Abu Dhabi Islamic Bank

Portfolio Relationship Manager

Job posted: Sep 30, 2024
Abu Dhabi, Abu Zaby, United Arab Emirates
  • Salary average
    -
  • Type of employment
    Full-time
  • Remote
    No

Company

ADIB is a leading bank in the UAE and the 4th largest Islamic bank globally by assets. Headquartered and listed in Abu Dhabi, ADIB was incorporated in 1997 to serve as the first Islamic bank in the Emirate of Abu Dhabi.

Over the last two decades, ADIB has demonstrated a consistent track record of growth with assets now totaling USD 39 billion. The bank currently serves more than 1 million customers through a balanced proposition that combines a highly-personalised customer experience with world-class digital banking services.​

Responsibilities

  • Generating of new business via out marketing activities, gold center contacts and existing network
  • Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
  • Making referrals to other channels based on identified customer needs.
  • Adhering to laid out processes and procedures.
  • Identifying trends of errors and proactively advice processes improvements
  • Building a strong trust relationship with key customers
  • Converting in-bound and outbound leads to sales
  • Acquiring new to bank customers
  • Identifying new potential expansion locations
  • Maintaining a loyal pool of customers/alliances who refer potential customers
  • Smoothly implementing of Priority Banking services across surrounding branches
  • Collection of the required information and data
  • Reviewing of credit applications
  • Ensuring appropriate and adequate documentation
  • Increasing team revenue and productivity by cross- selling and up-selling remotely.
  • Carrying out the function(s) remotely of promoting the financial products.
  • Monitoring service levels for customer satisfaction remotely.
  • Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries remotely.
  • Getting ad-hoc customer feedback remotely.

Contract

40 hours per week

Candidate requirements

  • Specialist Skills / Technical Knowledge Required for this role
  • Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith
  • Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning
  • Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures
  • Building a strong trust relationship with key customers
  • Detailed knowledge of ADIB's Retail Banking products & services
  • Good Knowledge of competitors in the local market
  • Specific Knowledge of UAE banking practices , regulations & risks
  • Evaluation of the clients' ability and appetite to handle the risks
  • University degree or a recognized professional certificate
  • Experience in sales, product development or wealth advisory to priority banking customers/ retail HNIs

Skills used at work

  • Financial products
  • Identifying trends

Role : Portfolio Relationship Manager – Priority Banking

Location : Abu Dhabi

Role Purpose:

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients' financial needs

Key Accountabilities of the role

Client/ Business Acquisition :

  • Generating of new business via out marketing activities, gold center contacts and existing network
  • Increasing team revenue and productivity by cross- selling and up-selling remotely.
  • Acquiring new to bank customers
  • Identifying new potential expansion locations
  • Converting in-bound and outbound leads to sales
  • Building a strong trust relationship with key customers
  • Maintaining a loyal pool of customers/alliances who refer potential customers
  • Carrying out the function(s) remotely of promoting the financial products.
  • Collection of the required information and data
  • Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

Channels Cooperation:

  • Making referrals to other channels based on identified customer needs.
  • Smoothly implementing of Priority Banking services across surrounding branches

Management of service delivery:

  • Monitoring service levels for customer satisfaction remotely.
  • Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries remotely.
  • Getting ad-hoc customer feedback remotely.

Control and Risk Mitigation:

  • Reviewing of credit applications
  • Adhering to laid out processes and procedures.
  • Ensuring appropriate and adequate documentation
  • Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role:

  • University degree or a recognized professional certificate.
  • Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
  • Detailed knowledge of ADIB's Retail Banking products & services
  • Experience in sales, product development or wealth advisory to priority banking customers/ retail HNIs
  • Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures
  • Specific Knowledge of UAE banking practices , regulations & risks
  • UAE Financial Rules & Regulations Certification
  • International Certificate in Wealth and Investment Management (Level 3)
  • Good Knowledge of competitors in the local market
  • Must have led a team of professionals
  • Detailed knowledge of service standards
  • Training & Presentation skills
  • Computer Skills

Job posted: Sep 30, 2024

Expiration date: Sep 30, 2025