وصف الوظيفة
Role Overview
Virtual Relationship Manager at RAK BANK, based on a remote or virtual working basis.
Role Purpose
Manage a designated portfolio of customer relationships to identify and address customer needs while delivering excellent service in line with customer expectations and service terms, and to achieve budgeted sales and service targets within acceptable risk standards.
Key Responsibilities
Sales & Business Development
- Achieve budgeted sales and service targets within acceptable risk standards.
- Regularly review customer portfolio to identify potential sales, business opportunities, and cross-sell existing products.
Customer Relationship Management
- Manage a designated portfolio of customer relationships to identify and address customer needs.
- Ensure the overall service provided is in line with customer expectations and the terms of the service offer.
- Manage the portfolio allocated in a timely manner to avoid delay or complaint.
- Work closely on client requests and queries error-free (Mission Zero).
Service Delivery & Query Resolution
- Provide specialist information, guidance, and advice to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.
- Ensure that client communication and query resolution are aligned with internal processes and turnaround time (TAT).
Operational Compliance & Process Management
- Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy.
- Ensure that the business is booked as per laid-down procedures and guidelines.
- Carry out due diligence with respect to money laundering and other regulatory requirements.
- Always comply with the Staff Code of Conduct to ensure a positive image of the Bank is presented to all customers, both internal and external.
General Duties
- Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department.
Qualifications & Experience
- Bachelor's degree minimum.
- Minimum of 2 years' experience in banking or financial services, with a focus on relationship management.
Skills & Competencies
- Oral and written communication.
- Sales acumen.
- Relationship management.
- Banking process and knowledge.
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