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** 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…
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