Mashreq Bank
Relationship Manager - Mashreq Gold.RBG - MG Client Coverage - DIC.Retail Banking Group
🇦🇪 UAE, UAE🏢 On-site
Relationship ManagementRetail BankingWealth ManagementCISIUAE Rules RegulationsFinancial Markets
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- o 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 bankReach 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 awarenessMinimize customer attrition
Knowledge, Skills and Experience
- 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 of experience in a similar job with another bank / financial services in the UAE
- Excellent communication and negotiation skillsCISI certified – level 3 and UAE Rules & Regulations
Requirements
- •University Graduate
- •Strong selling financial markets knowledge
- •Strong interpersonal skills and cultural sensitivity
- •Networking skills
- •Extrovert/Amiable personality
- •Minimum of 5-6 years of experience in a similar job with another bank / financial services in the UAE
- •Excellent communication and negotiation skills
- •CISI certified – level 3 and UAE Rules Regulations
Responsibilities
- •Provide Portfolio of HNW clients with personalized service
- •Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling
- •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 by the business as per annual and monthly financial targets
- •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
- •Maximize profitability from the Gold base whilst countering competition
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Quick CV Check
- Get your ATS score for Mashreq Bank in 30 seconds
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $3.99 one-time.
GCC Info
Company
Mashreq Bank
5000+ employees
Mashreq Bank offers a wide range of banking products and services, including retail, corporate, and investment banking. It serves individuals and businesses across the UAE and internationally.
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