Job Description

Are you a driven sales professional with a passion for finance and client relationship management? Join our dynamic team at a leading brokerage company specializing in home finance, mortgage finance, trade & working capital, invoice discounting, banking facilities, project finance, and short-term loans.

About the Role

We are seeking a

highly motivated and experienced Relationship Manager

to spearhead sales and manage relationships across a diverse portfolio of financial products and services. You will play a pivotal role in business development, client acquisition, and portfolio management for both retail and corporate clients.

Key Responsibilities

Sales & Business Development

Promote and sell a range of financial products, including business loans, mortgages, trade finance, corporate finance, asset finance, construction finance, and project finance. Achieve and exceed revenue targets through effective sales strategies. Source new business through various marketing activities: referrals, cold calling, telecalling, direct mail, email, and networking. Manage and grow B2B corporate relationships; represent the company at client meetings.

Client & Portfolio Management

Analyze client needs, facility requirements, and financial health. Prepare and present credit applications, including financial statement analysis, bank statement review, VAT reports, and cash flow projections. Ensure all documentation for credit proposals is complete and collateral is sufficient. Oversee facility disbursements and adjustments.

Compliance & Ethics

Ensure all sales activities comply with company policies and regulatory frameworks. Uphold high standards of ethical sales practices, integrity, fairness, and professionalism. Educate clients on product terms and conditions prior to finalization or signing of facility offer letters.

Reporting & Documentation

Prepare high-quality, informative, and professional call reports. Ensure accurate and timely completion of all client documentation and internal reporting.

Teamwork & Internal Cooperation

Collaborate effectively with all employees and support departments. Foster innovation, customer focus, and creative problem-solving within the team. Maintain professional relationships with internal and external stakeholders. Complete mandatory training and pursue skill development as identified with line managers.

Required Skills & Qualifications

Education:

Minimum Bachelor's degree.

Experience:

At least 3 years of relationship management experience in a banking or financial services environment.

Skills:

Excellent sales, negotiation, and client management skills. Strong analytical and financial assessment abilities. Proficient in preparing credit applications and financial analysis. Excellent verbal and written communication skills. Strong computer proficiency. Knowledge of cross-selling financial products. Willingness to travel for client meetings and business development.

Key Attributes

Target-driven:

Ability to work in a target-based environment and consistently achieve business goals.

Ethical:

Commitment to high ethical standards and regulatory compliance.

Collaborative:

Strong team player with a focus on building trust and effective communication.

Proactive:

Self-motivated with a drive to identify and capitalize on new business opportunities.
Job Type: Full-time

Pay: AED3,000.00 - AED4,500.00 per month

Application Question(s):

Did you read the job description carefully and do you fully understand the responsibilities of this role? Our salary package ranges from AED 3,000 to 4,500, depending on your experience and management approval. We will not offer more than this amount, but we also provide attractive incentives or sales bonuses. Are you comfortable with this salary structur? Do you have previous experience in any of the following areas: home finance, mortgages, corporate finance, or microfinance? If so, can you describe your role and key responsibilities in those areas?
Application Deadline: 30/07/2025