Account Manager - Priority Banking Required in Dubai - Dubai
Account Manager - Priority Banking Required in Dubai
Account Manager - Priority Banking Required in Dubai
Job Purpose:
The incumbent will be responsible for Acquisition of new client relationships for this segment, Maintenance and growth of existing client relationships, Meeting Revenue targets for Assets, Liabilities, Investments and Insurance business, Achieve high levels of service standards and maximize client satisfaction and Compliance with UAE Central Bank and anti-money laundering regulations.
Job Responsibilities:
To act as main point of contact for PRB customers, leveraging designated CSRs effectively for basic banking transactions and service requirements
To initiate, develop and retain client relationships, while contributing actively to the business development goals of the unit
To be engaged in client acquisition activities, presenting to clients, closing deals, managing, and developing client accounts
Understand when to bring in Product Specialists when specialized advice is needed, ensuring clients are provided with the best quality advice at every interaction
Responsible for account opening, initial relationship building and managing the early customer lifecycle for New to Bank customers
To be conversant with the full range of Priority Banking products and services, to be competent in discussing Priority Banking offering to all clients, including basic banking products and services, lending products, financial advisory and asset management services. To act as an effective “trusted advisor” in the delivery of these services to his/her clients, ensuring the optimum financial solution is always delivered to clients.
To proactively contact customers in portfolio to capture higher share of wallet by cross-selling products and marketing new products and services.
To be fully aware of all policies relating to operational risk, sales processes, anti-mis-selling, etc. and comply with the same.
To be responsible for ensuring up-to-date compliance, KYC and client profile for each client as well as always maintaining a high level of confidentiality.
To be responsible for assessing customer risk tolerance and investment suitability of each client and explaining appropriate products and services to meet client requirements
To safeguard the reputation of Emirates NBD by employing best practices and always acting in a professional manner.
To document all meetings and contribute to the reporting processes established in the unit
To have full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
To comply with the above policies on an ongoing basis and report any suspicious transaction immediately to the supervising manager(s).
Job Requirements:
University Degree in Business or Finance.
1-3 years in a sales role in the Financial Services/Banking industry.
Experience across a wide range of Banking areas, e.g., Retail and wealth management
Excellent communication and presentation skills interpersonal skills are essential for this role.
English, while knowledge of regional languages is of advantage.
Effective communication skills both orally and in writing.
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https://ae.linkedin.com/jobs/view/account-manager-priority-banking-at-emirates-nbd-2953534355?
