Relationship Manager - Manpower Middle East

Our client, a leading local banking institution, is looking for a Relationship Manager. You will be directly reporting to the Business Development Manager



Job Purpose

• To acquire new to Company's Securities customers, and to move qualified customers to margin trading segment in the acquired customer base (NT-Company's 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 / 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.



Main Tasks and Responsibilities

Target Achievement

• Prospect new clients and increase the brokerage market share.

• Reach the assigned monthly targets (Account Opening / Cash Trading / Margin Trading / Murabaha Finance)

• Generate revenues based on assigned monthly targets



Portfolio AUM Increase

• Increase the clients portfolio size



Customer Relationship Management

• The job holder is expected to make qualitative contributions in terms of ensuring realistic commitments are made to customers and render them excellent service to differentiate ourselves from the competition.



Prompt response to customer complaints

• To ensure in the event of any complaints, the same is addressed within a reasonable time period. To make sure any service failure is redressed immediately to avoid any threat to the bank’s reputation and ensure such issues do not repeat in the future.



Key Results Areas

Acquisition

• Heavily focused on prospecting new high net worth individuals to increase the brokerage house market share.



Customer Relationship Management

• Maintain, serve and enhance his/her existing relationships and achieve targeted sales numbers through capitalizing on his/her sales skills and analytical abilities in presenting and providing the suitable products to his/her clients.

• Enhance the Wealth Management proposition through ongoing relationship management.

Job Details

Date Posted:	2014-06-30
Job Location:	Dubai, United Arab Emirates
Job Role:	Accounting/Banking/Finance
Company Industry:	Banking; Financial Services

Preferred Candidate

Career Level:

Mid Career

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Date Posted: June 30, 2014 at 12:04PM

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Relationship Manager - Manpower Middle East