFi natives to PhDs. Predominantly remote, we have hubs in London, Brussels and Singapore, also...
Facilities Officer
Etihad,
Abu Dhabi
2 days ago
Synopsis The Facilities Officer is responsible for the day to day management, operation, maintenance and aesthetics of Etihad Airways Facilities in Abu Dhabi. This will involve managing and directing FM contractor’s activities and liaising with the end users to ensure that all facilities are safe, fully operational and at the expected standards in line with the company’s vision to be...
Quantitative Researcher - Digital Assets Liquidity (EMEA Remote)
Keyrock,
Abu Dhabi
2 days ago
About KeyrockSince our beginnings in 2017, we've grown to be a leading change-maker in the digital asset space, renowned for our partnerships and innovation.Today, we rock with over 180 team members around the world. Our diverse team hails from 42 nationalities, with backgrounds ranging from DeFi natives to PhDs. Predominantly remote, we have hubs in London, Brussels and Singapore, also...