Relationship Manager - Priority Banking

Relationship Manager - Priority Banking

Abu Dhabi Islamic Bank
Not Specified
Not Specified

Job Description


Role: Relationship Manager - Priority Banking
Division: Retail Banking
Location: Sharjah/NE
Department: Priority Banking

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients financial needs

1.Client/ Business Acquisition :
  • Generating of new business via out marketing activities, gold center contacts and existing network
  • Increasing team revenue and productivity by cross- selling and up-selling.
  • Acquiring new to bank customers
  • Identifying new potential expansion locations
  • Converting in-bound and outbound leads to sales
  • Building a strong trust relationship with key customers
  • Maintaining a loyal pool of customers/alliances who refer potential customers
  • Carrying out the function(s) of promoting the financial products.
  • Collection of the required information and data
  • Evaluation of the clients ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

2.Channels Cooperation:
  • Making referrals to other channels based on identified customer needs
  • Smoothly implementing of Priority Banking services across surrounding branches

3.Management of service delivery:
  • Monitoring service levels for customer satisfaction
  • Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries.
  • Getting ad-hoc customer feedback.

4.Control and Risk Mitigation:
  • Reviewing of credit applications
  • Adhering to laid out processes and procedures
  • Ensuring appropriate and adequate documentation
  • Identifying trends of errors and proactively advice processes improvements

The competencies required to undertake this role and the level at which performance would be assessed as being satisfactory are:
(1 - least desirable, 5 - max desirable)

Customer Focus5
Drive for Excellence4
Integrity & Trust5
Decision Quality4
Business Acumen 3
Strategic Ability3

Specialist Skills / Technical Knowledge, Technical Competencies Required for this role:
  • University degree or a recognized professional certificate.
  • Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
  • Detailed knowledge of ADIB's Retail Banking products & services
  • Experience in sales, product development or wealth advisory to priority banking customers/ retail HNIs
  • Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures
  • Specific Knowledge of UAE banking practices , regulations & risks
  • UAE Financial Rules & Regulations Certification
  • International Certificate in Wealth and Investment Management (Level 3)
  • Risk in Financial Services Certification
  • International Certificate in Advanced Wealth Management (Level 4)
  • Good Knowledge of competitors in the local market
  • Must have led a team of professionals
  • Detailed knowledge of service standards
  • Training & Presentation skills
  • Computer Skills

Previous experience:
Minimum (5) years of Related Banking experience in U.A.E

Abu Dhabi Islamic Bank PJSC (Arabic: مصرف أبوظبي الإسلامي) is an Islamic bank based in Abu Dhabi city, in the United Arab Emirates.

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