Relationship Manager, Elite
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Key skills for this role
About the Role
Commercial Bank of Dubai is hiring an Elite Relationship Manager to provide personalized banking and investment advice to Elite customers. The role involves sales of asset, liability, and investment products, proactive client outreach, and achieving financial targets.
Key Skills for This Role
Responsibilities
- Handle Elite asset, liability and investment product sales to meet given target
- Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re work
- Ensure that all customer applications submitted are within CBD policy guidelines
- Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
- Meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products
- Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts
- Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas
- Ensure a consistently high level of customer service is maintained at all times
- Achieve financial budgeted target of Elite Relationship Manager role
Requirements
- Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification or equivalent
- 8 to 10 years’ experience in the investments sales / Relationship Management
- Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio
Full Job Posting
Company Overview
- Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy.
- CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.
Job Purpose
- You will be responsible for providing Elite customers with a personalised banking service, including investment advice and achieve financial budgeted target
Principal Accountabilities
- Handle Elite asset, liability and investment product sales to meet given target
- Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re work
- Ensure that all customer applications submitted are within CBD policy guidelines.
- Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
- Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products
- Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts
- Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas
- Ensure a consistently high level of customer service is maintained at all times
- Achieve financial budgeted target of Elite Relationship Manager role
Education And Experience
- Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification or equivalent
- 8 to 10 years’ experience in the investments sales / Relationship Management
- Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio.
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