وصف الوظيفة
Role Overview
Relationship Manager – Priority Banking at ADIB, based in Abu Dhabi. The role attracts, deepens, grows and manages financial relationships with affluent clients, using the full range of banking products and tools within a team-based approach to provide complete solutions to clients' financial needs.
Key Responsibilities
Client and Business Acquisition
- Generate new business via outbound marketing activities, gold center contacts and existing network.
- Increase team revenue and productivity by cross-selling and up-selling.
- Acquire new-to-bank customers.
- Identify new potential expansion locations.
- Convert inbound and outbound leads to sales.
- Build strong trust relationships with key customers.
- Maintain a loyal pool of customers and alliances who refer potential customers.
- Promote financial products.
- Collect required information and data.
- Evaluate clients' ability and appetite to handle risks (Risk Profile) and complete detailed functions associated therewith.
Channels Cooperation
- Make referrals to other channels based on identified customer needs.
- Smoothly implement Priority Banking services across surrounding branches.
Service Delivery Management
- Monitor service levels for customer satisfaction.
- Retain customers through personal involvement in complaint resolution, account closures and inquiries.
- Gather ad-hoc customer feedback.
Control and Risk Mitigation
- Review credit applications.
- Adhere to laid-out processes and procedures.
- Ensure appropriate and adequate documentation.
- Identify trends of errors and proactively advise on process improvements.
Qualifications & Experience
- University degree or recognized professional certificate.
- Minimum five years of related banking experience in the United Arab Emirates.
- Minimum three years of experience in financial analysis, financial markets, investment, wealth management, or financial planning.
- Experience in sales, product development or wealth advisory to priority banking customers and retail high-net-worth individuals.
Skills & Competencies
- Detailed knowledge of ADIB's Retail Banking products and services.
- Broad knowledge of ADIB's Retail Credit and Operational Policies and Procedures.
- Specific knowledge of UAE banking practices, regulations and risks.
- UAE Financial Rules and 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.
- Demonstrated experience leading a team of professionals.
- Detailed knowledge of service standards.
- Training and presentation skills.
- Computer skills.
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