Senior Relationship Manager
Posted on :
01-07-2022
Employer Active
1 Vacancy
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Job Description
To provide exceptional service and sound financial advice to meet the client’s diverse needs: credit, cash management. The role contributes to the overall NBC success by achieving sales through business development, retention and referrals. The role is responsible for retaining and expanding existing client relationships within the community and is required to network with local business leaders to establish quality centers of influence that will refer business to NBC.
Job Responsibilities
Business Results
- Develop and deepen the business relationships of new and existing customers and provide them with appropriate products and services for their business needs
- Identify and refer customers to internal NBC partners as appropriate, including all personal financial needs
- Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual sales goals to contribute to the achievement of the overall NBC business objectives
- Develop and maintain relationships with Wealth Partners to ensure a coordinated market approac
- Maintain excellent knowledge and understanding of business fundamentals NBC products and services; act as an advisor and Business solutions that match customers needs
- Plan and execute business development activities
- Effective use of corporate pipeline performance tool
- Proactively promote National Bonds Corp.’s image within the business community through participation and leadership in community business groups, initiatives, fundraisers, etc.
Internal Practice and Process
- Contribute to the internal objective for Operational Excellence by adhering to Compliance, audit and Audit visits,
- Be knowledgeable of and comply with NBC and industry codes of conduct and with securities laws and regulations
- Understand and apply NBC operating policies and procedures
- Ensure necessary due diligence is taken to support the accuracy of all customer transactions
- It is understood that you will have flexibility to work evenings and weekends when required on a rotational basis as part of NBC team
Customer Experience
- Proactively help & advice area and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
- Provide sound advice at every customer interaction, contributing to a positive customer experience
- Ensure customer problems are handled appropriately, escalating issues when necessary
- Contribute to the ongoing improvement of the overall customer experience
- Possess expert knowledge of National Bonds Corp. products and services, and sound knowledge of products offered by competition
- Possess comprehensive knowledge of the local market, competitive offers, and economic trends
- Work closely with the your Manager to ensure all Corporate customers are serviced in the channel best suited to meet their requirements
- Work closely with the all internal divisions and NBC product groups to ensure satisfactory customer response
- Ensure customer areas are professional and inviting in appearance
Knowledge,Skills & Comptenciese
Skills and Competencies
- Creative problem-solver with the ability to adapt and respond to changing priorities
- Preferably bi-lingual (English / Arabic) in written & oral.
- Excellent communication, negotiating and selling skills.
- Socially adept and able to liaise effectively with a wide range of contacts
- Active, proactive and energetic
Knowledge and Qualification
- Knowledge of Shariaa principles in Financial Industry will be a plus
- Financial Planning is a must
- Must be educated at a Bachelor Level if Business Administration or Related Fields
Experience
- Minimum 5 years’ experience in advising clients financial planning with a bank or a financial institution or related industries such as real estate
- Experience in an Institution which hold Shariaa principles will be added advantage
- Senior sales credentials in wealth management and handling high net worth clients will be a plus
Condition to Apply
- Completion of 12 months in current position
- Good performance rating 3 and above for 2021 performance year
- Clear conduct history with no active warnings
- Preferably Arabic Speaker with excellent English communication and writing skills
- Position will be open for 2 weeks
- Share your updated CV
Employment Type
Full Time
Company Industry
Key Skills
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