Job Description

JOB DESCRIPTION

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

. 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.

. 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.

. 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 three 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)
. Risk in Financial Services Certification
. International Certificate in Advanced Wealth Management (Level 4)
. 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

Previous experience:

Minimum (5) years of Related Banking experience in U.A.E