Relationship Manager - ADIB Securities

Role : XX
Location : Al Ain

Role Purpose:

The Relationship Sales Manager will drive client acquisition, retention, and revenue growth for ADIB Securities by leveraging market expertise, ethical sales practices, and relationship-building skills. The role involves:

• Onboarding high-value clients.

• Delivering tailored investment solutions

Ensuring compliance with company policies and market regulations

Key Accountabilities of the role

These are the main responsibilities of this role

Detailed Responsibilities

Primary Duties and Responsibilities:

• Conduct market research to identify selling possibilities and evaluate customer needs.

• Actively seek out new sales opportunities through cold calling, networking, referrals, and targeted outreach.

• Conduct **client needs assessments** to customize solutions (portfolio management, equities, trading strategies).

• Prepare and deliver appropriate presentations on products/services for clients upon request.

• Participating on behalf of the company in exhibitions or conferences or act as a representative in booths

• Negotiate/close deals and handle complaints or objections.

• Maintain regular contact with existing clients via meetings, calls, and market updates.

• Collaborate with the team to achieve better results.

• Maintain accurate records of client interactions, transactions, and compliance with policies

• Comply with the company policies, including the code of ethics/conduct.

• Track performance metrics (e.g., conversion rates, AUM growth) and refine strategies.

• Set up meetings with potential clients and listen to their wishes and concerns.

• Resolve client concerns promptly to ensure retention and satisfaction

Additional Duties and Responsibilities:

• Prepare **sales performance reports** (weekly/monthly/quarterly) for leadership

• Review sales plans periodically to align with market performance and identify improvements.

Supervisory Responsibilities

Authority Given:

• Initially, incumbent will not be given expense power, however, will be given approval powers based on his/her level of management experience and brokerage expertise.

Reporting Lines

Head of Brokerage BusinessSales & Trading

Supervision lines

Head of Brokerage BusinessSales & Trading

Specialist Skills / Technical Knowledge Required for this role:

• Bachelor’s degree in finance, Business, or related field

• Experience +5 years in stockbroking or financial sales.

• Strong negotiation, communication, and presentation abilities.

• Deep knowledge in UAE/GCC/US financial markets, including margin trading regulations

• Proven experience as a sales executive and relationships

• Advanced proficiency in MS Office (Excel, PowerPoint), Bloomberg Terminal, Reuters Eikon,

Trading platforms and investment databases.

• Thorough understanding of marketing and negotiating techniques

• Track record of negotiating large-scale trades or managing high-net-worth client portfolios

• Fluent in English, Arabic desirable