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 multiple awards for its
digital initiatives, credit cards, bank accounts, mobile app features and
services.
CBD has been recognized as the number one bank in the UAE on the Forbes list
of The World's Best Banks 2022.
As we continue to build upon our successes, we are looking for ambitious
individuals who are passionate about the banking and finance industry and the
markets in which CBD operates. Just as important to us is your ability to
demonstrate a talent for dealing with people - your colleagues and our
customers - and delivering service that really goes the extra mile.
Job Purpose:
Responsible for maintaining assigned Elite clients portfolio increasing their
share of wallet and enhancing 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, conjunction
with production specialist
Principal Accountabilities:
Contact clients and follow up to ensure that they meet minimum criteria
required to be eligible for Elite Banking Account.
To build strong relationship with clients through effective planning and
servicing them for all their banking requirements within elite segment.
Primarily to focus in increasing CASA balances across assigned portfolio and
cross sell all other assets & liabilities products for eligible client within
bank's products policies.
Maximize product penetration such as Credit Card, Investment, FX & Banca to
achieve and exceed assigned monthly/quarterly financial targets set by
management.
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.
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.
Ensure a consistently high level of customer service is maintained at all
times.
Ensure timely closure of all AML related inquiries within defined time frame
and follow up with clients for all necessary requirements to close AML Alerts
amicably with AML Team, protecting bank's interest at all times.
All customers complaints to be handled professionally and resolved amicably
within the policy guidelines of CBD
Attend weekly and monthly team and area sales meetings to review performance
and share best practice ideas
## **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** **Job Purpose:** Responsible for maintaining assigned Elite clients portfolio increasing their share of wallet and enhancing sales of CBD consumer asset, liability and investment products to a specified portfolio of Elite customers. Responsible for providing Elite customers wi…
### **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 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 Accoun…
## **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:** 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…
### **_Job Information:_** ** __** **** _Manage and develop the customer portfolio_ Prospect new customers _Promote our products and services to potential customers_ __ _Support and advise customers_ __ _Build customer loyalty_ __ _Make sure to keep regular contact with customers_…
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