Relationship Manager, Elite- CBD, Abu Dhabi, UAE

 Relationship Manager, Elite- CBD, Abu Dhabi, UAE


Job Purpose:


Responsible for making sales of 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:


Make Elite asset, liability and investment product sales to meet given target


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

Education and Experience:


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 Abu Dhabi and Al Ain


Apply here:
https://www.comeet.com/jobs/cbd/14.007/relationship-manager-elite/CD.F11

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