Relationship Manager - Mashreq Gold.RBG - MG Client Coverage - DIC.Retail Banking Group
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Key skills for this role
Role Overview
Provide personalized service to a portfolio of high-net-worth clients and develop close relationships that support profitable contribution and retention.
Grow Mashreq Gold revenues, product penetration, client portfolios, and new-to-bank acquisition.
Key Skills for This Role
Full Job Posting
Role Overview
Provide personalized service to a portfolio of high-net-worth clients and develop close relationships that support profitable contribution and retention.
Grow Mashreq Gold revenues, product penetration, client portfolios, and new-to-bank acquisition.
Client Growth and Sales
- Promote cross-selling and up-selling of bank products to existing and new-to-bank customers.
- Source new high-net-worth business through referrals, marketing activities, and personal contacts.
- Achieve revenue, sales, portfolio growth, and annual and monthly financial targets.
Client Service and Needs
- Ensure clients are aware of the bank's financial services and products.
- Identify the financial needs of high-net-worth clients and deliver Mashreq Gold products and services.
- Maintain proactive contact and provide superior service by anticipating and resolving issues.
Risk and Market Position
- Maximize profitability from the Gold client base while responding to competing investment and wealth-management providers.
- Safeguard the bank against potential loss, AML issues, and fraud and ensure ethical behavior during and after sales.
- Enhance market profile and awareness and minimize customer attrition.
Qualifications and Experience
- University graduate.
- Strong selling and financial markets knowledge.
- Strong interpersonal skills, cultural sensitivity, relationship management, and networking skills.
- Five to six years of experience in a similar role with another bank or financial-services company in the UAE.
- Excellent communication and negotiation skills.
- CISI certified.
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