
Emirates NBD
Requirements
Requires a university degree in Business or Finance and 1 to 3 years of sales experience within the banking or financial services industry. Experience in Retail and Wealth Management is specifically desired.
Job Summary
JOB PURPOSE
Emirates NBD Priority Banking constitutes a pivotal segment within the Retail
Banking Sector, overseeing relationships with affluent clients. Our team offers
a diverse array of specialized products, services and tailored experiences to
cater to the discerning requirements of both individual and corporate customers.
As a Relationship Manager – Emerging Affluent within the Priority Banking
division, your primary objective is to provide outstanding service to your
clientele. Your responsibilities involve the growth and maintenance of
comprehensive client relationships, including everything from initial profiling
to addressing their Forex, Liabilities and Asset requirements.
In this role, you will be responsible for portfolios and serving salaried
individuals, earning a specific salary range. This role presents an exciting
opportunity to excel in relationship management within our esteemed banking
environment
RESPONSIBILITIES
* Cultivate and sustain virtual relationships with clients to retain them
through dedicated relationship management efforts, addressing service quality
and operational concerns.
* Achieve financial targets by selling and cross-selling bank products,
focusing on portfolio and asset growth, wealth referrals and successful
closure of referrals and Forex transactions.
* Adhere to operational risk policies, sales processes and regulations,
ensuring compliance with KYC procedures and safeguarding Emirates NBD’s
reputation.
* Ensure daily customer contact is maintained and monitored to guarantee all
portfolio clients receive necessary support and assistance.
* Maintain exceptional service quality to positively influence CSAT scores
within your portfolio.
* Complete mandatory training and certifications promptly while maintaining
punctuality, meeting deadlines and adhering to Emirates NBD’s dress code
policy.
REQUIREMENTS
* Education – University Degree in Business or Finance.
* Experiences – 1 to 3 years in a sales role within the Financial
services/Banking industry. – Experience across a wide range of Banking areas,
e.g. Retail and Wealth Management.
Responsibilities
Manage and grow relationships with affluent clients by providing tailored financial products and services. Focus on achieving financial targets through the sale of assets, liabilities, and Forex transactions while ensuring operational compliance.
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