Relationship Officer

For UAE National only.

ROLE PURPOSE:

Offer full range of services to Gold & Diamond customers and cross sell ADIB consumer banking products, Investments. Support Relationship Mangers and handle services in their absence.

Key Accountabilities of the role

Competencies

RESPONSIBILITIES:

– Prospect new business opportunities within the main role of servicing customers.

– Support Relationship Managers.

– Proactively upsell / cross-sell products and services to customers

– Inform designated customers about their eligibility for special offers / complimentary gifts based on their transactions & invested assets

– Proactively request customers to refer others

– Community Involvement – must be a socially active opinion leader

KEY PERFORMANCE INDICATORS:

– Target Achievement & Growth

– Overall Profitability

– Customer satisfaction

– Product & process knowledge

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)

Specialist Skills / Technical Knowledge, Technical Competencies Required for this role:

· Bilingual (Arabic & English)

· Working knowledge of investment products & banking operations (further training & certification to be provided)

· Strong communication skills & customer orientation

· Ability to interact with high-end, affluent customers of all nationalities

· High Personal Integrity

· Ability to perform basic mathematical computation

· Referral Specialist

· Good working knowledge of Microsoft Words & Excel

Previous experience:

Customer Facing (e.g. Front Office) Experience in Banks or Financial Brokerage Companies (in an advisory role).

Seniority Level
Entry level

Industry
Banking
Employment Type
Full-time

Job Functions
Sales

Only candidates can apply for this job.
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