Relationship Manager - Mashreq Gold.RBG - MG Client Coverage - DIC.Retail Banking Group
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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
- •Relationship Management skills
- •Networking skills
- •Extrovert/Amiable personality
- •5-6 years of experience in UAE bank/financial services
- •Excellent communication and negotiation skills
Responsibilities
- •Provide Portfolio of HNW clients with personalized service
- •Develop close relationships
- •Achieve maximum profitable contribution for the client and bank
- •Retain royalty and respect
- •Enhance Mashreq Gold Balance sheet sales/revenues
- •Promote cross selling of bank products
- •Source new business from HNW Mashreq Gold individuals
- •Communicate with HNW client and identify their financial needs
- 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.