Ref: GP687-51

Job description / Role

Employment: Full Time

-- Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management.
-- Focus on the analysis and satisfaction of Priority Customers financial as well as investment needs and objectives.
-- Provide the face of the Bank to the high net worth customers of the Bank.
-- Products involved are: IS/BA/FX, NTB A/c, Liability products and any new launches.

:
-- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue.
-- Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, no. of transactions.
-- Induction of all (NTB) new customers brought in by the Branches & Direct Sales team.
-- Achieve best in class productivity in order to maximize the efficacy of the sales process.
-- Achieve the budgeted cross sell targets, consistency and penetration.
-- Aggressive Sales call plans to acquire large prospective customers through referrals.
-- Ensure coverage of customer base in accordance with the approved contact plans.
-- Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business Done, etc.)
-- Maintain and update customer information on C Manager. Accurate and timely generation of reports.
-- Activation of dormant accounts.
-- Constantly updated product and process knowledge by successfully attending Tests/ Quizzes/ Certifications.

Customer Relationship Building:
-- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
-- Effectively meeting customer expectations and handling/ reduction of customer complaints.
-- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
-- Manage the portfolio to de-risk against attrition and achieve stability of book.
-- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
-- Serve as the one-point contact to the High Net Worth customers of the Bank.

Compliance & Risk:
-- Ensure KYC/AML updates, proper zero error documentation.
-- Updating the Manager, adhering to the Contact Management Plan.
-- Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
-- Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
-- Ensure full awareness of all policies relating to operational risk, sales processes, anti-misselling, etc and comply with the same.
-- Read, understand and comply with all provisions of the Group Code of Conduct.

Requirements

-- University Graduate.
-- Minimum 3/4 years experience in sales and relationship management.
-- Experience in handling all Banking & Investment Products.
-- Demonstrated ability in sales planning.
-- Strong communication and negotiation skills with the ability to influence outcomes.
-- Networking ability to manage interdepartmental deliverables.
-- Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit.
-- Good understanding of the business environment in UAE preferably with direct contacts with the local HNI community.
-- Minimum 3-4 years Abu Dhabi market experience
-- Computer literacy at the user level.
-- Adapting to multi-cultural environment.
-- In-depth knowledge of capital markets and financial planning.
-- Willing to join with a revenue commitment in place for minimum 30,000 USD

About the Company

Pathway Resourcing, is part of a truly global and diverse UK listed business with over 2000 employees worldwide covering the UAE, UK, Europe and North America, and with annual revenues of approximately $1billion. Our GCC operation, headquartered in Dubai specialises in Legal, Banking, Accountancy, IT, HR & Engineering recruitment. This global presence enables us to offer and attract a wide range of local and international candidates.

We specialise in delivering permanent professionals to businesses of varying sizes and sectors. With our strong senior networks, thorough knowledge and appreciation of the Middle Eastern cultures and market, our experienced consultants and business managers are trained to work in partnership with candidates and companies. Our aim is to design and implement appropriate and tailored recruitment solutions befitting your needs, and with the view to developing long term relationships.

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