Delivering tailored financial solutions to priority banking clients, this role ensures a high standard of service and supports the bank's growth objectives within the affluent customer segment. By applying established procedures and leveraging product knowledge, the role addresses day-to-day client needs and resolves issues within defined guidelines, escalating exceptions as needed. Outputs directly enhance client satisfaction and retention, supporting the Area Manager's mandate to achieve business targets and uphold service excellence. Communication is focused on direct client interactions and internal coordination, ensuring seamless delivery while maintaining compliance and risk standards.
Requires minimum 2 years of experience in retail or priority banking, with exposure to client relationship management and core banking platforms .
Responsibilities
Acquire new to bank HNI individual customer relationships satisfying the priority banking criteria through sales of liability, Asset and investment products
To ensure cross sell and refer business to other areas of the bank (e.g. Business Banking, Corporate Banking etc.)
To be conversant with the full range of Priority Banking products and services
Meet all the assigned targets on Wealth Management revenue, FX revenue, Deposits and Assets consistently month on month
Ensure that the NPS (Net promotor) score is higher than 50 at all times
Ensure Customer Satisfaction score of 95%
95% of the complaints and Service Requests are resolved within the agreed TATs
To be fully aware of all policies relating to operational risk, sales processes, credit policy, anti-mis-selling, etc.
To be responsible for ensuring up-to-date compliance, KYC and profiling for each client as well as maintaining a high level of confidentiality at all times
To be responsible for assessing customer risk, suitability of products and explaining appropriate products and services to meet client requirements
To safeguard the reputation of Emirates Islamic by employing best practices and acting in a professional manner at all times, to document all meetings and contribute to the reporting processes established in the unit
Qualifications
Bachelors’ Degree graduate
CISI Professional Qualification
Experience in Priority Banking or Private Banking relationship management
About Us
EIB
Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with Shari'a principles.
As one of the leading Islamic banks in the UAE, Emirates Islamic offers exciting career opportunities for highly motivated professionals and graduates. At Emirates Islamic, we believe that our Employees are our biggest asset and we continuously invest in Talent Management & Training and Development programmes to help them excel professionally and achieve success in their chosen career.
Emiratization is a key strategic objective at Emirates Islamic. We provide training to talented, young Emaratis under dedicated programmes that shape their ambition, passion & commitment and guide them to become the future leaders of the organization as well as the overall financial sector.
We are driven by our values of Innovation, Customer Service, Ambition & Ownership and are always looking for talent to add to our diverse work environment comprising of over 60 nationalities.
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