Relationship Manager - ADIB Securities

Role Overview

Relationship Manager – ADIB Securities at ADIB, located in Al Ain.

Role Purpose

The Relationship Sales Manager will drive client acquisition, retention, and revenue growth for ADIB Securities by leveraging market expertise, ethical sales practices, and relationship-building skills. The role involves onboarding high-value clients, delivering tailored investment solutions, and ensuring compliance with company policies and market regulations.

Key Responsibilities

Sales Development & Acquisition

• Conduct market research to identify selling possibilities and evaluate customer needs.
• Actively seek out new sales opportunities through cold calling, networking, referrals, and targeted outreach.
• Set up meetings with potential clients and listen to their wishes and concerns.
• Participate on behalf of the company in exhibitions or conferences or act as a representative in booths.

Client Solutions & Delivery

• Conduct client needs assessments to customize solutions including portfolio management, equities, and trading strategies.
• Prepare and deliver appropriate presentations on products and services for clients upon request.
• Maintain regular contact with existing clients via meetings, calls, and market updates.

Deal Management & Client Retention

• Negotiate and close deals and handle complaints or objections.
• Resolve client concerns promptly to ensure retention and satisfaction.

Compliance & Records

• Maintain accurate records of client interactions, transactions, and compliance with policies.
• Comply with company policies, including the code of ethics and conduct.

Performance & Strategy

• Track performance metrics such as conversion rates and AUM growth and refine strategies accordingly.
• Prepare sales performance reports for leadership on a weekly, monthly, and quarterly basis.
• Review sales plans periodically to align with market performance and identify improvements.

Team Collaboration

• Collaborate with the team to achieve better results.

Qualifications & Experience

• Bachelor's degree in Finance, Business, or related field.
• 5+ years of experience in stockbroking or financial sales.
• Proven experience as a sales executive and in relationship management.
• Track record of negotiating large-scale trades or managing high-net-worth client portfolios.

Skills & Competencies

• Strong negotiation, communication, and presentation abilities.
• Deep knowledge of UAE, GCC, and US financial markets, including margin trading regulations.
• Advanced proficiency in MS Office (Excel and PowerPoint).
• Advanced proficiency in Bloomberg Terminal and Reuters Eikon.
• Proficiency in trading platforms and investment databases.
• Thorough understanding of marketing and negotiating techniques.
• Fluent in English; Arabic desirable.

Additional Information

• Reporting to and supervised by the Head of Brokerage Business, Sales & Trading.
• Initially, the incumbent will not be given expense power; however, approval powers will be granted based on level of management experience and brokerage expertise.