Director- Elite Banking
Director- Elite Banking
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Job Description
Director- Elite Banking - First Abu Dhabi Bank (FAB) Overview Director- Elite Banking role at First Abu Dhabi Bank (FAB). Responsibilities Customer Acquisition Understand the client's requirements...
Director- Elite Banking - First Abu Dhabi Bank (FAB)
OverviewDirector- Elite Banking role at First Abu Dhabi Bank (FAB).
Responsibilities- Customer Acquisition
- Understand the client's requirements and assess, discuss and agree on a deal's desirability in coordination with products and related partners to ensure business requirements.
- Develop account plans to follow up on identified business opportunities and provide regular updates related to pipeline and accounts development.
- Provide inputs to the Unit Head on customer needs and market trends to enable product enhancement and cater to customer needs.
- Relationship Management
- Build and maintain effective relationships with customers and manage accounts under the guidance of the Unit Head to ensure business continuity and informed decisions about financial services.
- Act as main point of contact for all clients in the portfolio to ensure servicing and resolution of issues.
- Develop strong working relationships with product partners to contribute to cross-selling opportunities.
- Prepare and execute a call program to evaluate risks and maximise cross-sell opportunities in line with the portfolio and industry quality.
- Portfolio Management
- Hold regular meetings with portfolio clients and maintain ongoing dialogue to discuss financial needs and introduce products/services to maximise revenues.
- Stay up-to-date on all services/products used by customers and coordinate across bank departments to address issues.
- Ensure regulatory, audit and compliance issues are in place and internal controls maintain high standards of operational efficiency and reduce losses.
- Internal Collaboration
- Develop relationships and coordinate with other departments to meet client service expectations.
- Engage with stakeholders including Operations, Technology, Branches, Legal and Risk to deliver the expected client experience.
- Self-Management Responsibilities
- Define performance goals at the start of the year in discussion with the reporting manager and achieve them during the year.
- Identify training and development requirements and ensure they are arranged and attended.
- Strive to achieve high proficiency in the competencies and skills required for the role.
- Keep abreast of professional developments and ongoing education for professional growth.
- Minimum of 5 years of relevant experience in retail customer relationship management
- Bachelor's Degree in Business Administration, Finance and Banking or a related major field of study
- SCA certification (CISI Level 3) and UAE Rules & Regulations (Mandatory)
- Not Applicable
- Full-time
- Finance and Sales
- Banking
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