Relationship Manager Commercial Bank of Dubai

Commercial Bank of Dubai is presently recruiting suitably qualified and skilled candidate for the role of Relationship Manager. The job holder will be responsible for providing Elite customers with a personalised banking service, including investment advice and achieve financial budgeted target.

Responsibilities of Relationship Manager

• Make Elite asset, liability and investment product sales to meet given target
• Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re work.
• Ensure that all customer applications submitted are within CBD policy guidelines.
• Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products.
• Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products.
• Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts.
• Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas.
• Ensure a consistently high level of customer service is maintained at all times.
• Achieve financial budgeted target of Elite Senior Relationship Manager role.

Eligibility Requirements

The requirements of Relationship Manager are as under:

• Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification or equivalent.
• 8 to 10 years’ experience in the investments sales / Relationship Management.
• Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio.

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