Relationship Manager

Job Summary

Wealth Management Services

• Attain required international wealth management qualifications per CB standards.
• Conduct wealth management meetings using structured fact find, risk profile, and recommendations.
• Perform regular financial reviews to maintain relationship and product penetration.
• Provide customers with timely wealth management statements, especially during turbulent times.
• Self-study to upskill and build personal knowledge.

Customer Acquisition and Retention

• Acquire new Miqdam Banking customers in line with segment growth objectives and acquisition targets.
• Develop existing relationships to increase wallet share, assets under management, liabilities, investment balances, and Total Relationship Value.
• Deliver personalized customer service and act as primary point of contact for banking requirements.
• Conduct regular customer calls, meetings, and visits per portfolio management standards.
• Resolve customer requests, enquiries, and complaints efficiently within agreed service standards.
• Leverage customer insights, data analytics, and relationship intelligence for deepening and cross-selling.
• Achieve agreed acquisition, retention, revenue, and product penetration targets.

Relationship Management

• Maintain an assigned portfolio of Miqdam Banking customers with consistent relationship coverage.
• Prepare and conduct portfolio review meetings to identify growth opportunities.
• Promote products and services including liabilities, lending, cards, investments, deposits, and wealth solutions.
• Collaborate with Wealth Management, Private Banking, Product, and Support teams.
• Develop and execute account plans for key customers to maximize profitability and satisfaction.
• Ensure walk-in and referred customers receive premium service standards.
• Demonstrate knowledge of Qatari culture, traditions, business etiquette, and customer expectations.

Customer Analysis

• Gather information on existing and potential customers and analyse credit worthiness and financial information.
• Profile clients to identify banking needs and introduce appropriate products and services.
• Assist in developing account plans consistently and in a timely manner.
• Attain competency in banking tools such as CRM, KAPITI, and Digital RM platform.

Related Assignments

• Support business development, customer engagement, and marketing initiatives for the Miqdam Banking Segment.
• Participate in customer events, networking activities, and business development opportunities.
• Assist management with special projects, initiatives, and assignments as required.
• Perform other duties and responsibilities as assigned by management.

Skills

• Bank Policies and Procedures
• Consumer Lending
• Credit Card Accounts
• Customer Conflict Management
• Customer Relationship Management
• Financial Analysis
• Financial Product Knowledge
• Loan Processing
• Oral/Written Communications
• Private Client Services
• Product/Service Knowledge
• Relationship Management

Education

• Bachelor's Degree, preferably in Business-related major.

Competencies