Relationship Manager - Priority Banking

ADIB Group; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading banking institution in Dubai is seeking a Relationship Manager for Priority Banking. This role focuses on acquiring and managing financial relationships with affluent clients, ensuring high levels of service delivery and customer satisfaction. Candidates should have a minimum of 3 years banking experience in the U.A.E. and possess strong selling and relationship management skills.

Qualifications

• Minimum 3 years of related banking experience in the U.A.E.
• Experience in managing affluent client relationships.
• Strong sales and customer service skills.

Responsibilities

• Attract and manage financial relationships with affluent clients.
• Generate new business via marketing and networking.
• Monitor service levels and customer satisfaction.

Skills

Client Acquisition

Risk Management

Customer Relationship Management

Cross-selling

Job description

Description

Role: Relationship Manager Priority Banking

Location: Dubai

Role Purpose:
To attract, deepen, grow, and manage financial relationships with affluent clients using a full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients' financial needs.

Key Accountabilities of the role

1. Client/ Business Acquisition:
   Generating new business via marketing activities, gold center contacts, and existing network.
   Increasing team revenue and productivity through cross-selling and up-selling.
   Acquiring new-to-bank customers.
   Identifying potential expansion locations.
   Converting inbound and outbound leads to sales.
   Building trust relationships with key customers.
   Maintaining a loyal pool of customers/alliances who refer potential customers.
   Promoting financial products.
   Collecting required information and data.
   Evaluating clients’ ability and appetite to handle risks (Risk Profile) and related functions.
2. Channels Cooperation:
   Making referrals to other channels based on customer needs.
   Implementing Priority Banking services smoothly across branches.
3. Management of Service Delivery:
   Monitoring service levels for customer satisfaction.
   Customer retention through complaint resolution, account closures, and inquiries.
   Gathering customer feedback.
4. Control and Risk Mitigation:
   Reviewing credit applications.
   Adhering to processes and procedures.
   Ensuring proper documentation.
   Identifying error trends and advising process improvements.

Specialist Skills / Technical Knowledge Required

1. Client/ Business Acquisition:
   Same as above.
2. Channels Cooperation:
   Same as above.
3. Management of Service Delivery:
   Same as above.
4. Control and Risk Mitigation:
   Same as above.

Previous Experience

Minimum 3 years of related banking experience in U.A.E.

Required Experience

Manager