Job Description
Relationship Manager – Mashreq Gold (Incentive based structure)
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 loyalty 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.
Duties and Responsibilities
Your main responsibilities in this role include the following:
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 customers.
Maintaining a superior customer service experience for clients including pre-empting issues and proactive servicing.
Safeguard the bank from any potential loss /AML Fraud / and ensure ethical behavior at all times during and after sales.
Enhance market profile and awareness.
Minimize customer attrition.
Maintain proactive client contact.
Job Requirements
University Graduate
Strong selling and financial markets knowledge
Strong interpersonal skills and cultural sensitivity
Relationship management networking skills
Extrovert/Amiable personality
Minimum 5-6 years’ experience in a similar job with another bank /financial services in the UAE
Excellent communication and negotiation skills
CISI certified – Level 3
Job Details
Company: Mashreq Bank
Employment Type: Full-time
Job Location: Dubai, United Arab Emirates
