Summary
Mashreq is seeking a Senior Relationship Manager for its Mashreq Gold portfolio in Dubai Internet City, United Arab Emirates. The role manages high-net-worth client relationships, identifies financial needs, promotes bank products and services, and works toward revenue and portfolio growth targets. Responsibilities also include acquiring new clients, sourcing business through referrals and marketing activities, and providing proactive client service. Applicants should be university graduates with strong sales and financial markets knowledge, CISI certification, and 5–6 years of similar experience with a bank or financial services provider in the UAE.
The posting
As published on mashreq.com. Pulled from the employer's site and shown as they wrote it.
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.
Key Result Areas
- 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.
Knowledge, 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