Director- Elite Banking

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 150,000 - 250,000; Full time

Job summary

A leading bank in Abu Dhabi is seeking a Customer Relationship Manager to engage with clients, develop account plans, and manage portfolios to enhance customer satisfaction and business growth. Candidates should have at least 5 years of experience in retail customer management and a Bachelor's degree in a related field, with mandatory SCA certification.

Qualifications

• Minimum of 5 years of relevant experience in retail customer relationship management.
• SCA certification (CISI Level 3 and UAE Rules & Regulations) is mandatory.

Responsibilities

• Understand clients' requirements and provide them with appropriate financial solutions.
• Build and maintain effective relationships with customers for business continuity.
• Ensure compliance with regulatory, audit, and internal control standards.

Skills

Corporate Strategy

CRM

Financial Services

Education

Bachelor's Degree in Business Administration

Bachelor's Degree in Finance

Bachelor's Degree in Banking

Job description

Customer
Acquisition

• Understand the clients' requirements, discuss, and agree on deal desirability in coordination with products and related partners to meet business requirements.
• Develop account plans to follow up on identified business opportunities and provide regular updates related to pipeline and account development.
• Provide inputs to the Unit Head on customer needs and market trends that are commercially viable to enable product enhancement and better cater to customer needs.

Relationship
Management

• Build and maintain effective relationships with customers and manage their accounts under the guidance of the Unit Head to ensure business continuity and help customers make informed decisions about their accounts, explaining the financial services offered.
• Act as the main point of contact for all clients in the portfolio to ensure appropriate service and effective issue resolution.
• Develop close working relationships with product partners to contribute to cross-selling opportunities.
• Prepare and execute a call program to evaluate risks, assess opportunities, and maximize potential for cross-selling products, ensuring the bank's relationship strategy aligns with the portfolio and industry standards.

Portfolio
Management

• Hold regular meetings with portfolio clients and maintain ongoing dialogue to discuss their financial needs, introduce products and services to maximize portfolio revenues, and ensure clients are aware of relevant products/services.
• Keep updated on all services and products utilized by customers and address requests across bank departments to ensure customer awareness.
• Ensure compliance with regulatory, audit, and internal control standards to maintain operational efficiency, minimize losses, and reduce near misses.

Internal
Collaboration

• Develop relationships and coordinate with other departments to meet client service expectations.
• Engage with stakeholders including Operations, Technology, Branches, Legal, and Risk to deliver timely and effective client experiences.

Self-Management
Responsibilities

• Set performance goals at the start of the year in discussion with the reporting manager and ensure their achievement throughout the year.
• Identify training and development needs for self and coordinate with the manager to arrange and attend necessary training.
• Aim to achieve high proficiency in all competencies and skills required for the role.
• Stay informed about professional developments, new techniques, and current issues through continued education and growth.

Qualifications:

• Minimum of 5 years of relevant experience in retail customer relationship management.
• Bachelor's Degree in Business Administration, Finance, Banking, or a related field.
• SCA certification (CISI Level 3 and UAE Rules & Regulations) is mandatory.

#LIMM2

Remote Work: No

Employment Type: Fulltime

Key Skills: Corporate Strategy, CRM, Corporate, Flash, Landscape, AC Maintenance

Experience: Years

Vacancy: 1