Bank Relationship Officer

Resumecampus; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Bank Relationship Officer to foster strong client relationships and deliver tailored financial solutions. This role requires a dynamic individual who excels in customer service and has a keen understanding of financial products. You will collaborate closely with the Relationship Manager to achieve business goals while providing exceptional service and expert advice to clients. If you are sales-oriented and passionate about helping clients navigate their financial needs, this is an exciting opportunity to make a significant impact in the financial sector.

Qualifications

• Bachelor's degree in Finance or Business is essential.
• Proven experience in customer-facing roles, preferably in banking.

Responsibilities

• Build and maintain strong relationships with clients and identify potential clients.
• Provide expert financial advice and develop customized solutions.

Skills

Client Relationship Management

Financial Advisory

Sales and Target Orientation

Communication Skills

Market Research

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Tools

Banking Software

Job description

More jobs available at www.Jobhunt.ae

Location: Dubai, UAE

Department: Relationship Management

Reports To: Relationship Manager

Job Summary:

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.

How to Apply:

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