Relationship Manager - Mashreq Gold

Job Purpose

• 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

Key Result Areas

• 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

• Maintain proactive client contact.

Skills / Experience

• 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