Relationship Manager, Elite- CBD, Ajman, UAE

 Relationship Manager, Elite- CBD, Ajman, UAE


Job description / Role
Employment: Full Time

Job Purpose:
Responsible for Promoting and selling CBD consumer Asset, Liability and Investment Products to a specified portfolio of Elite customers. Responsible for providing Elite customers with a personalised Banking service, including Investment advice.

Principal Accountabilities:
- Responsible for Asset ,Liability and Investment Product sales to meet given target under Elite segment
- Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work
- Ensure that all customer applications submitted are within CBD policy guidelines.
- Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
- Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products
- Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts
- Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas
- Ensure a consistently high level of customer service is maintained at all times
Requirements

Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.

4 to 5 years of Priority Banking experience with a good understanding of wealth management, sales practices and proven track record in Sales. Candidates should have existing HNWI Portfolio in Dubai, Sharjah and NE.


Apply here:
https://www.gulftalent.com/uae/jobs/relationship-manager-elite-329603?utm_source=indeed&utm_medium=referral&utm_campaign=xml_feed

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