RM/SRM Priority Banking

Job Details

Role Purpose:

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients’ financial needs

Key Accountabilities of the role:

Generating of new business via out marketing activities, gold center contacts and existing network
Increasing team revenue and productivity by cross- selling and up-selling.
Acquiring new to bank customers
Identifying new potential expansion locations
Converting in-bound and outbound leads to sales
Building a strong trust relationship with key customers
Maintaining a loyal pool of customers/alliances who refer potential customers
Carrying out the function(s) of promoting the financial products.
Collection of the required information and data
Evaluation of the clients’ ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

Specialist Skills / Technical Knowledge, Technical Competencies Required for this role:

University degree or a recognized professional certificate.
Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
Detailed knowledge of Retail Banking products & services
Experience in sales, product development or wealth advisory to priority banking customers/ retail HNIs
Broad knowledge of Retail Credit & Operational Policies & Procedures
Specific Knowledge of UAE banking practices, regulations & risks
UAE Financial Rules & Regulations Certification
International Certificate in Wealth and Investment Management (Level 3)
Risk in Financial Services Certification
Introduction to Securities and Investment (international)
Good Knowledge of competitors in the local market
Must have led a team of professionals
Detailed knowledge of service standards
Training & Presentation skills
Computer Skills