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The Relationship Sales Manager will drive client acquisition, retention, and revenue growth for ADIB Securities by leveraging market expertise, ethical sales practices, and relationship-building skills. The role involves:
- Onboarding high-value clients.
- Delivering tailored investment solutions
- Ensuring compliance with company policies and market regulations
Key Accountabilities of the role
These are the main responsibilities of this role
Detailed Responsibilities
Primary Duties and Responsibilities:
- Conduct market research to identify selling possibilities and evaluate customer needs.
- Actively seek out new sales opportunities through cold calling, networking, referrals, and targeted outreach.
- Conduct client needs assessments to customize solutions (portfolio management, equities, trading strategies).
- Prepare and deliver appropriate presentations on products/services for clients upon request.
- Participating on behalf of the company in exhibitions or conferences or act as a representative in booths
- Negotiate/close deals and handle complaints or objections.
- Maintain regular contact with existing clients via meetings, calls, and market updates.
- Collaborate with the team to achieve better results.
- Maintain accurate records of client interactions, transactions, and compliance with policies
- Comply with the company policies, including the code of ethics/conduct.
- Track performance metrics (e.g., conversion rates, AUM growth) and refine strategies.
- Set up meetings with potential clients and listen to their wishes and concerns.
- Resolve client concerns promptly to ensure retention and satisfaction
Additional Duties and Responsibilities:
- Prepare sales performance reports (weekly/monthly/quarterly) for leadership
- Review sales plans periodically to align with market performance and identify improvements.
Supervisory Responsibilities
Authority Given:
Initially, incumbent will not be given expense power, however, will be given approval powers based on his/her level of management experience and brokerage expertise.
Reporting Lines
Head of Brokerage Business
Sales & Trading
Supervision lines
Head of Brokerage Business
Sales & Trading
Specialist Skills / Technical Knowledge Required for this role:
- Bachelor’s degree in finance, Business, or related field
- Experience +5 years in stockbroking or financial sales.
- Strong negotiation, communication, and presentation abilities.
- Deep knowledge in UAE/GCC/US financial markets, including margin trading regulations
- Proven experience as a sales executive and relationships
- Advanced proficiency in MS Office (Excel, PowerPoint), Bloomberg Terminal, Reuters Eikon, Trading platforms and investment databases.
- Thorough understanding of marketing and negotiating techniques
- Track record of negotiating large-scale trades or managing high-net-worth client portfolios
- Fluent in English, Arabic desirable
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