Mashreq Bank
Senior Relationship Manager - Mashreq Gold
🇦🇪 UAE, UAE🏢 On-site
Relationship ManagementHNWWealth ManagementCISIFinancial MarketsCross-selling
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Senior
- Experience
- 5-6 years
- Type
- Full-time
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- 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.
- 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
- Interact with product managers / line managers to constantly provide feedback on competition and client response to product / services
- Co-ordinate activities with other departments in order to maximize conversions from referral processEnsure client expectations are constantly met
- Ability to understand customer’s financial needs on a one on one basis
- Intricate understanding of products pertaining to HNW customers – both internal and external (competitors)
- Advanced Market knowledge of various investment vehicles / markets / economics
- Accurate projection of sales numbers
- Proactive action on customer feedback and needsTimely escalation of service issues
- 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 skillsCISI certified
Requirements
- •University Graduate
- •Strong selling financial markets knowledge
- •Strong interpersonal skills and cultural sensitivity
- •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
Responsibilities
- •Provide personalized service to HNW clients to develop close relationships
- •Enhance Mashreq Gold Balance sheet sales/revenues and promote cross-selling
- •Source new business from HNW individuals through referrals and marketing
- •Reach financial goals including x-sell and up-sell of products
- •Optimize client base value through MG Products and Services
- •Identify HNW client financial needs and achieve revenue goals
- •Maximize profitability while countering competition
- •Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior
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75% Get Thrown Out
- See if your CV gets past the software before Mashreq Bank reads it
- Get every weak line rewritten
- Download a CV written for the Gulf
Free check in 60 seconds. Fixes $5.88 one-time, only if you want them.
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.