Relationship Manager

JOB DESCRIPTION / ROLE

Job Type: Full Time

Job Location: Al Ain, UAE

Nationality: Any Nationality

Salary: Not Specified

Gender: Not Specified

Arabic Fluency: Not Specified

Job Function: Finance, Business Analysis & Consulting

Company Industry: Finance, Investment & Asset Management

Role purpose

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 and services for clients upon request.

Participate on behalf of the company in exhibitions or conferences or act as a representative in booths.

Negotiate and 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 and 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, the incumbent will not be given expense power; however, approval powers will be granted based on his or 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 of 5+ years in stockbroking or financial sales.

Strong negotiation, communication, and presentation abilities.

Deep knowledge of UAE, GCC, and US financial markets, including margin trading regulations.

Proven experience as a sales executive and in relationship management.

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 is desirable.

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ADIB - Abu Dhabi Islamic Bank