Relationship Manager - Priority Banking

Role : Relationship Manager – Priority Banking

Location : Dubai

Role Purpose :

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients’ financial needs.

Key Accountabilities of the role:

1. Client / Business Acquisition:
   • Generating new business via marketing activities, gold center contacts, and existing network.
   • Increasing team revenue and productivity by cross-selling and up-selling.
   • Acquiring new to bank customers.
   • Identifying new potential expansion locations.
   • Converting in-bound and outbound leads to sales.
   • Building a strong trust relationship with key customers.
   • Maintaining a loyal pool of customers/alliances who refer potential customers.
   • Promoting financial products.
   • Collecting required information and data.
   • Evaluating clients’ ability and appetite to handle risks (Risk Profile) and associated functions.
2. Channels Cooperation:
   • Making referrals to other channels based on identified customer needs.
   • Smoothly implementing Priority Banking services across surrounding branches.
3. Management of Service Delivery:
   • Customer retention efforts with personal involvement in complaint resolution, account closures, and inquiries.
   • Gathering ad-hoc customer feedback.
4. Control and Risk Mitigation:
   • Reviewing credit applications.
   • Adhering to laid out processes and procedures.
   • Ensuring appropriate and adequate documentation.
   • Identifying trends of errors and proactively advising process improvements.

Minimum Requirements: Minimum (3) years of related banking experience in U.A.E.