Relationship Manager - Mashreq Gold RBG - MG Client Coverage - DIC Retail Banking Group
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Key skills for this role
About the Role
We are seeking a Relationship Manager to provide personalized service to a portfolio of HNW clients, enhance balance sheet sales, and source new business. The role requires 5-6 years of experience in a similar banking role in the UAE, strong selling skills, and CISI certification.
Key Skills for This Role
Responsibilities
- Provide Portfolio of HNW clients with personalized service to develop close relationships and achieve maximum profitable contribution
- Enhance Mashreq Gold Balance sheet sales/revenues and promote cross selling of bank products to all existing clients
- Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts
- Ensure clients are aware of all financial services offered by the bank
- Reach financial goals set for the role by the business as per annual and monthly financial targets
- Optimize the potential value of the client base through the delivery of MG Products and Services
- Communicate with HNW client and identify their financial needs
- Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
- Maximize profitability from the Gold base whilst countering competition
- Acquire New to Bank HNW clients
- Maintain a superior customer service experience for clients including pre empting issues and proactive servicing
- Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales
Requirements
- University Graduate
- Strong selling & financial markets knowledge
- Strong interpersonal skills and cultural sensitivity
- Relationship Management Networking skills
- Minimum of 5 6 years of experience in a similar job with another bank / financial services in the UAE
- Excellent communication and negotiation skills
- CISI certified – level 3 and UAE Rules & Regulations
Full Job Posting
Job Description
- Provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
- Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
- Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
- Ensure clients are aware of all financial services offered by the bank.
- Reach financial goals set for the role by the business as per annual and monthly financial targets, including x sell and up sell of products to customers, to existing and new to bank customers.
Key Result Areas
- Optimize the potential value of the client base through the delivery of MG Products and Services
- Communicate with HNW client and identify their financial needs
- Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
- Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
- Acquire New to Bank HNW clients.
- Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
- Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
- Enhance market profile and awareness
- Minimize customer attrition
Knowledge, Skills And Experience
- University Graduate
- Strong selling & financial markets knowledge
- Strong interpersonal skills and cultural sensitivity
- Relationship Management Networking skills
- Extrovert/Amiable personality
- Minimum of 5 6 years of experience in a similar job with another bank / financial services in the UAE
- Excellent communication and negotiation skills
- CISI certified – level 3 and UAE Rules & Regulations
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