Director- Elite Banking

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

Job summary

An established industry player seeks a dynamic Customer Relationship Manager to enhance client interactions and drive business growth. In this role, you will be responsible for understanding client needs, managing accounts, and collaborating with internal teams to deliver exceptional service. Your expertise in customer relationship management will be vital in developing strategies to maximize client satisfaction and cross-selling opportunities. If you are passionate about building lasting relationships and have a proven track record in retail banking, this is the perfect opportunity for you to make a significant impact in a thriving financial institution.

Qualifications

• 5+ years of experience in retail customer relationship management.
• SCA certification (CISI Level 3) and knowledge of UAE regulations required.

Responsibilities

• Build and maintain effective relationships with clients to ensure business continuity.
• Develop account plans to follow up on business opportunities and provide updates.

Skills

Customer Relationship Management

Account Management

Cross-Selling

Market Analysis

Communication Skills

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Bachelor’s Degree in Banking

Job description

Job Title: Customer Relationship Manager

Vacancy: 1 Vacancy

Job Description

Roles & Responsibilities

Customer Acquisition

• Understand the client’s requirements and assess, discuss, and agree 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, which are commercially viable to enable product enhancement and cater 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.
• 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.

Portfolio Management

• Hold regular meetings with portfolio clients and maintain ongoing dialogue to discuss their financial needs and introduce relevant products and services.
• Keep up-to-date on all services and products the customers are utilizing from the bank and ensure awareness of customer issues and requests.
• Ensure all regulatory, audit, and compliance issues are in place to maintain 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.
• Identify training and development requirements and agree on them with the reporting manager.
• 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.

Desired Candidate Profile

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 of study.
• SCA certification (CISI Level 3) and UAE Rules & Regulations (Mandatory).