Diamond Relationship Manager

KEY ACCOUNTABILITIES

• Driving priority banking growth and delivering exceptional portfolio targets performance by identifying and meeting customer needs through selling a range of ADIB gold products and acting as an advisor to mass affluent customers.
• Managing a portfolio of gold banking customers and offering full range of wealth management services .in order to achieve revenue goals and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship
• Achieve volume and revenue goals via the combination of customer acquisition and relationship widening; in addition to growing network of clients through using diverse sources.
• Focusing exclusively on priority banking clients( deposits / Assets ).
• Actively identify new customers, grow affluent customers portfolio by introducing higher number of 'NTB' ‘new to bank’ affluent customers.
• Visiting potential clients for liabilities / Assets products and preparing presentations for potential clients to present ADIB priority products to enhance sales.
• Enhancing existing customer’s relationship and their needs to be reflected into each customer’s plan.
• Achieving a monthly deposits/ Assets target in addition to an aggressive Upgrade target
• Responsible for the growth, product management, & profitability of ADIBPriority Proposition across the ADIB Bank Egypt .
• Deliver world class customer service practices and ensure adherence to ADIB Service standards
• Ensure that customers are directed to the most appropriate service delivery channel to meet their needs.
• Own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Ensure handling & covering all customers’ requests/ inquiries to deliver services excellency
• Maintain sales performance statistics for management information usage.
• Building the business, deepening relationships and effectively executing the sales process.
• Provide the assigned portfolio of affluent customers with personalized service; so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty.
• Maintain a superior customer service experience including pre-empting issues and proactive servicing.
• Ensure delivery of customer promise and practice brand values, continue to maintain and improve the quality of service offered.
• Follow up with others, departments, pipeline credit/ operations dept. on pending cases.
• Ensure the implementation of all Bank policies / procedures / compliance requirements are in place.

Minimum Qualifications:

• University/Collage Degree.
• 6 years of customer service experience only financial sector front line
• 7years of customer service experience either in real estate or financial sector front line “ Bancasurrance & Stock market)

Required Knowledge:

• Relationship management experience in handling wealth customers.
• Personal bankers / Customer Service Reps having the talent to deal with high end customers.
• Account Mangers in companies, hotels etc.. that offer luxurious products/services.
• Investment associating in private equity companies.

Generic Skills:

• Preferably be certified from investment institute or equivalent third party recognized institution for selling investment
• Managing an existing portfolio of affluent customers
• Strong knowledge of Investments Products.
• Strong Selling skills
• Target oriented
• Strong Relationship management skills
• Customer focus skills