Overview

Relationship Manager, Elite Jobs in UAE at CBD

Title: Relationship Manager, Elite

Company: CBD

Location: UAE

Type: Full Time

Category: Sales, Banking

Description

Job

Purpose:

Responsible for Promoting and selling CBD consumer Asset, Liability and Investment Products to a specified portfolio of Elite customers. Responsible for providing Elite customers with a personalised Banking service, including Investment advice.

Principal Accountabilities:

Responsible for Asset , Liability and Investment Product sales to meet given target under Elite segment

Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work

Ensure that all customer applications submitted are within CBD policy guidelines.

Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products

Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products

Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts

Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas

Ensure a consistently high level of customer service is maintained at all times

Requirements

Education and

Experience:

Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.

4 to 5 years of Priority Banking experience with a good understanding of wealth management, sales practices and proven track record in Sales. Candidates should have existing HNWI Portfolio in Dubai, Sharjah and NE

 

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