Portfolio Relationship Manager (AUH)- Priority Banking

Abu Dhabi Islamic Bank; United Arab Emirates; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading banking institution in the UAE is seeking an experienced financial professional to drive client and business acquisition efforts. This role involves generating new business through marketing and developing strong customer relationships. The ideal candidate will have over five years of banking experience, strong technical knowledge in financial products, and a proven track record in sales. Join this dynamic team to contribute significantly to the growth of priority banking services.

Qualifications

• Experience of no less than three years in financial analysis, financial markets, or investments.
• Must have led a team of professionals.
• Detailed knowledge of banking products and services.

Responsibilities

• Generate new business via marketing and existing networks.
• Monitor customer satisfaction and service levels.
• Review credit applications and ensure documentation quality.

Skills

Sales and marketing

Customer relationship management

Financial analysis

Risk assessment

Education

University degree or recognized professional certificate

UAE Financial Rules & Regulations Certification

International Certificate in Wealth and Investment Management (Level 3)

Job description

RESPONSIBILITIES

Client/ Business Acquisition

• Generating 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 inbound 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.

Channels Cooperation

• Making referrals to other channels based on identified customer needs.
• Smoothly implementing of Priority Banking services across surrounding branches

Management of service delivery

• 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.

Control and Risk Mitigation

• 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 ADIB’s Retail Banking products & services
• Experience in sales, product development or wealth advisory to priority banking customers/ retail HNIs
• Broad knowledge of ADIB’s 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) years Related Banking experience in U.A.E