Our client, a leading local banking institution, is looking for a Privilege Customer Relationship Officer for both Dubai and Abu Dhabi. You will be directly reporting to the Customer Relationship Manager Job Purpose • To service and manage up to 250 Privilege customers. • To focus on portfolio enhancement, cross sell & up sell of multiple products, as well as focus on acquisition of new to bank privilege customers, and contribute to the bottom line profitability of the bank. • To service customer enquiries and deliver excellent service through communication & team work Target Achievement • The job holder would be responsible for generating revenues/achieving sales units as stated in the annual objectives through the sales of consumer banking products and services. Cross sell and Up sell • Prospect new clients and bring in New to Bank customers Portfolio AUM Increase • Maximize on cross sell & up sell achievements, and increase number of products held per customer. • Maximize his/her portfolio profitability and increase the delta AUMs. • Introduce the customers to the banks Wealth management offering/ products & services Customer Relationship Management • The job holder is expected to make qualitative contributions in terms of rendering service to customers, to differentiate ourselves from the competition. Maintain and strengthen existing client relationships. Prompt response to Customer Complaints • Ensure that all customer complaints are addressed and responded to in a timely fashion, and also ensure that any service failure is remedied immediately to avoid any threat to the bank’s reputation. Audit Findings and Reporting • Ensure that all auditable process and procedures are followed and audit responses are addressed and responded to immediately Key Results Areas Sales Target Achievements • Focus on prospecting new medium to high net worth individuals to increase the bank’s market share. Portfolio and AUM Increase • Maintain, serve and enhance the existing customer relationships and achieve targeted sales for cross sell and up sell. Customer Relationship Management • Ensure that satisfactory internal & external customer satisfaction levels are maintained. Target Achievement • Achieve volume and revenue goals via the combination of customer acquisition and relationship deepening through the execution of an effective sales process as per the set business plan. Main Tasks & Responsibilities BASIC DISCIPLINE • Ensure adherence to Privilege code of conduct DAY TO DAY ACTIVITIES • To develop and manage direct client relationships and be responsible for the day-to-day relationship management of client. • Maintain and update the prescribed reporting as required. • Ensure customer meetings in and outside the branch are scheduled as required. TRAINING • Ensure attendance for scheduled training programs • Assist in training new Team members and take the new members on joint calls if required Sales Target Achievements • Manage the existing customer base and create opportunities for portfolio expansion and growth. • Grow and expand the customer base either by customer referrals or by new to bank acquisition. • Update and monitor sales activities, identify opportunities for business growth and pursue under guidance of the Customer Relationship Manager & Branch Manager • Build, grow and maintain relationship with the individual customers allocated to develop the full potential of the client. • Follow a daily established sales activity to meet and exceed assigned targets among all products & exploring new sales opportunities. • Pro-actively participate in Bank products campaigns & promotions. • To ensure specified targets viz. NTB/upgrade sourcing, cross sell, up sell, revenue and AUM growth targets are met. • Ensure all cross sell opportunities are effectively leveraged, referred& closed
Job Details
| Date Posted: | 2015-01-14 |
| Job Location: | United Arab Emirates |
| Job Role: | Accounting/Banking/Finance |
| Company Industry: | Banking |
Preferred Candidate
| Career Level: | Mid Career |
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