Relationship Manager, Al Dana – (18000006)
Responsible for making sales of CBD consumer asset, liability and investment products to a specified portfolio of Al Dana customers. Responsible for providing Al Dana customers with a personalised banking service, including investment advice.
About the Job
Make Al Dana 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 Al Dana customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Al Dana products.
Will meet relevant Al Dana customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Al Dana asset, liability and investment products.
Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Al Dana 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.
Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects
Knowledge & Experience
General banking experience with a good understanding of wealth management, sales practices and proven track record in Sales
Good verbal and written command of English and Arabic languages
Planning and organizing skills
Relationship building skills
Marketing and selling skills
Primary Location: AE-United Arab Emirates
Job: Personal Banking
Organization: PBG-Retail Products
Employee Status: Regular
Job Posting: Feb 4, 2018, 11:32:21 AM