Senior Relationship Manager – Aayan Banking

To ensure timely, efficient and personalized services are provided to a selected group of HNW customers with the aim of increasing the size of the portfolio, in terms of customers and deposits, and, to generate fee income through the sale of Investment.

Responsibilities

• Perform the tasks of financial products promotion, collection of required information and data, and evaluation of the clients' capability and tendency to afford risks (Risk Profile) along with the detailed works related thereto
• Manage & deliver the budgeted volumes for deposits and sale of Investment Products.
• Increase the Private Banking portfolio by increasing deposits of existing customers and targeting of HNWI not Banking with us;
• Sell the various Islamic Investment Products that are offered by Aayan unit other Business Units as well as to cross-sell other Dubai Islamic Bank Products and Services to Private Banking customers;
• Provide "One Stop" Banking Service to the customers of Aayan Banking in order to ensure timely and efficient execution of customers' requests;
• Ensure adherence to Bank processes & policies and report deviation to immediate supervisor/manager;
• Ensure that there is no loss of customers from Aayan Banking due to unsatisfactory service on our part;
• Maintain regular contacts with sensitive Aayan Banking customers either through telephone calls or Personal visits and update the Call reports daily in CRM.

Qualifications

• A university certificate along with experience for not less than (3) years, or diploma certificate or less certificate along with experience for not less than (7) years, in financial analysis or in the field of financial markets, investment, wealth management or financial planning. alternative qualifications are any of the below qualifications: CFA, AFA, CIP, CIIA, CQF, FRM, ICA

And below certifications (Mandatory)

• CISI -UAE Financial Rules and regulations certification
• CISI International Certificate in Wealth and Investment Management (Level 3)