Relationship Manager jobs in Italy

Job Description

Role : Relationship Manager - Priority Banking
Location : Abu Dhabi

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

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 inbound and outbound leads to sales.
• Building a strong trust relationship with key customers.
• Maintaining a loyal pool of customers/alliances who refer potential customers.

• Making referrals to other channels based on identified customer needs.
• Smoothly implementing Priority Banking services across surrounding branches.

• Monitoring service levels for customer satisfaction.
• Customer retention efforts with personal involvement in complaint resolution, account closures, and inquiries.
• Getting ad-hoc customer feedback.

• Carrying out the function(s) of promoting financial products.
• Collection of the required information and data.
• Evaluation of clients' ability and appetite to handle risks (Risk Profile) and the detailed functions associated therewith.
• Reviewing credit applications.
• Adhering to laid out processes and procedures.
• Ensuring appropriate and adequate documentation.
• Identifying trends of errors and proactively advising process improvements.

• University degree or a recognized professional certificate.
• Experience of no less than five years in financial analysis, financial markets, investment, wealth management, or financial planning.
• Detailed knowledge of ADIB's Retail Banking products & services.
• Experience in sales, product development, or wealth advisory to priority banking customers/retail HNIs.
• Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures.
• Specific knowledge of UAE banking practices, regulations & risks.
• UAE Financial Rules & Regulations Certification.
• International Certificate in Wealth and Investment Management (Level 3).
• Good knowledge of competitors in the local market.
• Must have led a team of professionals.
• Detailed knowledge of service standards.
• Training & Presentation skills.
• Computer Skills.