- Division : Personal, Wealth & Business Banking
Company Description
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.
Job Description
Customer Acquisition
- Understand the client’s requirements and assesses, discusses and agrees on a deal's desirability in coordination with products and related partners, to ensure business requirements.
- Develop account plans to swiftly follow-up on identified business opportunities and provide regular updates related to pipeline & accounts development.
- Provide inputs to the Unit Head on customer needs and trends in the market that are commercially viable to enable product enhancement catering to customer needs.
Relationship Management
- Build and maintain effective relationships with customers and manage their accounts under the guidance and support of the Unit Head, to ensure business continuity and help customers make the right decisions with their accounts.
- Act as the main point of contact for all clients in the portfolio to ensure appropriate servicing and effective resolution of issues.
- Develop a close working relationship with all product partners to contribute to cross-selling opportunities.
- Prepare and execute a call program to evaluate risks, assess opportunities, and maximize potential to cross-sell products in line with the bank's relationship strategy.
- Hold regular meetings with portfolio clients and maintain ongoing dialogue with them to discuss their financial needs and introduce products and services to maximize portfolio revenues.
- Keep up-to-date on all the services and products customers are utilizing from the bank and any issues or requests raised across departments to ensure customer awareness.
- Ensure all regulatory, audit, and compliance issues are in place and that internal controls are maintained to uphold the highest standards of operational efficiency.
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 a timely and effective level of client experience.
Self-Management Responsibilities
- Define performance goals at the start of the year in discussion with the reporting manager and ensure that the goals are achieved during the year.
- Identify training and development requirements for self and agree on them with the reporting manager to ensure that required training is arranged and attended.
- Strive to achieve the highest levels of proficiency on all competencies and skills required to perform the role.
- Keep 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.
- Bachelor’s Degree in Business Administration, Finance and Banking, or a related major field of study.
- SCA certification (CISI Level 3) and UAE Rules & Regulations (Mandatory).