Accountable for:
Provide exceptional quality service to new and existing Elite Banking clients
relationships in the region by providing them with the full suite of financial services
products & services
Maximize profitability by continuous sales calls to existing clients and new clients.
Also obtain new referrals .
Developing an action plan (daily, weekly, and monthly) to acquire new client
relationships as well as broadening existing client relationships.
Achieving sales targets in line with best practice standards of services and acting as
a “Trusted Advisor” to the Elite clients.
Adhering to Elite Banking service quality standards.
Complying with Elite Banking policies and guidelines.
Have all clients’ files updated and ensure that all documents related to client are
available in order to comply to KYC and AML Regulations.
Key Roles:
Provide financial services solutions to the Elite client base.
Identify and acquire new Elite clients to achieve “New To Bank” targets as well as
achieving cross sell targets.
Providing the highest level of customer service to clients (proactive calls and visits) in
order to have clients ownership.
Providing the highest level of services to the Regional Elite Clients according to our
Elite Regional Recognition standards.
Review existing client relationships to ensure a greater share of wallet and higher
cross sell ratios.
Provide suitable banking solutions based on client needs.
Monitor own portfolio (quarterly reviews and portfolio management)
Acquire client feedback for any suggestions and bring up to date ideas for new
products and services.
Escalate customer suggestions/concerns to the District / Center Manager.
Retain Client ownership (strong knowledge of client account, transactions and all
issues related to client)
Key Performance Indicators:
Cross-sell ratio (number of products sold per customer)
Percentage of fee based business
Average fee based business by customer
Operating revenue and net income per customer
Percentage of new customers acquired or lost in period
Percentage of inactive / zero balance accounts
Average customer satisfaction
Number / type of complaints, compliments , error rates, .. etc.
Number / type of compliance issues
Job Requirements:
Education: Bachelors Degree from a recognized university .
Relevant professional certifications .
Experience: 3 - 5 years in relationship management and sales
of financial products with a leading international / regional
bank. Proven record of building relationships and closing
business
Competencies:
Fluency in English & Arabic (where relevant) .
Excellent communication, networking and selling skills
Strong interpersonal, presentation, and listening skills
Good knowledge of financial markets, investment
instruments, and investment management
Sound understanding of market dynamics / trends, and
internal & external policies & controls regulations
Ability to provide financial solutions to sophisticated clients
Good computer skills (MS Office).
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