Virtual Relationship Manager
نُشرت في :
17-07-2025
صاحب العمل نشط
1 وظيفة شاغرة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
شارك هذه الوظيفة
أرسل لي وظائف مشابهة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
الوصف الوظيفي
To manage and grow a portfolio of profitable borrowing and non-borrowing customer base in defined geographical markets in pursuit of specific sales service growth and opportunity targets.
KEY ACCOUNTABILITIES:
- Meet and exceed monthly target objectives across portfolio growth and revenue
- Focus on activation and management of dormant/inactive customers
- To be abreast with all policies products and processes to ensure superior client on boarding experience
- To proactively participate in Learning Development and training programmes of the bank to be effective sales personnel
- Ensure strict adherence to all KYC Compliance policies and other processes as stipulated
Job Context
Financials:
- Manage portfolio of assigned customers comprising of customers primarily non borrowing customers
- Achieve monthly& annual KPI objectives (Portfolio Revenue X-sell and Activations)
- Cross sell bank products (New accounts Assets Trade FX and Bancassurance) to increase product penetration across customer portfolio
- Refer and upgrade customers to other units within the segment viz. Sales & Coverage RM
- Ensure penetration in the market through focus on New to Bank referrals from existing customers
- Maintain Daily Sales Reports on business performance for review
Customers
- Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience
- Ensure timely updating of KYC and conduct due diligence
- Ensure thorough knowledge of all products policies and processes in order to achieve superior client on boarding experience
- Effectively manage current account excess and account conduct management
- To ensure no mis selling to customers by offering products/services transparently as per customer requirements
- Understand and resolve/escalate customer redresses to ensure timely resolution
Learning & Growth:
- Participate in the assigned People Development and Learning & Development programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Unit Manager
- To ensure participation in assigned training Learning & Development programmes
- Awareness to competition offerings and offer suggestions to line manager to improve product/ processes
Internal Processes:
- Ensure strict adherence of prescribed Sales & Compliance processes as per Banks policies.
- Adherence to governance & controls to proactively identify manage and minimize/mitigate potential losses
- Adhere to agreed SOPs across applicable areas
- Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings
FRAMEWORKS BOUNDARIES & DECISION-MAKING AUTHORITY:
- Propose and recommend decisions as per the approved authorization matrix.
- Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks.
Qualifications :
QUALIFICATIONS & EXPERIENCE:
Minimum Qualification
- Bachelors Degree in Business Administration Finance Banking or a related major field of study is preferred
Minimum Experience
- 3 years relevant experience in the Corporate Commercial or Business Banking in similar positions of managing customer base in the identified target segment.
Remote Work :
No
Employment Type :
Full-time
نوع التوظيف
دوام كامل
المهارات المطلوبة
الإبلاغ عن هذه الوظيفة
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا
