Relationship Manager - Priority Banking

Job Description

Role : Relationship Manager - Priority Banking
Location : Dubai

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

1. 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
• 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.
2. Channels Cooperation:
• Making referrals to other channels based on identified customer needs
• Smoothly implementing of Priority Banking services across surrounding branches
3. 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.
4. Control and Risk Mitigation:
• 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:

1. 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
• 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.
2. Channels Cooperation:
• Making referrals to other channels based on identified customer needs
• Smoothly implementing of Priority Banking services across surrounding branches
3. 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.
4. Control and Risk Mitigation:
• 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

Previous experience:

Minimum (3) years of Related Banking experience in U.A.E