Relationship Manager

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, assets under management 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
• More than 5 years of experience 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