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Job Description
- Manage Elite Banking client relationships along with Directors and Executive directors of Elite Banking by rendering the highest level of services to the customer and referring banking products like insurance, investment products, Mortgage, BFS products and Services to support the team across the identified customer segments to achieve financial and non-financial business objectives.
- To plan and carry out direct marketing activities, and support the Directors to fulfil their sales initiatives in accordance with the agreed business plans.
- Support Directors and EDs to achieve assigned revenue targets, AUM, CASA and customer acquisition targets.
- Support acquiring clients as well as managing, maintaining, and deepening the relationships through the expertise in Financial planning and the selling of various personal Financial & Investment products.
- To provide and maintain, on an on-going basis, a daily sales report, figures, forecasting & any other record which may be required by the Unit Head to keep up-to-date records of sales & performance.
- Achieve best in class productivity to maximize the efficiency of the sales process.
- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
- Effectively meeting customer expectations and handling / reduction of customer complaints.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Researches potential markets, develops client referral sources and initiates contact with prospects to promote and sell the bank s products and services.
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- To visit existing clients at least once in 2 months.
- To meet and introduce minimum 2-3 new prospective clients per day.
- Attending product trainings, to be up to-date with the market developments.
- To ensure full compliance of Regulatory mandates, process, and policies.
- To ensure full compliance to internal policies, procedures, SOPs and SLAs.
Skills
Banking ProductsSalesAcquisitionMortgageInvestment ProductsIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
FAB, the UAE’s largest bank and one of the world’s largest financial institutions offers a an extensive range of tailor-made solutions, and products and services, to provide a customised banking experience. Through its strategic offerings, it looks to meet the banking needs of customers across the world via its market-leading Corporate and Investment Banking and Personal Banking franchises. Headquartered in Abu Dhabi, in Khalifa Business Park, the bank’s international network spans over 19 countries, across the world, providing the global relationships, expertise and financial strength to support local, regional and international businesses seeking to do business at home and abroad. In line with its commitment to put customers first, to Grow Stronger, FAB will continually invest in people and technology to create the most customer-friendly banking experience and will support the growth ambitions of its stakeholders across the global network in which the bank operates. To empower its customers and clients to Grow Stronger, FAB is initiating a powerful movement, which goes beyond banking. The Grow Stronger movement represents the bank’s promise to support its stakeholders’ goals and growth ambitions, providing ideas, tools and expertise to help them become stronger, today and in the future. Through a strong, diversified balance sheet, leading efficiency and a solid corporate governance structure in place, FAB is set to drive growth forward.
Important dates & deadlines?
Application Deadline
11 May 25, 03:02 PM IST
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Associate Director- Elite Banking - Activation
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