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account management team manager

business banking relationship manager

Emirates NBD

<div>
 
 Responsibilities
 
 <ul>
 <li>
 Monitoring closely the day-to-day work and solving the client&rsquo;s problems.
 </li>
 <li>
 Collection of necessary Legal documents and financial inquires needed to prepare the Credit Proposal Memos &ldquo;CPM&rsquo;s&rdquo;
 </li>
 <li>
 Coordinate with SMEs risk team in preparing Credit Proposal Memos &ldquo;CPM&rsquo;s&rdquo; presented for studying the proposed Facility Package and the associated Terms and Conditions that ensure all credit risks are addressed in the CPM.
 </li>
 <li>
 Follow up the implementation of the CPM till the assets are booked including fulfillment of all requested documents, collaterals, and conditions.
 </li>
 <li>
 Coordinate in preparation of CPMs and Ensuring that they are designed with the appropriate requested facility package and to ensure all credit risks are addressed in the CPM.
 </li>
 <li>
 Prospecting new business and enhancing existing relationships.
 </li>
 <li>
 Collection of all necessary documents of companies required by stakeholders (i.e. A/C opening, investigation team, risk team)
 </li>
 </ul>
 
 
 
 
 Knowledge, Skills, Experience
 
 <ul>
 <li>
 Minimum 3-4 years of Experience in Business Banking
 </li>
 <li>
 Credit certified is a must
 </li>
 <li>
 Marketing Skills.
 </li>
 <li>
 Speed &amp; Accuracy
 </li>
 <li>
 Technical expertise.
 </li>
 <li>
 Interpersonal &amp; Communication Skills.
 </li>
 </ul>
 
 
</div>

Business Banking Relationship Manager

<div>
 
 
 
 Qualifications:
 
 
 
 
 
 
 <ul>
 <li>
 Fresh Graduates or a 1-year experience in a relevant job.
 </li>
 <li>
 Bachelor&rsquo;s degree with minimum grade Good.
 </li>
 <li>
 Fluent English Language.
 </li>
 <li>
 Good Communication Skills
 </li>
 </ul>
 
 
 
 
 
 
 
 Job Description:
 
 
 
 
 
 
 
 <ol>
 <li>
 Provide service assistance to all walk in PRB customers in the branch and attend to customer complaints during agreed TAT.
 </li>
 <li>
 Assist priority banking relationship Managers in managing customer accounts and the execution of daily transactions and quieries.
 </li>
 <li>
 Solicit new to bank customers according to specified goals and targets as well as cross selling.
 </li>
 <li>
 Refer customers to the Priority Banking Relationship Managers.
 </li>
 <li>
 Understand and promote value proposition.
 </li>
 <li>
 Maintain the relationship with other departments and branches in the bank.
 </li>
 <li>
 Maintain follow-up process on all transactions .
 </li>
 <li>
 Update the priority Banking Relationship Manager through regular reporting about daily activities and achievements.
 </li>
 <li>
 Maximize profitability by deepening customer relationship, referrals and cross-selling.
 </li>
 <li>
 Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank&rsquo;s policies and procedures.
 </li>
 <li>
 Verify clients&rsquo; signatures
 </li>
 </ol>
 
 
</div>

Priority Banking Customer Service Officer

Magnet

<div>
 
 
 Employer Overview
 
 
 
 A leading insurance provider in the region, offering a wide range of innovative financial protection solutions. The company is dedicated to delivering long-term value and building trusted partnerships with major banking institutions.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Relationship Manager will be responsible for driving business growth through strategic sales initiatives, leading sales teams, and strengthening relationships with bank partners. This role plays a key part in expanding the company&rsquo;s market presence and achieving sales targets.
 
 
 
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Develop and implement effective sales strategies to achieve bancassurance business growth objectives.
 </li>
 <li>
 Build and maintain strong relationships with banking partners to maximize collaboration and sales opportunities.
 </li>
 <li>
 Lead, coach, and manage sales teams to deliver performance targets and ensure operational excellence.
 </li>
 <li>
 Monitor and analyze sales performance metrics, providing insights and actionable recommendations.
 </li>
 <li>
 Conduct comprehensive product knowledge training for bank staff to enhance sales capabilities.
 </li>
 <li>
 Prepare and present regular sales performance reports and market analysis to senior leadership.
 </li>
 <li>
 Identify and capitalize on cross-selling and upselling opportunities across product lines.
 </li>
 <li>
 Ensure all sales activities align with internal policies, compliance standards, and regulatory requirements.
 </li>
 <li>
 Stay updated on market trends and competitor activities to inform strategic decisions.
 </li>
 <li>
 Support business development initiatives to expand distribution channels and customer reach.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Minimum Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business, Finance, or a related field.
 </li>
 <li>
 Minimum 1 year of experience as an Area Manager in the Bancassurance field.
 </li>
 <li>
 Strong leadership and people management skills.
 </li>
 <li>
 Excellent communication, negotiation, and relationship-building abilities.
 </li>
 <li>
 Strategic thinking with a results-oriented approach.
 </li>
 <li>
 Strong understanding of bancassurance operations, products, and sales processes.
 </li>
 <li>
 Ability to analyze sales data and develop actionable strategies.
 </li>
 <li>
 Proficient in MS Office Suite (Excel, PowerPoint, Word).
 </li>
 <li>
 Familiarity with CRM systems is a plus.
 </li>
 <li>
 Proficiency in English and Arabic (written and spoken).
 </li>
 <li>
 Ability to lead and motivate teams to exceed performance targets.
 </li>
 <li>
 Adaptability to a dynamic and fast-paced sales environment.
 </li>
 <li>
 Strong problem-solving and decision-making capabilities.
 </li>
 </ul>
 
 
</div>

Relationship Manager

Arab African International Bank

<div>
 
 
 Job description:
 
 
 <ol>
 <li>
 Answer questions about account types and banking products and services, such as money market accounts, exchange rates, loans, and credit cards.
 </li>
 <li>
 Open all types of accounts (current, savings, time deposit, saving certificates).
 </li>
 <li>
 Identify when and where to refer customers to an appropriate area of delivery for specialist sales help or advice.
 </li>
 <li>
 Own and handle customer queries by taking ownership and responding in a timely manner.
 </li>
 <li>
 Handle transactions of large amounts according to his higher authorization limits and longer experience.
 </li>
 <li>
 Negotiate with the clients to open new TDs, CDs, personal loans, and credit cards to increase the bank profitability.
 </li>
 <li>
 Influences customers to buy or retain AAIB products or services by following a prepared script to give product reference information.
 </li>
 <li>
 Achieves sales targets in both liabilities &amp; assets products in addition to bank assurance assigned by the branch manager, participates in branch sales campaigns.
 </li>
 <li>
 Assist customers with replacing lost or stolen credit, prepaid or debit cards.
 </li>
 <li>
 Present funds received from customers to the Teller for deposit and obtain a receipt for customers.
 </li>
 <li>
 Cross-sell AAIB products and services based on customer needs in accordance with the bank&rsquo;sprogram standards.
 </li>
 <li>
 Finish any assigned required tasks and replaces any other Customer relationship Officer when needed.
 </li>
 <li>
 Follow up with potential clients to propose new offers, ask for pending documents, and answer inquiries.
 </li>
 </ol>
 
 
 
 
 
 Qualifications &amp; Experience:
 
 
 <ul>
 <li>
 Bachelor's degree in Business Administration, accounting, finance, or any related discipline
 </li>
 <li>
 Good knowledge of the banking industry and products
 </li>
 <li>
 For the Officer: 0 - 2 years of experience
 </li>
 <li>
 For the Senior Officer: 2 &ndash; 4 years of experience performing teller/customer service representative responsibilities or similar capacity.
 </li>
 </ul>
 
 
 Skills:
 
 
 <ul>
 <li>
 Very good command of English &amp; Arabic Language
 </li>
 <li>
 Good solution oriented &amp; client focused.
 </li>
 <li>
 Knowledge of all bank&rsquo;s related products &amp; services
 </li>
 <li>
 Excellent interpersonal and communication skills
 </li>
 <li>
 Keeping up to date with industry and regulatory changes and professional standards.
 </li>
 <li>
 Demonstrated proficiency with Microsoft Office applications
 </li>
 </ul>
</div>

Customer Relationship Officer/Senior Officer

Arab Bank

<div>
 
 
 Duties &amp; Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Provide exceptional quality service to new and existing Premium clients relationships by providing them with the full suite of financial products &amp; services based on their needs.
 </li>
 <li>
 Maximize profitability and create client ownership by providing the highest level of customer service through continuous proactive sales calls &amp; visits to existing and new clients.
 </li>
 <li>
 Develop an action plan to broaden the existing client relationship by to acquiring new client relationships as well as new TMLs.
 </li>
 <li>
 Achieve sales targets in line with best practice standards of services and acting as a &ldquo;Trusted Advisor&rdquo; to the Premium clients.
 </li>
 <li>
 Adhere to Premium service quality standards and comply with Premium policies and guidelines.
 </li>
 <li>
 Update all clients&rsquo; files and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.
 </li>
 <li>
 Identify and acquire new Premium clients to achieve &ldquo;New To Bank&rdquo; targets as well as cross sell targets.
 </li>
 <li>
 Review existing client relationships to ensure a greater share of wallet and higher cross sell ratios.
 </li>
 <li>
 Monitor own portfolio (portfolio management) by tracking the progress of Customer base, Asset Portfolio, Deposit Portfolio &amp; Penetration Ratios of products and service.
 </li>
 <li>
 Pay attention to client feedback for any suggestions/concerns to propose innovative ideas for new products and services, and escalate to the Premium Program Manager when necessary.
 </li>
 <li>
 Participate in Premium program sponsorship, events &amp; initiatives that contribute in promoting the program image.
 </li>
 <li>
 Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
 </li>
 </ul>
 
 
 
 
 
 Job Requirements:
 
 
 
 
 
 <ul>
 <li>
 Bachelor degree in Business Administration / Finance or Economics
 </li>
 <li>
 min. 2-5 years in banking relationship management and sales of retail products.
 </li>
 <li>
 Fluency in English is a must.
 </li>
 <li>
 Excellent Communication and Time Mgt. Skills.
 </li>
 <li>
 Very good Networking and selling skills.
 </li>
 </ul>
 
 
</div>

Premium Relationship Officer

<div>
 
 
 Job description:
 
 
 <ul>
 <li>
 Implement a systematic, process driven approach to partner outreach and relationship management.
 </li>
 <li>
 Identify and source partnership opportunities through proper market analysis and research to generate interest and achieve the bank strategic objectives.
 </li>
 <li>
 Design and tailor new solutions/products for partners to reach the maximum benefit across all products.
 </li>
 <li>
 Negotiate and finalize deals in accordance with bank&rsquo;s strategic objectives.
 </li>
 <li>
 Deliver a unique experience to our partners and keep an ongoing relationship to grow the partnerships.
 </li>
 <li>
 Oversee the execution of the partnerships and engage with the stakeholders to ensure a seamless implementation/ execution.
 </li>
 <li>
 Interact with all the business functions to leverage the existing relationships &amp; capitalize on it.
 </li>
 <li>
 Keep a track of all products within the scope of the partnership and the utilization of each.
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Accounting, Finance or a related discipline
 </li>
 <li>
 Minimum of 5 &ndash; 10 years of banking or fintech experience
 </li>
 <li>
 Preferrable sales background
 </li>
 <li>
 Fluent English language
 </li>
 </ul>
 
 
 
 
 
 Skills:
 
 
 <ul>
 <li>
 Strong Project Management skills
 </li>
 <li>
 Strong Relationship Management skills
 </li>
 <li>
 Strong Presentation skills
 </li>
 <li>
 Strong Communication skills
 </li>
 <li>
 Strong Negotiation skills
 </li>
 </ul>
 
 
</div>

Partnerships Lead

Banque du Caire

<div>
 
 
 Job Summary:
 
 
 
 Ensure efficient operations within the payroll relationship management team and branches, and support Payroll Business management with reports. Prepare and analyze MIS reports for payroll deals and provide data-driven insights to senior management. Respond to inquiries and resolve issues to ensure high customer satisfaction. Identify process improvement areas and liaise with internal stakeholders. Ensure compliance with all relevant regulations and standards.
 
 
 
 
 
 
 Job Responsibilities:
 
 
 <ul>
 <li>
 Ensure efficient operations within Payroll relationship management team &amp; branches network.
 </li>
 <li>
 Support the Payroll Business management with reports to improve operational effectiveness &amp; customer service.
 </li>
 <li>
 Prepare &amp; analyze regular MIS reports related to payroll deals &amp; active accounts.
 </li>
 <li>
 Provide data-driven insights and recommendations based on operational data to senior management.
 </li>
 <li>
 Provide assistance to the payroll segment, including data entry, record-keeping, and document management.
 </li>
 <li>
 Ensure Payroll contracts fulfillments and correctness to enable fast payroll deals processing time.
 </li>
 <li>
 Respond to inquiries, resolve issues &amp; provide timely &amp; accurate information to ensure high levels of customer satisfaction.
 </li>
 <li>
 Identify areas for process improvement and implement changes to increase efficiency.
 </li>
 <li>
 Liaise with internal stakeholders including payroll relationship management, branches &amp; operations teams to ensure alignment &amp; effective communication.
 </li>
 <li>
 Assist in budgeting forecasting by providing detailed payroll -financial data.
 </li>
 <li>
 Follow all policies &amp; procedures in order to guarantee BDC business is conducted in compliance with local laws, internal rules &amp; regulations.
 </li>
 <li>
 Apply the precepts and standard of permanent supervision, compliance &amp; money laundering, operational risks &amp; workplace success guidelines.
 </li>
 </ul>
 
 
 
 
 
 Job Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in business, Finance, or any relevant experience.
 </li>
 <li>
 2-5 years of proven experience in payroll Business operations, MIS reporting, or related roles within retail banking.
 </li>
 <li>
 Proficiency in Microsoft Office, particularly Excel &amp; MS PowerPoint, and experience with CRM systems.
 </li>
 <li>
 Knowledge of MIS reporting tools, Data analysis is essential &amp; other reporting tools.
 </li>
 <li>
 Strong ability to analyze data and trends, with the ability to present findings clearly &amp; effectively.
 </li>
 </ul>
 
 
</div>

Retail Payroll Operations Officer

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