About the Job
As a Virtual Relationship Manager in the United Arab Emirates, you will be responsible for managing and growing a portfolio of customer relationships in the banking sector. Key responsibilities include achieving budgeted sales and service targets while maintaining compliance with risk standards, regularly reviewing customer portfolios for cross-selling opportunities, and ensuring customer service aligns with expectations. You will manage client communications, resolve queries, and adhere to internal processes to avoid delays or complaints. Excellence in customer service and compliance with the Staff Code of Conduct are paramount.
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Key Responsibilities:
- Achieve budgeted sales and service targets within acceptable risk standards.
- Regularly review customer portfolio to identify potential sales/business opportunities and cross-sell existing products.
- Manage a designated portfolio of customer relationships to identify and address needs, ensuring that the overall service provided is in line with customer expectations.
- Carry out all tasks ensuring activities are completed within timescales and with a high degree of accuracy, while providing excellent customer service.
- Always comply with the Staff Code of Conduct to maintain a positive image of the company.
- Ensure that business is booked according to laid down procedures and due diligence is met regarding money laundering and regulatory requirements.
- Provide specialist information and guidance to customers to resolve queries and achieve satisfaction.
- Perform other duties or tasks as required by the line manager to support departmental efficiency.
- Manage the allocated portfolio in a timely manner to avoid delays or complaints.
- Ensure client communication and query resolution align with internal processes.
- Work closely on client requests and maintain error-free communication (Mission Zero).
Requirements:
- Minimum Qualification: Bachelor's degree.
- Minimum Experience: 2 years in banking or financial services, with a focus on relationship management.
- COMPETENCIES:
- Oral and Written Communication
- Sales Acumen
- Relationship Management
- Banking process knowledge
Summary
To manage and grow a portfolio of Business Finance Liability relationships while ensuring adherence to the company's policies, ethics, and code of conduct, and to cross-sell different products to the existing customer base.
