Relationship Manager - MG.RBU- Dubai Internet City - MG.41.Retail Banking Group

Mashreq Corporate & Investment Banking Group; United Arab Emirates; On-site; AED 150,000 - 200,000; Full time

Job summary

A leading financial institution in the UAE is seeking a dedicated professional to manage a portfolio of high-net-worth clients. The role involves optimizing client relationships, achieving financial goals, and ensuring exceptional service. Candidates should possess strong sales and financial market knowledge, along with excellent interpersonal skills. This position offers the opportunity to significantly impact client satisfaction and bank profitability.

Qualifications

• Minimum of 5-6 years of experience in a similar role with another bank or financial services in the UAE.
• CISI certified.

Responsibilities

• Provide personalized service to HNW clients to develop close relationships.
• Achieve revenue, sales, and portfolio growth targets.
• Maximize profitability from the Gold base.

Skills

Selling

Financial Markets Knowledge

Interpersonal Skills

Relationship Management

Negotiation

Education

University Graduate

Job description

Job Responsibilities

• To provide a portfolio of HNW clients with personalized service to develop close relationships, achieve maximum profitable contribution for the client and the bank, and retain their loyalty and respect.
• Enhance Mashreq Gold balance sheet sales/revenues and promote cross-selling of bank products to all existing clients.
• Source new business from HNW Mashreq Gold individuals through referrals, marketing activities, and personal contacts.
• Ensure clients are aware of all financial services offered by the bank.

Financial and Sales Goals

Reach financial goals set for the role by the business as per annual and monthly targets, including cross-sell and up-sell of products to both existing and new-to-bank customers.

• Optimize the potential value of the client base through the delivery of MG products and services.
• Communicate with HNW clients to identify their financial needs.
• Achieve revenue, sales, and portfolio growth targets across a range of products and services.
• Maximize profitability from the Gold base while countering competition from other providers offering alternative investments and wealth management opportunities.
• Acquire new-to-bank HNW clients.
• Maintain a superior customer service experience, including proactive servicing and issue resolution.
• Safeguard the bank from potential losses, AML fraud, and ensure ethical behavior at all times during and after sales.
• Enhance market profile and awareness.

Additional Objectives

Minimize customer attrition.

Minimum Qualifications and Skills

• University graduate.
• Strong selling and financial markets knowledge.
• Strong interpersonal skills and cultural sensitivity.
• Relationship management and networking skills.
• Extrovert/amiable personality.
• Minimum of 5-6 years of experience in a similar role with another bank or financial services in the UAE.
• Excellent communication and negotiation skills.

Certifications

CISI certified.