Senior Relationship Manager, Elite

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.