Job closed
Ref: LP452-279
Job description / Role
- To acquire new to ADCB Securities customers, and to move qualified customers to margin trading segment in the acquired customer base (NT-ADCB Securities + existing).
- Achieve trading volumes / targets and contribute to the bottom line profitability of the brokerage house.
- The RM will proactively manage and grow assets under management & increase his/her client’s portfolio sizes.
Main Tasks & Responsibilities
Basic Discipline
• Ensure basic discipline is maintained through timely reporting to office.
• Ensure adherence to dress code and code of conduct
Day To Day Activities
• To develop and manage direct client relationships and be responsible for the day-to-day relationship with the client and optimize Customer engagement.
• Prepare daily sales reports
• Ensure required information sought regarding customers are provided on a timely basis
Target Achievement
• To ensure specified targets viz. NT-ADCB Securities / Trading targets / generated revenues
Training
• Ensure attendance at each sales training programs
• Be adequately trained to prevent mis-selling.
• Assist the Business Development Manager in training new Team members and take the new members on joint calls.
Weekly Sales Review
• Attend weekly review meeting to ensure there is no gap in planned v/s actual numbers set out for the week
• Take corrective action wherever there is a discrepancy in planned v/s actual delivery
• Discuss issues pertaining to clients within reasonable time periods and resolve the same immediately
Compliance & Quality
• Ensure strict compliance on documentation provided by the customers.
• Ensure compliance policies are understood and strictly implemented.
• Ensure compliance to SCA/ADX/DFM rules and regulations.
• Bring in quality customers to the brokerage house, which leads to quality references thus ensuring each case is profitable to the brokerage house.
• Deliver superior service to match and exceed customer expectations to achieve ‘customer delight’.
Market Intelligence
• To maintain in-depth knowledge of global and local financial markets so as to be abreast with current market trends.
• Provide customer and competition feedback to Business Development Manager and other team members.
Requirements
University degree from a reputed university
High computer skills
Minimum experience of 2 years in customer acquisitions & relationship management with an understanding of Brokerage products and services.
• Excellent written and spoken English is required. Spoken Arabic would be an advantage
• Aggressive, go getter with good communication and negotiation Skills
• Excellent, networking skills
• Understanding of global and regional financial markets and products.
• Team player with high diversified skills.
• Strong investment background, customer focused, result oriented.
About the Company
ADCB is a full-service commercial bank offering a wide range of products and services such as retail banking, wealth management, private banking, corporate banking, commercial banking, cash management, investment banking, corporate finance, foreign exchange, interest rate and currency derivatives, Islamic products, project finance, and property management services.