Relationship Manager - Mashreq Gold.RBG - MG Client Coverage - DIC.Retail Banking Group

Mashreq Corporate & Investment Banking Group; United Arab Emirates; On-site; AED 180,000 - 300,000; Full time

Job summary

A leading bank in the UAE seeks an experienced professional to manage high-net-worth clients, providing them with personalized services to enhance relationships and profitability. The role involves achieving sales targets, promoting cross-selling of bank products, and ensuring customer satisfaction. Candidates should possess a university degree, CISI certification, and at least 5-6 years of relevant experience in the financial services sector.

Qualifications

• Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE.
• Extrovert/Amiable personality.

Responsibilities

• Provide Portfolio of HNW clients with personalized service.
• Enhance sales/revenues and promote cross-selling of bank products.
• Source new business from HNW individuals through referrals.
• Achieve Revenue Goals and sales targets across products and services.
• Maintain a superior customer service experience.

Skills

Strong selling & financial markets knowledge

Strong interpersonal skills

Relationship Management Networking skills

Excellent communication and negotiation skills

Education

University Graduate

CISI certified

Job description

• To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty 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
• Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to 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 client and identify their financial needs
• Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
• Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
• Acquire New to Bank HNW clients.
• Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
• Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
• Enhance market profile and awareness
• Minimize customer attrition
• University Graduate
• Strong selling & financial markets knowledge
• Strong interpersonal skills and cultural sensitivity
• Relationship Management Networking skills
• Extrovert/Amiable personality
• Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
• Excellent communication and negotiation skills
  
  

CISI certified

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