Director Elite Banking

Job description / Role

Customer acquisition

Understand the clients requirements and assesses, discusses, and agrees on a deals desirability in coordination with products and related partners to ensure business requirements. Develops account plans in order to swiftly follow up on identified business opportunities and provides regular updates related to pipeline and accounts development. Provides inputs to the unit head on customer needs and trends in the market which are commercially viable in order to enable product enhancement thus catering to customer needs.

Relationship management

Builds and maintains effective relationships with customers and manages their accounts under the guidance and support of the unit head in order to ensure business continuity and to help customers make the right decisions with their accounts and explain the financial services on offer to them. Acts as main point of contact for all clients in the portfolio in order to ensure appropriate servicing and effective resolution of issues. Develops a close working relationship with all product partners in order to contribute to cross-selling opportunities. Prepares and executes a call program to evaluate risks, assess opportunities, and maximise potential to cross-sell products in order to ensure that the banks relationship strategy is in line with the portfolio and industry quality.

Portfolio management

Holds regular meetings with portfolio clients and maintains ongoing dialogue with them to discuss their financial needs and introduce products and services in order to maximise portfolio revenues and to ensure that they are aware of all products and services relevant to their situation and credit analysis. Keeps up to date on all the services and products the customers are utilising from the bank and issues requests raised across any department of the bank in order to ensure awareness of the customer. Ensures all regulatory, audit, and compliance issues are in place and all the internal controls are in order to maintain highest standards of operational efficiency, minimise operational losses, and reduce the number of near misses.

Internal collaboration

Develops relationships and coordinates with other departments to meet client service expectations. Engages with stakeholders including operations, technology, branches, legal, and risk to deliver timely and effective level of client experience to our clients.

Self management responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are achieved during the course of the year. Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required training is arranged and attended. Strives to achieve the highest levels of proficiency on all the competencies and skills required to perform the role. Keeps abreast of professional developments, new techniques, and current issues through continued education and professional growth.

Qualifications

• Minimum of 5 years of relevant experience in retail customer relationship management
• Bachelors degree in Business Administration, Finance and Banking, or a related major field of study
• SCA certification (CISI Level 3 and UAE Rules & Regulations) (Mandatory)

Remote work: No
Employment type: Full-time

Key skills

Corporate strategy, CRM, Corporate, Flash, Landscape, AC Maintenance

Experience: Not specified
Vacancy: 1

Job Function: Finance, Business Analysis & Consulting

Company Industry: Audit & Accountancy