Relationship Manager Excellency

Dubai, United Arab Emirates

Job Description



1.Relationship Management
Develop and manage Excellency client relationships to meet client needs and achieve desired objectives of the Bank in line with the required standards and identify new clients and ensure the proper articulation of services/products which ADCB would offer them in order to increase the size of the portfolio and wallet share.
Manage the daily interactions with clients and provide superior client service in order to improve clients\xe2\x80\x99 experiences and maximize the Bank\xe2\x80\x99s profitability.
Assist in coordinating service provisions with others in order to ensure efficient turnaround of transactions and that clients\xe2\x80\x99 enquiries and documentation needs are met in a timely manner.

2.Portfolio Management
Monitor and control Excellency customer portfolios in order to achieve desired quality through cross sell, upsell and retention.
Cross sell and upsell various products of the Excellency portfolio to existing client accounts, based on the requirements of the client, in order to contribute to the increase in product penetration and wallet share of the existing clients.
Conduct a financial profile with each client to fully understand their requirements and future goals in order to identify and recommend Excellency products and services that help achieve the customer\xe2\x80\x99s future plans.

3.Volume Delivery
Deliver the financial target as agreed with the business whilst adhering to the required standards, policies and procedures in order to achieve set targets.

4.Policies, Processes, Systems and Procedures
Implement approved departmental policies, processes and procedures, and ensure employee adherence so that work is carried out to the required standard while delivering the required standards of service to customers and stakeholders.

5.Continuous Improvement
Manage and motivate the team to ensure they contribute to, and participate in, the identification and implementation of change initiatives, programs and projects in line with the Bank\xe2\x80\x99s standards.

6.Customer Service
Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank\xe2\x80\x99s required levels of service in all internal and external customer interactions.

Skills

Minimum Experience
At least 5 years of experience in relationship management experience in Banking/financial services industry
Minimum Qualifications
Bachelor\xe2\x80\x99s Degree in a related field
Professional Qualifications
Accredited Financial Analyst, Certified Investment Professional, Certificate in Quantitative Finance, Chartered Financial Analyst, Certified International Investment Analyst.
Master Financial Risk Manager (FRM), International Compliance Association (ICA) Specialist or Certificate in Conduct Risk
Knowledge and Skills
Working knowledge and experience of Banking operations and ability to prioritise and handle multiple tasks
Strong planning, analytical and time management skills
In depth knowledge of global financial markets and trends
Understanding of wealth management products and services
Communication skills
Customer service skills

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Job Detail

  • Job Id
    JD1586969
  • 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