Affluent & Private Clients Multi Branches Relationship Manager

We’re looking for talented professional RM to join our Affluent & Private Team.

If you have minimum 2 years of experience in the Affluent / Wealth Segment, and you’re seeking a strong career path with the capability to manage 2-3 branches portfolios , we’d love to hear from you!

Job Duties

• Provides distinguished services and consultancies to Affluent Customers inside the branch and aiming at increasing their portfolio.
• Attracting new customers from this segment and meeting business sales targets.
• capability to manage 2-3 branches’ portfolios.
• Manage customers' portfolios to effectively increase the bank's segment profit ability.
• Ensure constant contract with Affluent Customers through prudent approach aiming at diversifying and expanding existing portfolios.
• Propose and promote services and products that best fit the needs of targeted customers.
• Ensure to meet target of business sales plan and optimize the benefit of advantages of the area covered by the branch.
• Ensure constant contact plan with affluent customers through prudent approach of deepening existing portfolios as well as attracting new customers as part of the on- boarding plan.
• Prepare credit application and required document to be sent to concerned entity for analysis and approval.
• Conduct site visits to prospect customers to attract new clients.
• Ensure providing prompt assistance to Affluent & Private Clients.
• Ensure customers' satisfaction and alignment with concerned functions to solve any complaints.
• Willing to join opportunities available all over Egypt.

Qualifications & Skills

• Knowledge of the Banking Services & Knowledge of the Banking Products.
• Knowledge of Banking Systems, Software, and Tools.
• 2-6 years of experience at the banking sector.
• Minimum 2 years of mandatory experience in the Affluent segment.
• Time Management.
• Problem Solving.
• Target Orientation.
• Judgment and Decision Making.
• Numeracy.
• Sales Management.
• Active Learning.
• Business Communication.
• Teamwork.
• Customer Service /Orientation.