Wednesday, 25 March 2015

Relationship Manager (Wealth Management) - Reach Group

- Responsible for meeting the assigned targets in liabilities, Revenues/ NFI and NTBs as per the Job description.

- To devise and implement an aggressive Sales plans to acquire large prospective customers (Cat 2 and 3 clients)

- Responsible for review of all wealth management processes with the area head and take an active part in improving the same.

- To conduct regular review of potential business and profitability of the portfolio. To ensure proper and timely review and renewal of all financing facilities.

- To assist area heads in devising sales plans for the team.

- To be acting area heads in the absence area heads and manage day to day sales and team activities.

- To ensure all TODs are cleared within accepted TATs.

- To assist RMs in their Sales calls and Sales plans

- To maintain focuse on service, compliance, Shariah, Islamic banking, Investment products and Risk/ audit.

- Responsible to attain at least 80% customer satisfaction based on surveys conducted by service quality teams.

- Ensure all internal reporting is completed in a timely manner (Sales, compliance, audit, risk, credit etc)

- To acquire and maintain a Portfolio of High Net and Ultra high net Individuals.

- Deepening customer Relationship by providing financial solutions & banking services required to meet individual customer s business needs.

- Ensuring prudent & profitable customer portfolio for the bank. Understanding of customer s business & industry trends, that would help identify adversities and its implication to the bank.


Job Details


























Date Posted: 2015-03-26
Job Location: United Arab Emirates
Job Role: Sales
Company Industry: Employment Placement Agencies/Recruiting
Monthly Salary: US $10,000


Preferred Candidate














Career Level: Management
Degree: Bachelor's degree


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Date Posted: March 26, 2015 at 07:10AM

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Relationship Manager (Wealth Management) - Reach Group

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