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Senior Relationship Officer - Aayan Banking

Sharjah, UAE Posted 2024/06/26 12:02:41 Expires 2024-08-25 Ref: JB1100009806

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 Result Areas:

  • Deliver the budgeted volumes for deposits and sale of Investment Products.
  • Increase the Private 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 Aayan Unit/other Business Units,cross-sell other Dubai Islamic Bank Products and Services to Aayan Banking customers;
  • Provide “One Stop” Banking Service to the customers of Aayan 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 Aayan Banking due to unsatisfactory service on our part;
  • To maintain regular contacts with sensitive Aayan Banking customers either through telephone calls or Personal visits and update the daily call report in CRM.

Competencies/Skills

  • Minimum- Diploma or University Degree; Masters or Certification from an accredited University/Institute is preferred.
  • At least 3-4 years’ experience of dealing with HNWI and managing a portfolio.

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Job Details

Job Location Sharjah, UAE
Job Role Banking
Employment Status Full time
Employment Type FTE
Number of Vacancies 2

Preferred Candidate

Career Level Junior Management
Years of Experience Min: 3 Max: 4
Residence Location United Arab Emirates

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