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Job Description
To provide a timely, efficient and personalized service to a select group of HNW customers with the aim of increasing the size of the portfolio, in terms of customers and deposits, and, to generate fee income through the sale of Investment.
Key Responsibilities:
Deliver the budgeted volumes for deposits and sale of Investment Products.
Increase the Wajaha Banking portfolio by increasing deposits of existing customers and targeting of HNWI not Banking with us;
Sell the various Islamic Investment Products that are offered by Wealth Management/other Business Units,
cross-sell other Dubai Islamic Bank Products and Services to Wajaha Banking customers;
Provide "One Stop" Banking Service to the customers of Wajaha Banking ensuring timely and efficient execution of customers' requests;
Ensure adherence to Bank processes & policies and report deviation to immediate supervisor/manager;
To ensure that there is no loss of customers from Wajaha Banking due to unsatisfactory service on our part;
To maintain regular contacts with Wajaha Banking customers either through telephone calls or Personal visits.
Competencies/Skills
- Minimum- Diploma or University Degree
- CISI Level 3 & UAE Regulations (Mandatory)
- At least 4-5 years' experience of dealing with HNWI and managing a portfolio
