Relationship Manager

Dubai, United Arab Emirates

Job Description

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Relationship Manager - Priority Banking


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
Job ID 300002121518098

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Job Detail

  • Job Id
    JD1672247
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, United Arab Emirates
  • Education
    Not mentioned