Urwah Admin

Commercial Bank

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 About Commercial Bank Of Qatar
 
 
 
 Commercial Bank, founded in 1975 and headquartered in Doha, plays a vital role in Qatar&rsquo;s economic development by offering a range of personal, business, government, international and investment services.
 
 
 We believe in empowering our employees, providing them with opportunities for growth and professional development.
 
 
 By Joining us, you&rsquo;ll be part of a workplace culture that fosters innovation, supports work-life balance, and encourages you to reach your full potential.
 
 
 Join us in shaping the future of banking!
 
 
 
 Job Summary
 
 
 
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 Acting as a Client Relationship Manager / Investment RM to deliver Wealth Management product and services to clients, with a focus on generating Wealth Sales by adopting cross sell , new client acquisition and being a trusted advisor to ensure both service excellence and profitability for the business.
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 Achieve Financial and Non-Financial Sales Targets of all assigned Wealth Products
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 Understand customer requirements and advise solutions based on the policies and guidelines set by the bank.
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 Meet customer expectations by providing complete information and provide accurate and timely feedback.
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 Provide after sales service/support to customers
 
 
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 Key Accountabilities
 
 
 
 
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 Achieve sales targets and implement the Retail Sales Wealth Management strategy and business plans to enhance growth and performance for the business.
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 Assist in the development and enhancement of Retail Sales Wealth Management offerings and value propositions, considering the regulatory and technology requirements, to ensure products are captivating to drive customer acquisition.
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 Assist in the mapping of appropriate sales approaches for customers, management, and retention processes for profitable customers, and in controlling attrition, to ensure profitability targets are met.
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 Identify new opportunities within expatriate and Qatari trade boundaries through broader market knowledge and relationship management to achieve growth and profitability targets.
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 Manage customer portfolios by undertaking proactive outbound calls and ensuring all client queries and requests are responded to accordingly, to provide optimum service excellence and ensure customer retention.
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 Attend and participate in sales meetings to ensure alignment with the Retail Sales Wealth Management team.
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 Encourage clients to explore and utilize self-service channels such as mobile and online banking to assist in cost optimization and drive profitability.
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 Promote the digital and new channel strategy of Retail Banking by using CB Video RM and CB Safe Id platforms on all calls.
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 Review daily call activity and conversion rates to business for assigned customer portfolios and customer leads, to improve performance and achieve set unit targets.
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 Regularly collect and update detailed information about clients as per standard formats and guidelines to ensure that the client database is always relevant for the business.
 
 
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 Other Accountabilities
 
 
 
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 Recommend improvements to functional procedures and direct the implementation of instructions and controls covering specific areas of activity to ensure compliance with risk, audit, and regulatory requirements while delivering quality, cost-effective service.
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 Ensure compliance with all relevant quality, health, safety, and environmental management procedures and controls within defined areas of activity to guarantee employee safety, compliance, delivery of high-quality products/services, and a responsible environmental attitude.
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 Prepare departmental MIS statements and report timely and accurately to meet CBQ and department requirements, policies and standards.
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 Perform other related duties or assignments as directed.
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 Follow the standard call scripts, recorded line process &amp; other SOPs for submission of business.
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 Meet the agreed sales target for each product and any new product as per business plan.
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 Ensure daily fresh connect targets are met.
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 Ensure adherence to policy and procedure.
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 Responsible to capture initial comments/observations for next level review.
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 Daily/Weekly/monthly reports to be shared with Unit Head
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 Update WMS system regularly.
 
 
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 Requirements
 
 
 
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 Level-2 CISI /internal accreditation is required to sell regulated products like Mutual Funds, Bonds, Leasing Fund, Structured notes.
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 Relevant Bachelor&rsquo;s degree.
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 3-4 years of relevant sales experience in banking / financial services industry
 
 
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 Why Commercial Bank?
 
 
 
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 Best Digital Bank in the Middle East 2024 by World Finance and Best Mobile Banking App in the Middle East 2024 by Global Finance.
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 An Innovation-Driven, Digital-First Environment where employees work with the latest tools and technologies to redefine banking
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 Opportunities for Global Partnerships &amp; International Exposure, connecting employees with global networks and perspectives.A focus on Employee Well-being &amp; Work-Life Balance, ensuring a healthy and supportive environment for all team members
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 Competitive Compensation &amp; Benefits that ensure our employees are rewarded for their dedication and performance
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 A strong Commitment to Diversity, Equity &amp; Inclusion, fostering a culture that values every individual&rsquo;s unique perspective. At Commercial Bank, we don&rsquo;t just offer careers, We shape futures by pioneering digital transformation in Qatar&rsquo;s banking sector, blending digital-first approach to redefine banking through innovative solutions.
 
 
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 Disclaimer
 
 
 
 We appreciate your interest in joining CBQ! Please note that only selected candidates will be contacted for further steps in the hiring process. This job posting is for informational purposes only, and CBQ reserves the right to modify, withdraw, or close it at any time without notice.
</div>

Wealth Services Consultant

<div>
 
 Job Summary
 
 
 
 The incumbent will be primarily responsible for managing relationships with High Net Worth (HNW) customers allocated to him, including members of the Ruling Family and Government officials and act as a &lsquo;one-stop solution&rsquo; for all Private Banking domestic banking and investment, and lending services. The incumbent must be able to work closely as part of the team to develop referrals from their client bases.
 
 
 
 
 Key Accountabilities
 
 
 
 
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 Responsible for accomplishing lending and deposit volume goals and all financial services within the Private Banking platform
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 To develop and grow the PB AUM portfolio and maximize the return for the bank
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 Develop new business by acquiring new clients and cross sell a wide variety of Private banking products and services including a comprehensive range of credit services, investment services
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 To produce and present suitable investment proposals to HNWI with best advice practice
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 To produce and present suitable credit facilities proposals to HNWI
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 To provide regular feedback on market developments and competitor activity
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 To ensure strict compliance with internal and external guidelines and regulations
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 Responsive to the needs of the customer base and lead the customer focus initiative to ensure a cross referral environment is established in the Private Bank for the best interests of the client.
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 Market the Group&rsquo;s products and services to the HNW customers (includes the Ruling Family members and the Government officials).
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 Conduct visits to HNW customers to strengthen relationships through personalized interaction and at the same time market Group products and services.
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 Act as the single point of contact for all Private Banking services pertaining to HNW customers. Ensure customer complaints are handled/ resolved in the most expeditious manner.
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 Conduct regular visits to customers in line with strategy and act as the main point of contact for servicing the customer, providing information, answering inquiries and resolving issues.
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 Solicit client feedback on value proposition and for new product ideas and ensure communication of customer feedback to Segment Management team.
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 Leverage insights and data on customer needs and behaviour in order to build deep customer relationships.
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 Build and maintain strong and effective relationship with the all other related departments and units to ensure priority processing and resolution of the needs/ queries of such customers including any related operational issues and thereby facilitate achievement of the Group&rsquo;s goals/ objectives.
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 Provide timely and accurate information to the external and internal auditors and the Compliance function as and when required on the HNW customer base
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 Participate in the identification and establishment of new relationships, consistent with the Bank&rsquo;s strategic and commercial objectives.
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 Prepare regular meetings with portfolio clients to introduce Cb products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services received.
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 Assist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all Cb products/services relevant to their situation and credit analysis.
 
 
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 Education
 
 
 
 
 <ul>
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 Bachelor degree or equivalent
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 </ul>
</div>

Private Banker

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 Job Summary
 
 
 
 Provide excellent customer service by handling all inbound interactions in a professional manner and resolving queries and complaints to the satisfaction of the customers.
 
 
 
 
 Key Accountabilities
 
 
 
 
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 Contribute to ensure call centre accessibility and SLA by adherence to the shifting and schedule assigned and answer calls timely.
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 Ensure each inbound interaction (calls or non-calls) are handled in an accurate &amp; professional manner as per guidelines and procedures to ensure customer satisfaction and mitigate risk.
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 Handle queries and complaints to ensure quality of resolution within TAT.
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 Perform cross sell, digital migration or other initiatives as required by Contact Centre management.
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 Seek and promote feedback from customers via CSAT or survey for quality improvements.
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 Immediately escalate potential risk issues or customer dissatisfaction to Team Leaders.
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 Follow and abide the rules and regulations of the bank, CBIS and internal Contact Centre.
 
 
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 Other Accountabilities
 
 
 
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 Providing accurate and complete information to customers
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 Prepare and pass on in a timely manner all documentation relevant to the call for action by the unit/concerned department.
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 For Sadara or Private Banking customers, escalate customer challenges to RMs immediately for notification and resolution.
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 Participate in training or development activities to improve own skills and knowledge.
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 Highlight potential process improvements to Team Leaders.
 
 
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 Education
 
 
 
 
 Required Qualifications
 
 
 
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 Bachelors Degree in business or equivalent.
 
 
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 </ul>
 
 Experience
 
 
 
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 Prior Experience in related servicing role will not be required but will be an advantage.
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</div>

Associate, CET

<div>
 
 Job Summary
 
 
 
 To provide assistance in building and maintaining relationships with the bank&rsquo;s customers in Qatar, through selling and cross-selling products and services, as well as providing solutions based on client needs with the objective of achieving sales targets, while ensuring that credit quality is maintained.
 
 
 
 
 Key Accountabilities
 
 
 
 
 
 Relationship Management
 
 
 
 <ul>
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 Coordinate the day-to-day business development activities and processes for portfolio of Wholesale Banking as well as the acquisition of new customers in order to facilitate the achievement of Corporate banking growth objectives
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 Follow proper due-diligence process and structure to protect the Bank&rsquo;s interests and work efficiently to book the new relationships
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 Maximize product penetration and cross selling by undertaking joint customer visits with relevant CBQ specialists in order to support overall selling activities
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 Provide continuous studies about structured finance and investment banking opportunities
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 Participate in the identification and establishment of new relationships, consistent with the Bank&rsquo;s strategic and commercial objectives
 </li>
 <li>
 Prepare regular meetings with portfolio clients to introduce CBQ products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services received
 </li>
 <li>
 Assist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all CBQ products/services relevant to their situation and credit analysis
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 Collect credit request and documents from the customers and conduct necessary analysis to check plausibility against preliminary rejection criteria, and submit necessary documents to Credit Analysis in order to facilitate the credit analysis and approval process
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 Ensure payment collections by reminding customers at or near their due date while actively pursuing renewals
 
 
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 </ul>
 
 Customer Analysis
 
 
 
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 Gather information on existing and potential customers; analyse their credit worthiness, credit data compilation and financial information interpretation in order to ensure a continuous workflow with all required information available.
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 Profile existing and potential clients in order to identify overall banking needs and thus introduce clients to appropriate new products and services.
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 Develop account plans in a consistent and timely manner in order to swiftly follow-up on identified business opportunities and regularly update team leader about portfolio&rsquo;s accounts development.
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 Manage client portfolios according to needs to maximise product sales, footprint, AUM and optimise returns.
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 Monitor, review and manage lending portfolio performance, risk, and support collection activities.
 
 
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 Other Accountabilities
 
 
 
 
 Policies, Systems, Processes &amp; Procedures
 
 
 
 <ul>
 <li>
 Recommend improvements to departmental procedure and direct the implementation of instructions and controls covering a specific area of activity so that all relevant procedural/legislative requirements are fulfilled while delivering a quality, cost-effective service.
 
 
 </li>
 </ul>
 
 Quality, Health, Safety, &amp; Environment
 
 
 
 <ul>
 <li>
 Ensure compliance to all relevant quality, health, safety and environmental management procedures and controls within a defined area of activity to guarantee employee safety, compliance, delivery of high quality products/service and a responsible environmental attitude.
 
 
 </li>
 </ul>
 
 MIS and Reports
 
 
 
 <ul>
 <li>
 Prepare departmental MIS statements and reports timely and accurately to meet CBQ and department requirements, policies and standards.
 
 
 </li>
 </ul>
 
 Related Assignments
 
 
 
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 Perform other related duties or assignments as directed.
 
 
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 Key Interactions
 
 
 
 
 
 Internal
 
 
 
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 Corporate Branches
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 Credit Administration
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 Treasury/FI
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 Audit
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 Legal
 
 
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 External
 
 
 
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 External Auditors
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 Clients
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 Other Banks
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 Government Representatives
 
 
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 Competencies
 
 
 
 
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 Integrity/Ethics
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 Planning
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 Quality
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 Risk Management
 
 
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 Skills
 
 
 
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 Arabic speaking preferred
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 Communications
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 Interpersonal Skills
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 Numerical skills
 
 
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 Education
 
 
 
 
 <ul>
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 Bachelor&rsquo;s Degree, in Business-related major
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 </ul>
</div>

Assistant Relationship Manager (Qatari & children of Qatari mother)

Join Commercial Bank and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Commercial Bank

ABOUT_COMPANY

Wealth Services Consultant

Private Banker

Associate, CET

Assistant Relationship Manager (Qatari & children of Qatari mother)

Assistant Relationship Manager (Qatari & children of Qatari mother)