Relationship Manager, Elite
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Key skills for this role
About the Role
Commercial Bank of Dubai is seeking an experienced Relationship Manager to provide personalized banking and investment advice to Elite customers. The role involves selling asset, liability, and investment products, building client relationships, and achieving financial targets.
Key Skills for This Role
Responsibilities
- Handle Elite asset, liability and investment product sales to meet given target
- Ensure all product applications are filled accurately and within policy guidelines
- Proactively call existing Elite customers to review needs and make sales of suitable products
- Meet relevant Elite customers at external locations to build relationships and close sales
- Coordinate with Special Accounts Unit for irregular accounts
- Attend weekly and monthly team and area sales meetings
- Ensure consistently high level of customer service
- Achieve financial budgeted target
Requirements
- Bachelor degree in Economics, Finance, Business Management or Science
- CISI or SCA qualification or equivalent
- 8 to 10 years’ experience in investments sales / Relationship Management
- Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio
Full Job Posting
Description
- Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses.
- 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.
- 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.
- Will meet relevant Elite customers at suitable external locations as required.
- 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.
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