Portfolio Relationship Manager (AlAin)- Priority Banking

ADIB Group; Abu Dhabi Emirate; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services provider in the UAE seeks a Manager with at least five years of banking experience. The role involves client acquisition, risk mitigation, and management of service delivery to enhance customer satisfaction and team performance. Candidates should possess a university degree, extensive financial knowledge, and leadership experience.

Qualifications

• Minimum five years of related banking experience in the UAE.
• Must have led a team of professionals.
• Experience in financial analysis, investment, or wealth management.

Responsibilities

• Generate new business through marketing activities and existing network.
• Increase team revenue and productivity through cross-selling and up-selling.
• Acquire new clients and maintain customer relationships.

Skills

Client Acquisition

Risk Mitigation

Sales Strategies

Customer Relationship Management

Financial Analysis

UAE Banking Knowledge

Team Leadership

Education

University degree or recognized professional certificate

Tools

Computer Skills

Job description

Description

Key Accountabilities of the role

• Client/ Business Acquisition :
• Channels Cooperation:
• Management of service delivery:
• Control and Risk Mitigation:

• Generating of new business via out marketing activities gold center contacts and existing network
• Increasing team revenue and productivity by cross- selling and up-selling remotely.
• Acquiring new to bank customers
• Identifying new potential expansion locations
• Converting in-bound and outbound leads to sales
• Building a strong trust relationship with key customers
• Maintaining a loyal pool of customers/alliances who refer potential customers
• Carrying out the function(s) remotely of promoting the financial products.
• Collection of the required information and data
• Evaluation of the clients ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
• Making referrals to other channels based on identified customer needs.
• Smoothly implementing of Priority Banking services across surrounding branches
• Monitoring service levels for customer satisfaction remotely.
• Customer retention efforts with personal involvement in complaint resolution account closures and inquiries remotely.
• Getting ad-hoc customer feedback remotely.
• Reviewing of credit applications
• Adhering to laid out processes and procedures.
• Ensuring appropriate and adequate documentation
• Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role

• University degree or a recognized professional certificate.
• Experience of no less than three years in the area of the financial analysis financial markets investment wealth management or financial planning.
• Detailed knowledge of ADIBs Retail Banking products & services
• Experience in sales product development or wealth advisory to priority banking customers/ retail HNIs
• Broad knowledge of ADIBs Retail Credit & Operational Policies & Procedures
• Specific Knowledge of UAE banking practices regulations & risks
• UAE Financial Rules & Regulations Certification
• International Certificate in Wealth and Investment Management (Level 3)
  Good Knowledge of competitors in the local market
• Must have led a team of professionals
• Detailed knowledge of service standards
• Training & Presentation skills
• Computer Skills

Previous experience

Minimum (5) yearsof Related Banking experience in U.A.

Required Experience

Manager