Mashreq
Requirements
Candidates must hold a university degree and possess 5-6 years of experience in a similar banking or financial services role within the UAE. Additionally, professional certifications such as CISI ICIWM Level 3 and knowledge of UAE financial regulations are required.
Job Summary
Senior Relationship Manager
Job purpose
* To provide Portfolio of HNW clients with personalized service so as to
develop close relationships, achieve maximum profitable contribution for the
client and the bank and retain their royalty and respect.
* Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling
of bank products to all existing clients.
* Source new business from HNW Mashreq Gold individuals through referrals,
marketing activities and personal contacts.
* Ensure clients are aware of all financial services offered by the bank
Reach financial goals set for the role by the business as per annual and monthly
financial targets, including x-sell and up-sell of products to customers, to
existing and new to bank customers.
Key Result Areas
* Optimize the potential value of the client base through the delivery of MG
Products and Services
* Communicate with HNW client and identify their financial needs
* Achieve Revenue Goals, sales and portfolio growth targets across a range of
products and services
* Maximize profitability from the Gold base whilst countering competition from
other providers offering alternative investments / WM opportunities
* Acquire New to Bank HNW clients.
* Maintain a superior customer service experience for clients including pre
empting issues and proactive servicing.
* Safeguard the bank from potential loss / AML fraud / and ensure ethical
behavior at all times during and after sales.
* Enhance market profile and awareness
* Minimize customer attrition
Operating Environment, Framework and Boundries, Working Relationships
* Interact with product managers / line managers to constantly provide feedback
on competition and client response to product / services
* Co-ordinate activities with other departments in order to maximize
conversions from referral process
* Ensure client expectations are constantly met
Problem Solving
* Ability to understand customer’s financial needs on a one on one basis
* Intricate understanding of products pertaining to HNW customers – both
internal and external (competitors)
* Advanced Market knowledge of various investment vehicles / markets /
economics
* Accurate projection of sales numbers
* Proactive action on customer feedback and needs
* Timely escalation of service issues
Decision Making
* Pricing discretion for effective relationship Management
Strong responsibility for Ethical selling to customers with complete disclosure
about products and services
* Skills / Experience :
* University Graduate
* Strong selling & financial markets knowledge
* Strong interpersonal skills and cultural sensitivity
* Relationship Management Networking skills
* Extrovert/Amiable personality
* Minimum of 5-6 years experience in a similar job with another bank /
financial services in the UAE
* Excellent communication and negotiation skills
* CISI ICIWM Level 3 and CISI UAE Rules & Regulations
Responsibilities
The Senior Relationship Manager is responsible for managing a portfolio of HNW clients by providing personalized financial services and maximizing profitable contributions. They must source new business, achieve revenue and sales targets, and ensure high-quality customer service while maintaining ethical standards.
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