relationship advisor

Iconic Marketing Management LLC

<p>ICONIC MARKETING MANAGEMENT is a leading company with a strong presence in the banking sector. We are currently seeking a motivated and dynamic Relationship Officer to join our team to sell banking products (credit card and personal loan) for reputed banks in the UAE,</p><ul><li>Good salary and attractive incentives</li><li>Professional work environment- Progressive, well managed Organization</li><li>Candidate should based in Abu Dhabi,</li><li>Experience - Prior experience in banking required</li><li>Freshers also can apply (if you have your own or spouse visa)</li><li>Visa - Own visa or Spouse visa preferred.</li><li>Education - Bachelor or Master degree</li></ul><p>Further details of the role including responsibilities will be discussed during the interview.</p><p>If it interests you to be part of our growing team, kindly forward CV to below WhatsApp - 0557641484 / 0568440419</p><p>Contact - 0557641484</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED5,000.00 per month</p><p>Experience:</p><p>banking: 1 year (Preferred)</p><p>Location:</p><p>Abu Dhabi</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED5,000.00 per month</p><p>Experience:</p><ul><li>BANKING: 1 year (Preferred)</li></ul><p>Language:</p><ul><li>ENGLISH (Preferred)</li></ul>

Relationship Officer

PakWheels

<div><p>As an Relationship Officer at PakWheels.com, you&rsquo;ll play a critical role in revolutionizing how Pakistanis buy and sell cars and bikes by ensuring comprehensive and accurate dealership listings. You will work closely with dealerships, providing hands-on training and strategic advice on utilizing PakWheels' platforms to maximize their reach and sales.This role demands a proactive, passionate approach to customer engagement and collaboration with cross-functional teams in a dynamic and fast-paced environment.</p>
<p><b>Responsibilities:</b></p>
<ul><li>Regularly visit assigned markets to ensure the entire stock of cars and bikes from assigned dealers is accurately listed and updated on the PakWheels.com platform.</li>
<li>Provide comprehensive training sessions to dealership owners and sales agents on effective usage of PakWheels' applications and tools.</li>
<li>Offer ongoing strategic advice to dealerships to improve the quality and appeal of their listings, driving increased sales through the PakWheels platform.</li>
<li>Collaborate closely with sales and key account teams to build and optimize revenue from the designated area.</li>
</ul>
<p><b>Qualifications:</b></p>
<ul><li>Bachelor&rsquo;s degree preferred.</li>
<li>Strong communication and interpersonal skills, with a customer-centric approach.</li>
<li>Persistent, hardworking, and passionate about achieving results.</li>
<li>Knowledge of cars and bikes in the local market is a significant advantage.</li>
<li>Proficiency in Word, Excel, PowerPoint, internet usage, and email communication.</li>
</ul>
<p>At PakWheels, we take pride in fostering a dynamic and innovative workplace culture that values collaboration and growth. Since 2003, PakWheels.com has transformed the automobile industry in Pakistan, helping millions of Pakistanis buy, sell, and maintain their vehicles. By joining PakWheels, you'll be part of a mission to revolutionize the automobile landscape. Our environment thrives on creativity, teamwork, and forward-thinking ideas.</p></div><p></p>

Relationship Officer-Peshawar

Early Approve Commercial Broker

<p><b>Job Description:</b></p><p>We are seeking a dynamic and goal-driven Relationship Officer to promote and sell the company&rsquo;s banking products to potential customers. The ideal candidate will possess strong communication skills, a customer-centric mindset, and the ability to meet monthly sales targets in a competitive market.</p><p><b>Key Responsibilities:</b></p><ul><li>Promote and sell banking products to prospective clients through field visits, referrals, and outbound calls.</li><li>Build and maintain strong, long-term customer relationships to enhance product reach and customer loyalty.</li><li>Handle customer inquiries effectively, provide clear product explanations, and assist with documentation and application processing.</li><li>Maintain a robust sales pipeline, prepare daily sales activity reports, and collaborate with team leaders to achieve individual and team targets.</li><li>Demonstrate proactive attitude, persuasive selling techniques, and exceptional customer service at all times.</li><li>Stay updated on product features, promotions, and competitor offerings to position products effectively.</li></ul><p><b>Qualifications &amp; Skills:</b></p><ul><li>Any Bachelor&rsquo;s Degree.</li><li>Fluent in English (additional languages are an advantage).</li><li>Strong communication, negotiation, and customer-handling skills.</li><li>Freshers with a passion for sales are welcome to apply.</li></ul><p><b>Compensation:</b></p><p>Salary: AED 3,000 + Attractive Commission based on target achievement.</p><p>Job Types: Full-time, Permanent</p><p>Pay: AED3,000.00 - AED5,000.00 per month</p>

Relationship Officer - Lahore

Crédit Agricole Egypt

<div>
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   <u>
    A GLIMPSE ABOUT CR&Eacute;DIT AGRICOLE EGYPT:
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   Cr&eacute;dit Agricole Egypt
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  Since its launch in 2006, Cr&eacute;dit Agricole Egypt has succeeded to become a strong player on the economic scene, positioning itself as the Reference European Bank in Egypt. Aiming to become a leading innovation-driven sustainable bank, Cr&eacute;dit Agricole Egypt is committed to bring its international expertise to the local market to serve its clients and drive the sustainable development in line with Egypt&rsquo;s national priorities.
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  With a universal customer-focused model, Cr&eacute;dit Agricole Egypt is &ldquo;a whole bank just for you&rdquo; serving the entire spectrum of customers: individuals, SMEs, enterprises, Corporate and public sector. Prioritizing its customers&rsquo; best interests, Cr&eacute;dit Agricole Egypt presents an extensive range of services, tailored financial solutions and the sound advice, to accompany its clients in their walk of life. Awarded most innovative bank in Egypt, convenience and distinguished customer experience is Cr&eacute;dit Agricole Egypt&rsquo;s endeavor to attain its customers&rsquo; satisfaction throughout its nationwide network of branches and its state-of-the-art fully-fledged platform of digital services. Furthermore, Cr&eacute;dit Agricole Egypt is in line with the world&rsquo;s digital transformation, encouraging and implementing an innovative environment to exceed its customers&rsquo; expectations.
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  In addition, for being an active contributor to the local economy, the bank is committed to support the development of the Egyptian community and the respect of the environment.
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    Duties &amp; Responsibilities:
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   Sales
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  Manage a portfolio of customers achieving revenue goals, sales/service 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
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  Provide the assigned portfolio of
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   intermediate
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  customers with personalized service so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty
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  Maintain a superior customer service experience including pre-empting issues and proactive servicing
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  Ensure delivery of customer promise and practice brand values, Continue to maintain and improve the quality of service offered
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  Maximize profitability from the priority base
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  Actively identify new customers, grow affluent customers portfolio by introducing higher number of 'NTB' &lsquo;new to bank&rsquo; affluent customers
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  Up-sell and cross-sell other bank products and services to existing customers
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  Minimize customer attrition
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  Maintain customer contact
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   Operation &amp; Service Quality
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  Orient and educate the walk-in customers on the use of the self-service zone
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  Follow up with others, departments, pipeline credit/ operations dept. on pending cases
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  Ensures handling and covering all customer requests / inquiries to deliver services excellence
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  Efficiently handles customers complaints , escalating as appropriate
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   CBE, Compliance, Audit, Procedures
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  Responds to Compliance dept. requirements in terms of obtaining proper approvals
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  Ensure implementation of all bank policies / procedures / KYC requirements
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  Ensure following set procedures as per designation.
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    Qualifications:
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   2-3 years of experience in sales within banking sector or similar industries
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   Computer skills, ability to operate different MS applications, and CRM, CBS, etc.
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   Interpersonal skills
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   Sales skills
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</div>


Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Lexington</b><b>, </b><b>KY</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026298
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><div><div>#LI-PWM5</div></div></div></div></div></div></div></div><p></p>

Client Specialist

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7177 relationship advisor jobs Near Me

Relationship Officer

Relationship Officer-Peshawar

Relationship Officer

Relationship Officer

Relationship Officer - Lahore

Relationship Officer

Client Specialist