Director- Elite Banking

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading bank in Abu Dhabi is seeking a Customer Relationship Manager to enhance client engagement and manage portfolios. The role involves assessing client needs, cross-selling products, and maintaining compliance standards. Ideal candidates will have 5+ years in customer relationship management and relevant qualifications.

Qualifications

• Minimum of 5 years of relevant experience in retail customer relationship management.
• Bachelor's Degree in a relevant field.
• SCA Certification (CISI Level 3 and UAE Rules & Regulations).

Responsibilities

• Manage relationships and accounts for clients to ensure business continuity.
• Conduct portfolio reviews and recommend suitable products to clients.
• Collaborate internally with departments to enhance customer experience.

Skills

Customer Relationship Management

Financial Analysis

Portfolio Management

Education

Bachelor's Degree in Business Administration

SCA Certification

Job description

Customer Acquisition

• Understand the clients requirements and assesses discusses and agrees on a deals desirability in coordination with products and related partners to ensure business requirements.
• Develops account plans in order to swiftly followup on identified business opportunities and provides regular updates related to pipeline & accounts development.
• Provides inputs to the Unit Head on customer needs and trends in the market which are commercially viable in order to enable product enhancement thus catering to customer needs.

Relationship Management

• Builds and maintains effective relationships with customer and manages their accounts under the guidance and support of the Unit Head in order to ensure business continuity and to help customers make the right decisions with their accounts and explain the financial services on offer to them.
• Act as main point of contact for all clients in the portfolio in order to ensure appropriate servicing and effective resolution of issues.
• Develops a close working relationship with all product partners in order to contribute to cross selling opportunities.
• Prepares and executes a call program to evaluate risks assess opportunities and maximise potential to crosssell products in order to ensure that the banks relationship strategy is in the line with the portfolio and industry quality.

Portfolio Management

• Holds regular meetings with portfolio clients and maintains ongoing dialogue with them to discuss their financial needs and introduce products and services in order to maximise portfolio revenues and to ensure that they are aware of all products/services relevant to their situation and credit analysis.
• Keeps uptodate on all the services and products the customers are utilising from the bank and issues requests etc. raised across any department of the bank in order to ensure awareness of the customer.
• Ensures all regulatory audit and compliance issues are in place and all the internal controls are in order to maintain highest standards of operational efficiency minimise the operational losses and reduce the number of near misses.

Internal Collaboration

• Develops relationships and coordinates with other department to meet client service expectations.
• Engages with stakeholders including Operations Technology Branches Legal and Risk etc. to deliver timely and effective level of client experience to our clients.

SelfManagement Responsibilities

• Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are achieved during the course of the year.
• Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required training are arranged and attended.
• Strives to achieve the highest levels of proficiency on all the competencies and skills required to perform the role.
• Keeps abreast of professional developments new techniques and current issues through continued education and professional growth.

Qualifications :

• Minimum of 5 years of relevant experience in retail customer relationship management
• Bachelors Degree in Business Administration Finance and Banking or a related major field pf study
• SCA certification (CISI Level 3 and UAE Rules & Regulations (Mandatory)

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Remote Work :

No

Employment Type :

Fulltime