
Virtual Relationship Manager - Select Banking
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Mid-Level
- Experience
- 2-3 years
- Type
- Full-time
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60 seconds. $5.88 one-time.
As a Virtual Relationship Manager - Select Banking, you will be responsible for managing and growing relationships with a portfolio of Select Banking clients through virtual channels. The role focuses on enhancing customer engagement, increasing wallet share, driving revenue growth, and delivering superior service while ensuring compliance with the Bank's policies and risk standards.
What You'll Be Doing:
• Manage and develop relationships with a portfolio of Select Banking customers through virtual engagement channels.
• Understand customer financial needs and provide suitable banking solutions to deepen relationships and enhance customer experience.
• Drive acquisition of new business and increase wallet share from existing clients.
• Achieve assigned sales, revenue, and service targets through proactive customer engagement.
• Promote and cross-sell a range of banking products including deposits, cards, loans, investments, and insurance solutions.
• Provide timely and professional support to customer enquiries, requests, and service-related concerns.
• Maintain regular contact with customers to strengthen engagement, retention, and loyalty.
• Identify opportunities for portfolio growth through referrals and customer recommendations.
• Ensure adherence to all internal policies, operational procedures, and regulatory requirements.
• Monitor customer portfolios and proactively address service gaps or potential risks.
• Maintain accurate customer records and updates within the Bank's systems.
• Collaborate with internal stakeholders to ensure seamless service delivery and resolution of customer requirements.
What We're Looking For:
• Bachelor's Degree in Business Administration, Finance, Banking, or a related discipline.
• 2-3 years of experience in Retail Banking, Wealth Management, Relationship Management, Customer Service, or a similar customer-facing banking role.
• Proven experience in managing affluent or Select Banking customer portfolios.
• Experience in cross-selling banking products and delivering customer-centric solutions.
What You Should Have:
- Excellent relationship management and customer engagement skills.
- Strong sales, negotiation, and interpersonal communication abilities.
- Good understanding of retail banking products, wealth solutions, and customer lifecycle management.
- Knowledge of UAE banking regulations, compliance requirements, and AML guidelines.
- Ability to identify customer needs and recommend suitable financial solutions.
- Strong problem-solving and service-orientation mindset.
- Ability to work effectively in a target-driven environment while maintaining high service standards.
Requirements
- •Bachelor's Degree in Business Administration, Finance, Banking, or a related discipline
- •2-3 years of experience in Retail Banking, Wealth Management, Relationship Management, or Customer Service
- •Proven experience in managing affluent or Select Banking customer portfolios
- •Experience in cross-selling banking products and delivering customer-centric solutions
- •Excellent relationship management and customer engagement skills
- •Strong sales, negotiation, and interpersonal communication abilities
- •Good understanding of retail banking products, wealth solutions, and customer lifecycle management
- •Knowledge of UAE banking regulations, compliance requirements, and AML guidelines
Responsibilities
- •Manage and develop relationships with a portfolio of Select Banking customers through virtual engagement channels
- •Understand customer financial needs and provide suitable banking solutions
- •Drive acquisition of new business and increase wallet share from existing clients
- •Achieve assigned sales, revenue, and service targets through proactive customer engagement
- •Promote and cross-sell a range of banking products including deposits, cards, loans, investments, and insurance solutions
- •Provide timely and professional support to customer enquiries, requests, and service-related concerns
- •Maintain regular contact with customers to strengthen engagement, retention, and loyalty
- •Identify opportunities for portfolio growth through referrals and customer recommendations
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- Find out if RAK Bank's ATS is filtering your CV
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $5.88 one-time.

RAK Bank is a leading public joint stock bank headquartered in Ras Al Khaimah, UAE. It offers a comprehensive range of retail, corporate, and investment banking solutions across the UAE.
