Relationship Manager, Elite

؜ - ؜أبو ظبي ؜ -

تفاصيل الوظيفة

DESCRIPTION


Job Purpose:

Responsible for Promoting and selling CBD consumer Asset, Liability and
Investment Products to a specified portfolio of Elite customers. Responsible
for providing Elite customers with a personalised Banking service, including
Investment advice.

Principal Accountabilities:


Responsible for Asset ,Liability and Investment Product sales to meet given
target under Elite segment


Ensure that all product applications are filled accurately, within the agreed
timeframe and all the required documents are obtained to avoid re-work


Ensure that all customer applications submitted are within CBD policy
guidelines.


Proactively call existing Elite customers and make agreed target number of
appointments per week to review customer needs and make sales of other
suitable Elite products


Will meet relevant Elite customers at suitable external locations as required,
in order to build relationships, provide service, make and close sales of
Elite asset, liability and investment products


Coordinate with Special Accounts Unit (Recovery) to implement agreed actions
in respect of Elite irregular accounts


Attend weekly and monthly team and area sales meetings to review performance
and share best practice ideas


Ensure a consistently high level of customer service is maintained at all
times

ملخص الوظيفة

  • المُعلن : Commercial Bank of Dubai
  • تاريخ الإعلان : 24/09/2023
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • مكان العمل : أبو ظبي
  • الراتب : -
  • الهاتف : -
  • البريد الإلكتروني :

    إظهار البريد الإلكتروني

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Language: English