Portfolio Relationship Manager AlAin - Priority Banking

Portfolio Relationship Manager (AlAin)- Priority Banking

United Arab Emirates

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Key Accountabilities of the role

Client/ Business Acquisition :

Channels Cooperation:

Management of service delivery:

Control and Risk Mitigation:

Generating of new business via out marketing activities, gold center contacts and existing network

Increasing team revenue and productivity by cross- selling and up-selling remotely.

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

Carrying out the function(s) remotely of promoting the financial products.

Collection of the required information and data

Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

Making referrals to other channels based on identified customer needs.

Smoothly implementing of Priority Banking services across surrounding branches

Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries remotely.

Getting ad-hoc customer feedback remotely.

Reviewing of credit applications

Adhering to laid out processes and procedures.

Ensuring appropriate and adequate documentation

Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role:

University degree or a recognized professional certificate.

Experience of no less than three years in the area of the 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

Computer Skills

Minimum (5) yearsof Related Banking experience in U.A.

Job Info

Job Identification 3260

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