Bank Relationship Officer

Resumecampus; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A prominent bank in Dubai is looking for a Bank Relationship Officer to build and maintain strong relationships with clients. The ideal candidate will provide tailored financial solutions, achieve sales targets, and ensure customer satisfaction. A Bachelor's degree in Finance or Business and experience in a customer-facing role are required. Financial industry certifications would be advantageous.

Qualifications

• Proven experience in a customer-facing role, preferably in banking or finance.
• Strong knowledge of financial products and services.
• Ability to build and maintain relationships with clients.

Responsibilities

• Build and maintain strong relationships with existing clients.
• Provide expert financial advice tailored to client needs.
• Achieve and exceed sales targets and objectives set by the bank.

Skills

Client relationship management

Financial advisory

Sales and target-oriented

Excellent communication

Knowledge of financial products

Education

Bachelor's degree in Finance, Business or related field

Tools

Banking software

Job description

The Bank Relationship Officer plays a pivotal role in building and maintaining strong relationships with existing and potential customers. This position requires a dynamic and customer-focused individual who will be responsible for understanding clients' financial needs, providing tailored financial solutions, and ensuring a high level of customer satisfaction. The Bank Relationship Officer will work closely with the Relationship Manager to achieve the bank's business goals and objectives.

Key Responsibilities:

1. Client Relationship Management:
   • Build and maintain strong relationships with existing clients.
   • Identify potential clients and develop strategies to acquire new business.
   • Conduct regular meetings with clients to understand their financial needs and goals.
2. Financial Advisory:
   • Provide expert financial advice and guidance to clients, including investment options, savings plans, and loan products.
   • Develop customized financial solutions to meet individual client needs.
   • Keep up-to-date with industry trends and market conditions to provide relevant advice.
3. Product Knowledge:
   • Stay well-informed about the bank's products and services.
   • Educate clients on the bank's offerings and help them make informed decisions.
4. Sales and Targets:
   • Achieve and exceed sales targets and objectives set by the bank.
   • Cross-sell and upsell various banking products and services.
   • Identify opportunities for revenue generation and market expansion.
5. Documentation and Compliance:
   • Ensure that all client documentation and transactions comply with regulatory requirements.
   • Maintain accurate records of client interactions and transactions.
6. Customer Service:
   • Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
   • Act as a point of contact for client concerns and feedback.
7. Market Research:
   • Conduct market research to identify trends and competitor strategies.
   • Use market insights to develop new client acquisition strategies.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Proven experience in a customer-facing role, preferably in the banking or financial industry.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills.
• Sales and target-oriented with a proven track record of achieving goals.
• Ability to build and maintain relationships with clients.
• Sound understanding of banking regulations and compliance.
• Proficiency in using banking software and technology.

Additional Requirements:

• Financial industry certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are a plus.
• Willingness to work flexible hours and travel as required.

Interested candidates are invited to submit their resume and a cover letter detailing their relevant qualifications and experience.