Job Purpose:
Responsible for making sales of 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:
Make Elite asset, liability and investment product sales to meet given target
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
Achieve financial budgeted target of Elite Relationship Manager role
### **Job Requirements:** * Bachelor 's Degree in banking relevant discipline. * Professional banking qualifications. * Good understanding of Retail Banking products and services. * Good knowledge of Retail Banking practices and processes. * Minimum 5 years of relationship management expe…
Location: Kuwait Date Posted: November 30, 2022 **About the Client** One of the leading Kuwaiti banks in the region, providing a wide range of financial and banking services and products across the middle east region. **About the Role** Responsible for the following KPIs * _Target Planning:_ …
## **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. ** Prin…
## **DESCRIPTION** **Job Purpose:** ** ** You will be responsible for providing Elite customers with a personalised banking service, including investment advice and achieve financial budgeted target ** Principal Accountabilities:** ** ** Make Elite asset, liability and investment product sal…
## **DESCRIPTION** Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multipl…
## **DESCRIPTION** **Job Purpose:** Responsible for addressing branch walk-in customer needs, requests, queries, and complaints, in an accurate and timely manner and support CBD Elite RMs and CBD Elite customers. ** Principal Accountabilities:** Act as first point of contact in under…
Department Description: Business Banking was set up as a separate vertical to manage allnonindividual relationships under RBWM Business Banking has always ensured that the customers are placed on the right platforms so as to provide them with the best products and services possible Brief Descri…
**Relationship Manager - 0000HNIA** **Some careers have more impact than others.** If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direct…
Arton Capital is looking for a dynamic and commercially astute candidate to work in the business development department of a world-class, global leader in second residence and citizenship planning as the Relationship Manager for its global operations. The successful candidate should have excellent …
The primary role of a Relationship Manager is to compile and submit client applications for residence and citizenship programs, as well as to perform all the necessary related tasks. This role includes building and managing rapport with clients and their advisors to ensure optimum client acquisitio…