About the Role
The Relationship Officer is responsible for developing strong relationships with key contacts in targeted sectors and segments to source payroll salaried accounts, as well as cross-selling asset products such as Covered Cards and Personal Finance in alignment with company policies and procedures. The goal is to exceed assigned targets while maintaining a high standard of customer service and adhering to required protocols.
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Key Accountabilities of the Role
- Source payroll accounts from targeted sectors/segments and achieve or exceed the assigned monthly targets.
- Cross-sell and source Covered Cards products from targeted sectors/segments, achieving or exceeding the assigned targets.
- Cross-sell and source Personal Finance products from targeted sectors/segments while meeting assigned targets.
- Develop and maintain strong relationships with HR, Finance, and Administration contacts within targeted government entities, multinationals, and well-known large and medium corporations, along with new establishments and Free Zones.
- Conduct marketing, kiosk, and onboarding session activities within targeted employers to promote company products and services.
- Participate in and complete activities assigned by management.
- Maintain full awareness of product policies and procedures and ensure swift implementation.
- Visit potential employers/clients to finalize business deals in alignment with company policy and procedures within the targeted turnaround time.
- Ensure thorough knowledge of assigned products and adherence to procedures.
- Deliver prompt and timely service to customers.
- Adhere to stipulated office timings, maintain secrecy norms, and uphold data confidentiality.
- Prepare and review Standard Credit Applications, ensuring accuracy and authenticity of critical documents (e.g., Bank Statement, Passport, EID, Salary certificate/Salary Transfer Letter) before submission to the respective unit coordinator for processing.
- Follow the approval process and escalate any delays to superiors.
- Execute and process the aforementioned product lines, representing the company, and prepare files according to checklist while sharing physical files with coordinators within 24 hours of completing customer signing formalities.
- Ensure the quality of applications submitted and rectify any errors or omissions.
- Monitor file activation and notify management of any delays at the Card center.
- Maintain good rapport within the organization (inter-department/peers) to ensure smooth business flow.
- Initiate the cross-selling of other banking products on a best-efforts basis.
- Escalate customer complaints to management as needed.
Specialist Skills / Technical Knowledge Required for This Role
- Multi-products sales experience, payroll, or employee banking expertise.
- Good knowledge of retail banking service standards, sales skills, and computer skills.
- General awareness of competitors in the local/regional market.
- Valid Driving License.
