Senior Relationship Manager - Mashreq Gold.RBG - MG Client Coverage - DIC.Retail Banking Group

AI in this role

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 royalty 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.

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 clients.
Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
Safeguard the bank from 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.

Skills / Experience :
University Graduate
Strong selling & financial markets knowledge
Strong interpersonal skills and cultural sensitivity
Relationship Management Networking skills
Extrovert/Amiable personality
Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
Excellent communication and negotiation skills
CISI certified

How we rate this

Senior Relationship Manager - Mashreq Gold.RBG - MG Client Coverage - DIC.Retail Banking Group at Mashreq rates 34 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.