Assistant Relationship Manager-BBD-1 (Outsource)
- الإمارات
- دائم
- دوام كامل
Portfolio Growth and Financial Targets: * Assist in achieving assigned financial and non-financial objectives.
- Support the management and growth of portfolios, focusing on increasing liabilities, FX, fees, and trade transactions while meeting overall financial targets.
- Aid in ensuring portfolio growth compared to the previous year.
- Assist in identifying and seizing cross-selling opportunities to enhance revenue streams.
- Help implement strategies to maximize portfolio growth while minimizing risk, supporting regular SWOT analyses.
- Support efforts in cross-selling to increase product share per customer, aiding in maximizing revenue from the existing portfolio.
- Assist in targeting high transactional and high-value balance companies for onboarding.
- Support regular visits and calls with clients to maintain rapport and identify new business opportunities.
- Assist in reporting on portfolio activities, achievements, and challenges to management, providing feedback and suggestions for improvement.
- Aid in proactively seeking new business opportunities and referrals from existing clients.
- Assist in conducting financial assessments accurately to understand clients' needs and risk tolerance.
- Support the identification and cultivation of new business relationships with potential clients through networking and prospecting activities.Client Relationship Management and Customer Service:
- Support in serving all clients, particularly focusing on the elite segment.
- Aid in enhancing relationships with business banking customers, prioritizing the elite segment in financial and service aspects.
- Support the service of all clients with a particular focus on the elite segment.
- Assist in communicating regularly with clients to foster growth and satisfaction, addressing complaints promptly and providing excellent service.
- Aid in utilizing various communication channels to maintain strong client relationships, focusing on the elite segment.
- Assist in enhancing relationships with business banking customers, prioritizing the elite segment in financial and service aspects.
- Maintain professionalism and ethical standards in all interactions with clients and internal stakeholders.
- Assist in providing necessary inquiries and documents to the compliance department.
- Support the identification and assessment of potential risks or suspicious activities.
- Aid in monitoring customer transactions for signs of risk or non-compliance.
- Assist in conducting ongoing due diligence and updating customer records accordingly.
- Assist in reviewing and updating client profiles and risk ratings regularly to ensure accuracy and compliance.
- Participate in training and development opportunities.
- Demonstrate flexibility to adapt to changing needs, including working in multiple locations.
- Collaborate effectively with internal teams and partners.
- Adhere to organizational policies and regulatory guidelines
Minimum Requirements for Assistant Relationship Manager:
- Bachelor's degree in Finance, Business Administration, or related field.
- Minimum of 2 years of experience in banking or financial services
- Excellent knowledge of business banking, trade products, and foreign exchange rates.
- Strong communication and interpersonal skills.
- Proficiency in customer complaint resolution and service delivery.
- Minimum of 2 years of experience in banking or financial services