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Dubai, UAE
Posted 2022/11/11 12:09:19
Expires 2023-01-10
Ref: JB4621480
Job Description
- To acquire, grow and deepen WM Banking relationships through effective relationship management, with special focus on the analysis and satisfaction of WM customers’ financial and investment needs, with an aim to meet the budgeted volumes.
- Ensure adherence to Banks policies, ethics and code of conduct.
- Generate new business to achieve defined sales targets in all WM products
- Ensure NTB acquisition through various channels
- Build and deepen relationships with existing WM customers to achieve increase in share of wallet and revenues
- Assessment of the quality, potential and profitability of new relationships as well as the existing portfolio
- Ensure that the service standards of WM are met and maintained and Nil undesirable business is sourced
- Provide truly professional customer service to achieve a high level of customer satisfaction and retention
- Clear CISI certification before the stipulated deadline
- Update customers on the global economic policies and trends; be abreast with information on equities, bonds, commodities, futures, options, indices, bullion, derivatives
- Able to manage an incremental portfolio of relationships; liabilities, AUM and assets
- Be fully aware of entire product and service range available in WM program+ and keep abreast of market developments, both global as well as local
- Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements
- Provide necessary MIS as per schedule and set formats advised by your Manager to monitor and track performances related to Sales and Contact Management
- Ensure portfolio coverage at least once in 60 days cycle in terms of Face to Face meeting
Skills
- Strong selling and inter-personal skills required to market new customers and sell bank products
- Creativity in terms of meeting customer demands with existing products and structuring new facilities
- Initiative and drive to achieve set targets and service standards
- Leadership skills to lead and motivate a team of sales and service people
- Relationship Management skills
- Ability to understand alternative investment opportunities to resist competitive pressures and retain clients
- Good leadership, communication, negotiation and impersonal skills
- Good computer skills with the ability to generate, interpret MIS (mail shots, seminars and event management, etc.)
Job Details
Job Division
Dubai, UAE
Job Role
Sales
Employment Status
RAKBANK
Job Department
Wealth Management