Read the Job Description carefully, then scroll down for "Details to Register for this Job"...
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
Achieve financial budgeted target of Elite Relationship Manager role
REQUIREMENTS
Education and Experience
Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification or equivalent
8 to 10 years’ experience in the investments sales / relationship management
Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio.
DETAILS TO REGISTER FOR THIS JOB:
https://www.comeet.com/jobs/cbd/14.007/senior-relationship-manager-elite/93.E37?coref=1.11.p00_6D5Applied For Many Jobs, But Didn't Get Any Interview Calls? Apply For This Job Using a Branded AI-compliant ATS-Friendly CV from Dubai-Forever.Com.
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