Associate Director Relationship Manager

Job description / Role

Employment: Full Time

About us

Our clients include individuals and small businesses, and we support them with a range of traditional banking services, including investment, credit and wealth planning solutions.

About wealth and retail banking

We also support small business clients with their business banking needs.

We are currently seeking an experienced professional to join our team.

About the job

To become a strategic professional within our team, while utilizing your experience in building and managing client relationships across the region. Your focus will be on developing new relationships, to onboard new clients while maintaining and servicing a portfolio, through excellent communication, negotiation and customer service.

• Generate new business to achieve defined targets in terms of number of customers, volumes and revenue.
• Achieve the targets set in terms of product mix, active/passive ratio, liability targets, number of transactions.
• Induction of all new-to-bank (NTB) customers brought in by the branches and direct sales team.
• Achieve "best in class" productivity in order to maximize the efficacy of the sales process.
• Achieve the budgeted cross-sell targets, consistency and penetration.
• Aggressive sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the approved contact plans.
• Update and maintain all sales MIS (calls, prospects, attrition, business done, etc.).
• Maintain and update customer information on CRM Manager.
• Accurate and timely generation of reports.
• Activation of dormant accounts.
• Constantly update product and process knowledge by successfully attending tests, quizzes and certifications.
• Build and deepen relationships with existing priority customers to achieve increase in share of wallet and revenues.
• Effectively meet customer expectations and handle/reduce customer complaints.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of profile, demographics, psychographics and assets in the bank and elsewhere.
• Serve as the one-point contact to the high net worth customers of the bank.

• Experienced sales and relationship manager with background in handling all banking and investment products.
• Strong communication and negotiation skills with the ability to influence outcomes.
• Networking ability to manage interdepartmental deliverables.
• Strong interpersonal skills and leadership ability, which encourages and promotes enthusiasm and team spirit.
• Good understanding of the business environment in UAE preferably with direct contacts with the local HNI community.
• Adapting to multi-cultural environment.
• In-depth knowledge of capital markets and financial planning.
• SCA certified (or completion of certificate within 6 months).

Key stakeholders

Internal:

• Product Manager
• Priority Banking
• for launch and implementation of product campaigns
• Customer Service Manager - WM - for product services to the customers
• Unit Heads - Treasury - implementation of sales strategies
• Branch Managers - implementation of sales strategies
• Marketing Manager - WM - coordinate marketing and research activities
• Country Money Laundering Prevention Officer

External:

• Existing and prospective customers - for acquisition and retention of business

• Ability to maintain a highly decent professional environment in the Priority Centre.
• Educate clients on using other delivery channels.

• Manage conduct
• Manage risk
• Manage people
• Spot opportunities
• Solve problems
• Take the lead
• Build resilience

Qualifications

Computer literacy at the user level. Adapting to multi-cultural environment. In-depth knowledge of capital markets.

Company Industry: Finance, Investment & Asset Management

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