Relationship Manager- Priority Direct

ADIB is hiring a Relationship Manager- Priority Direct. Level rates it ; you can apply on ADIB.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
The posting mentions CRM, relationship management and retail banking among its tools and skills.
Level classes it as a mid-level role.
ADIB has 101 other open roles on Level.
Posted in the last few days.

AI in this role

Manage a portfolio of retail banking customers via digital channels, providing support, upselling, and investment referrals.

crm

relationship-managementretail-bankingcross-sellingcustomer-service

Role       : Relationship Manager- Priority Direct
Location : Dubai

Role Purpose:

The Virtual Relationship Manager (VRM) is responsible for managing and servicing a portfolio of up to 1,000 retail banking customers through digital and telecommunication channels. The VRM acts as the single point of contact for customers, ensuring their banking needs are met promptly and efficiently, while also identifying opportunities to deepen relationships through account upgrades and investment referrals.

Key Accountabilities of the role

Customer Relationship Management:

Manage an assigned portfolio up to 1,000 customers via face to face, phone, email, and digital banking channels.
Provide personalized service by understanding each customer’s profile, banking habits, and financial needs.
Ensure timely handling of customer inquiries, service requests, and complaints with high levels of professionalism and efficiency within agreed turn around time.
Build long-term customer trust and satisfaction through proactive engagement and consistent service quality.

2. Service Delivery & Support:

Handle day-to-day banking queries related to accounts, cards, transfers, and digital services.
Coordinate with internal departments to resolve customer issues promptly.
Educate customers on digital banking platforms, self-service tools, and product features.
Maintain accurate and up-to-date customer records in CRM systems.

3. Sales & Business Growth:

Identify opportunities to upgrade customers from Gold to Diamond based on relationship value, product usage, and income criteria.
Generate qualified referrals for investment & takaful, to the assigned Investment Advisor.
Cross-sell relevant banking products (cards, loans, insurance, FX, etc.) aligned with customer needs and eligibility.
- Achieve monthly and quarterly KPIs and sales targets related to service quality, portfolio growth, and product referrals.

4. Compliance & Risk Management:

Ensure all customer interactions comply with bank policies, service standards, and regulatory guidelines (KYC, AML, etc.).
- Always maintain confidentiality of customer information.
- Adhere to quality assurance and service-level protocols in all communications.

Key Performance Indicators (KPIs)

Customer satisfaction and retention rate.
Number of successful account upgrades (Gold → Diamond).
Number of qualified investment (number of Khuttati plans, Smart Sukuk portfolios) & takaful referrals.
Successful cross sell & referral of Banking products (Cards, Home Finance, Personal Finance, Auto Finance, FX).
Response time and service resolution rate.
Adherence to compliance and quality standards.

Specialist Skills / Technical Knowledge Required for this role:

Bachelor’s degree in business, Finance, or related field.
Minimum 2–4 years of experience in retail banking, customer service, or relationship management (preferably in a virtual or call-center environment).
Strong knowledge of banking products, customer segmentation, and digital channels.
Excellent communication and interpersonal skills (Arabic and English preferred).
Proven ability to work with targets and KPIs in a structured environment.
Proficiency in CRM tools, Microsoft Office, and digital banking platforms.

How we rate this

Relationship Manager- Priority Direct at ADIB rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Relationship Manager- Priority Direct is an open job at ADIB.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in United Arab Emirates.
The job was posted on October 29, 2026.
Seniority: mid.
Applications are handled by ADIB. Apply on ADIB

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Relationship ManagementRetail BankingCross SellingCustomer ServiceCRM

Questions you could be asked

Tell me about a project where relationship management was part of your work. What did you do?
Tell me about a project where retail banking was part of your work. What did you do?
Tell me about a project where cross selling was part of your work. What did you do?
Tell me about a project where customer service was part of your work. What did you do?
Walk me through how you've used CRM in your day-to-day work.

Adapt your resume

List these exact terms on your resume: Relationship Management, Retail Banking, Cross Selling, Customer Service, and CRM. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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