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relationship counselor

FinRidge Commercial Brokers

At Finridge Commercial Brokers, We Pride Ourselves On Being One Of The Most Dependable And Trustworthy Banking Partners You Can Rely On. Our Top Priority Is Delivering An Exceptional Customer Experience By Tailoring Bespoke Financial Solutions That Cater To Your Individual Needs.We seeking for an experienced and dynamic Relationship Officer / Senior Relationship Officer to join our team. Responsibilities:- Actively prospect for new customers by identifying opportunities through various channels (direct visits, referrals and cold calls).- Promote and sell the banking products, explaining features, benefits, and eligibility criteria to potential customers- Build and maintain strong relationships with customers by providing tailored credit card solutions and personalized service.- Conduct market research to identify potential clients and their needs- Provide excellent customer service to clients.- Maintain confidentiality of customer information and bank&rsquo;s informationWhat we are offering :<ul><li>Competitive salary with performance-based incentives</li><li>Employment visa.</li><li>Medical Insurance package.</li></ul>Qualifications:<ul><li>A minimum of 6 Months of experience of managing banking products.</li><li>Minimum 1 years of in the banking sector.</li></ul>Job Type: Full-timePay: AED2,500.00 - AED5,000.00 per monthExperience:<ul><li>Sales: 1 year (Preferred)</li><li>Banking Sales: 1 year (Preferred)</li></ul>Location:<ul><li>Dubai (Required)</li></ul>Willingness to travel:<ul><li>50% (Preferred)</li></ul>

Relationship Officer

Team Authentic Commercial Brokers LLC

Full job descriptionWe are seeking dynamic and results-driven Relationship Officers to promote and sell banking products such as credit cards and personal loans. The selected candidate will be responsible for generating leads, closing sales, and achieving monthly targets through direct customer interaction.Key Responsibilities:<ul><li>Promote and sell banking products (e.g., credit cards &amp; personal loans).</li><li>Conduct direct sales activities including outdoor marketing, cold calling, and lead generation.</li><li>Meet assigned sales targets on a monthly basis.</li><li>Maintain relationships with customers to ensure trust and satisfaction.</li><li>Maintain relationships with customers to get references.</li><li>Educate customers on product features, benefits, and compliance requirements.</li><li>Collect and verify required documentation from customers to process application.</li></ul>Requirements:<ul><li>Proven experience in direct sales, preferably in the banking or financial services industry.</li><li>Strong communication and negotiation skills.</li><li>Ability to work under pressure and meet sales targets.</li><li>Maintain a professional attitude at work and with customers.</li><li>Freshers are also welcome.</li></ul>Job Type: Full-timePay: AED2,500.00 - AED5,000.00 per month

First Abu Dhabi Bank (FAB)

<div>
 
 Company Description
 
 
 
 FAB, the UAE's largest bank and one of the world's most secure financial institutions, is dedicated to creating value for its employees, customers, shareholders, and communities. Through innovation, agility, and differentiation, FAB is committed to fostering growth.
 
 
 We are looking for top talent and your success is our success. Accelerate your growth as you help us reach our goals and advance your career. Be ready to make your mark a top company, in an exciting and dynamic industry.
 
 
 
 Job Description
 
 
 
 
 Job Purpose:
 
 
 
 <ul>
 <li>
 Meet and exceed monthly and annual sales target objectives
 </li>
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 Ensure penetration in the market through focus on New To Bank acquisition as well as solicit existing clientele
 </li>
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 Do proper analysis of the case and provide all related information of the customer after the field visit is done
 </li>
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 To be familiar with all policies, products and processes to ensure superior client on boarding experience
 </li>
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 To proactively participate in Learning, Development and training programmes of the bank in order to be an effective sales personnel
 </li>
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 Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated.
 
 
 </li>
 </ul>
 
 Key Accountabilities
 
 
 
 
 Generic Accountability
 
 
 
 
 Financial
 
 
 
 
 Accomplish set sales and revenue objectives for all Products as per set business plan.
 
 
 
 <ul>
 <li>
 Achieve monthly&amp; annual set KPI objectives.
 </li>
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 Focus on New to Bank acquisition along with leveraging existing client base.
 </li>
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 To leverage on cross sell opportunities to ensure higher revenue per customer.
 </li>
 <li>
 Maintain Daily Sales Reports on sales performance for review by team leader and manager assets.
 
 
 </li>
 </ul>
 
 Customers
 
 
 
 
 Be commercially effective in the role and consistently keep customer/client as focus &amp; ensure excellent customer service by delivering quality client on-boarding experience.
 
 
 
 <ul>
 <li>
 Ensure thorough knowledge of all products, policies and processes in order to achieve superior client on boarding experience.
 </li>
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 To ensure no mis selling to customers by offering products/services transparently as per customer requirements
 </li>
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 Understand and resolve/escalate customer redresses to ensure timely resolution.
 
 
 </li>
 </ul>
 
 Learning &amp; Growth
 
 
 
 
 Participate in the assigned People Development and L&amp;D programmes. Take accountability for own development by active enrolment and participation with close coordination with respective
 
 
 Team.
 
 
 
 <ul>
 <li>
 To ensure participation in assigned training, Learning &amp; Development programmes
 </li>
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 Awareness to competition offerings and offer suggestions to line manager to improve product/ processes.
 
 
 </li>
 </ul>
 
 Internal Processes
 
 
 
 
 Ensure implementation of prescribed Sales &amp; Compliance processes as per Bank's policies. Implement governance &amp; controls to proactively identify, manage and minimize/mitigate potential losses to the franchise within respective Area.
 
 
 
 <ul>
 <li>
 Adhere to Risk Control Assessment process across all areas of Business Banking Department - Selling, Client Onboarding, Fraud Control, Client Application &amp; KYC Documentation etc.
 </li>
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 Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings by adherence of all prescribed processes
 </li>
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 Ensure to bring quality and right customers to the franchise.
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 Discuss the cases with stake holders and ensure support is provided.
 
 
 </li>
 </ul>
 
 Frameworks, Boundaries &amp; Decision-Making Authority
 
 
 
 <ul>
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 Propose and recommend decisions as per the approved authorization matrix.
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 Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Essential
 
 
 
 <ul>
 <li>
 Requires good convincing and Negotiating Skills according to the complexity of business.
 </li>
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 Continuous suggestions on Changes and ways of improving FAB Products.
 </li>
 <li>
 To build and maintain effective business relationship with all colleagues.
 </li>
 <li>
 Identify any cross-Selling opportunity for Other Business Divisions of the Bank Education required: University Degree / MBA / PGDM / Sales diploma or certification preferable.
 
 
 </li>
 </ul>
 Experience: 3 &ndash; 5 years of experience in Banking or in a Financial Industry
 
 
</div>

Tefillah commercial Brokers

Job Description: We are looking for enthusiastic and confident individuals to join our growing sales team as Tele sales Executives. This is a great opportunity for freshers who want to start their career in the financial sector. Your role will involve contacting potential customers over the phone to promote our personal loans and credit card products.Responsibilities: Make outbound calls to potential clients. Explain financial products clearly and persuasively Maintain a positive and professional attitude with clients Achieve daily and monthly sales targetsRequirements: Freshers are welcome (training will be provided) Good communication and convincing skillsWorking Hours: 9:00 AM to 6:00 PM (Monday to Saturday)Benefits: Employment visa, Trainings, Career growth opportunities, supportive team, and incentives.Job Type: Full-timePay: From AED3,000.00 per monthAbility to commute/relocate:<ul><li>Dubai: Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Experience:<ul><li>Fresher: 1 year (Preferred)</li></ul>Language:<ul><li>English (Preferred)</li></ul>Location:<ul><li>Dubai (Preferred)</li></ul>Willingness to travel:<ul><li>25% (Preferred)</li></ul>Work Location: In person

H J Properties

Job SummaryWe are looking for a dynamic and results-driven Sales Relationship Manager to manage client relationships and support sales activities for our real estate development projects. The role focuses on client acquisition, relationship management, and driving sales conversions.Key Responsibilities<ul><li>Build and maintain strong relationships with brokers, buyers, investors, and channel brokers.</li><li>Manage the sales cycle from lead generation to deal closure.</li><li>Understand client needs and present suitable residential or commercial projects.</li><li>Coordinate with internal teams for documentation, approvals, and handover.</li><li>Maintain accurate client data and sales reports using CRM systems.</li><li>Handle client negotiations and post-sales relationship management.</li></ul>Requirements<ul><li>2&ndash;3 years of experience in real estate sales or relationship management (developer or brokerage experience preferred).</li><li>Strong knowledge of the UAE real estate market.</li><li>Excellent communication, negotiation, and closing skills.</li><li>Target-driven with a client-centric approach.</li><li>Can join immediately</li></ul>Job Types: Full-time, PermanentWork Location: In personJob Type: Full-timeJob Type: Full-timePay: AED10,000.00 - AED15,000.00 per month

Relationship Manager (Real Estate Developer)

ACIES

Highlight of the engagement opportunity:&sect; Role: Full time role&sect; Number of years of experience expected: 5 to 7 years&sect; Areas of experience preferred: Fraud risk management &amp; assessment, fraud analytics in BFSI Industry or Consulting in a client facing role for BFSI clients, preferably in Retail banking&sect; Educational qualification expected: UAECA, ACCA (UK), Qualified CA (India)&sect; Additional qualifications/ certifications required: None&sect; Preferable additional certifications: CFA, FRM, MBA&sect; Preferred geography of previous work experience: UAE, other countries in Middle East&sect; Language requirements: Ability to write and speak fluently in English.Key responsibility areas:Fraud risk management &amp; fraud analytics engagements in Retail banking in UAE, with a focus on:<ul><li>Transaction Monitoring: Monitor real-time and non-real-time transactions and customer accounts for suspicious patterns or anomalies using fraud prevention/monitoring systems.</li><li>Alert Management: Review and resolve triggered alerts generated by fraud detection tools within agreed service levels (SLAs). Contact cardholders, merchants, or internal teams to verify transactions and take necessary actions.</li><li>Investigation and Reporting: Conduct in-depth investigations into potential and confirmed fraud cases, gathering facts, analyzing evidence, and coordinating with relevant departments (e.g., Legal, IT, Compliance) and external bodies (e.g., law enforcement, CBUAE). Prepare and submit comprehensive investigation reports to management and regulatory bodies.</li><li>Fraud Strategy and Prevention: Monitor current fraud trends, identify vulnerabilities in existing controls, and recommend enhancements. This may include proposing new fraud rules or fine-tuning existing ones in the fraud management systems</li><li>Data Analysis and Modeling: Utilize data analysis, statistical modeling, and data analytics tools (e.g., SAS EG, Power BI, SQL) to uncover fraudulent activities and predict future risks.</li><li>Regulatory requirements: Address regulatory requirements (e.g., AML, KYC) to proactively address emerging threats.</li></ul>Key performance metrics:&sect; Adherence to project delivery timelines&sect; Adherence to the firm&rsquo;s standards for processes and quality&sect; Project profitability&sect; Client feedback&sect; Feedback from counselor and other team membersOther expectations:&sect; An &ldquo;ownership attitude&rdquo; whose passion for solving issues and creating value&sect; Strong analytical and logical skills&sect; Strong business writing and oral communication skills&sect; Collaborative and partnership-oriented and ready to work as a team member.&sect; Demonstrated ownership over deliverables and project engagement.&sect; Ability to handle highly challenging and time-bound projects with a positive mindset.Other important information:&sect; Work permit requirements: Either UAE Citizen or having valid work permit to work in UAE.&sect; Period of engagement: Full time role&sect; Probation period: 6 months&sect; Compensation: Compensation varies depending on the skill, fitment and role played by the person. Compensation discussions will take place post the selection process.&sect; Performance incentives: Typically, all roles at Acies have a performance incentive. Specific aspects will be discussed during the compensation discussion.&sect; Leave: National holidays, sick leaves, maternity and paternity, bereavement and studies vary based on the city and country of engagement.&sect; Other benefits: Other employment benefits including medical insurance will be informed during the compensation discussion.&sect; Career growth for full-time roles: Acies believes in a transparent and data-based performance evaluation system. You are encouraged to clarify any questions you have with respect to career growth with Acies personnel you interact with during the selection process.&sect; Career opportunities for part-time roles: Conversion of part-time roles to full-time roles depends on both performance of the individual and business needs. You are encouraged to ask about the prospects as you interact with Acies personnel during the selection process.&sect; Global mobility: Acies encourages mobility across our offices. Such mobility is, however, subject to business needs and regulations governing immigration and employment in various countries.Selection process:We seek to be transparent during the selection process. While the actual process may vary from the process indicated below, the key steps involved are as follows:&sect; Interview:&sect; There are expected to be at least two rounds of interviews with the Acies team.&sect; Following the above, there are expected to be at least two rounds of interviews with the respective client team.The number of interview rounds may vary depending on the criticality and seniority of the role.&sect; Final discussion on career and compensation: Post final selection, a separate discussion will be set up to discuss compensation and career growth. You are encouraged to seek any clarifications.Job Types: Full-time, Permanent, Contract Contract length: 12 monthsPay: AED72,000.00 - AED96,000.00 per yearAbility to commute/relocate:<ul><li>Dubai: Reliably commute or planning to relocate before starting work (Required)</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Retail banking fraud analytics: 2 years (Required)</li></ul>

Senior Fraud Analyst

HSJB BUSINESS CONSULTING

Job Summary:The Customer Succession Manager will oversee client accounts, ensuring seamlesstransitions and sustained relationships, while leveraging prior experience in brokerrelationship management. This role involves managing key accounts, supportingbrokers, and driving customer retention and growth.Key Responsibilities: Manage and ensure smooth succession of customer accounts. Maintain and strengthen relationships with brokers and key clients. Serve as the primary point of contact for brokers, addressing queries andissues promptly. Collaborate with internal teams to ensure consistent service delivery. Identify opportunities to expand business through brokers and existing clients. Monitor account performance and provide regular reports to management.Requirements: Bachelor&rsquo;s degree in Business, Finance, or related field. Proven experience in customer account management and broker relationshipmanagement. Strong interpersonal, negotiation, and communication skills. Ability to manage multiple accounts and ensure high client satisfaction. Results-oriented and proactive approach to problem-solving.Skills: Client relationship management Broker network management Strategic planning and reporting Proficiency in MS Office and CRM toolsJob Type: Full-timePay: AED8,000.00 - AED10,000.00 per month

Customer Succession Manager-Insurance Saas Platforms

Explore 632+ Relationship counselor in Dubai United Arab Emirates this January. Find roles across top companies and apply now to boost your career.

632 relationship counselor jobs IN Dubai United Arab Emirates

Relationship Officer

Relationship Officer

Relationship Officer

Relationship Officer

Relationship Manager (Real Estate Developer)

Senior Fraud Analyst

Customer Succession Manager-Insurance Saas Platforms