Senior Relationship Manager
Job Purpose To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
Skills
About This Role
Job Purpose
- To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
- Enhance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
- Source new business from HNW individuals through referrals, marketing activities and personal contacts.
- Ensure clients are aware of all financial services offered by the bank.
- Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.
Key Result Areas
- Optimize the potential value of the client base through the delivery of Products and Services.
- Communicate with HNW client and identify their financial needs.
- Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services.
- Maximize profitability from the gold base whilst countering competition from other providers offering alternative investments / WM opportunities.
- Acquire New to Bank HNW clients.
- Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
- Safeguard the bank from potential loss / AML fraud / and ensure ethical behaviour at all times during and after sales.
- Enhance market profile and awareness.
- Minimize customer attrition.
Skills / Experience
- University Graduate.
- Strong selling & financial markets knowledge.
- Strong interpersonal skills and cultural sensitivity.
- Relationship Management Networking skills.
- Extrovert/Amiable personality.
- Minimum of 5-6 years of experience in a similar job with another bank / financial services in the UAE.
- Excellent communication and negotiation skills.
- CISI certified – level 3.
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