Job Description

Premium Relationship Officer (PRO)-(26000004)

Description

Key Roles:

  • Provide exceptional quality service to new and existing Premium clients relationships by providing them with the full suite of financial products & services based on their needs.

  • Maximize profitability and create client ownership by providing the highest level of customer service through continuous proactive sales calls & visits to existing and new clients.
  • Develop an action plan to broaden the existing client relationship by to acquiring new client relationships as well as new TMLs.
  • Achieve sales targets in line with best practice standards of services and acting as a Trusted Advisor” to the Premium clients.
  • Adhere to Premium service quality standards and comply with Premium policies and guidelines.
  • Update all clients’ files and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.
  • Identify and acquire new Premium clients to achieve New to Bank targets as well as cross sell targets.

  • Review existing client relationships to ensure a greater share of wallet and higher cross sell ratios.

  • Monitor own portfolio (portfolio management) by tracking the progress of Customer base, Asset Portfolio, Deposit Portfolio Penetration Ratios of products and service.
  • Pay attention to client feedback for any suggestions/concerns to propose innovative ideas for new products and services and escalate to the Premium Program Manager when necessary.
  • Participate in Premium program sponsorships, events initiatives that contribute to promoting the program image
    Retain Client ownership (strong knowledge of client account, transactions and all issues related to client).

    • Qualifications

    Job Requirements:

  • Education: University degree from a recognized university.
  • Experience min 2-4 years in relationship management and sales of retail products.
  • Fluent in English Arabic.
  • Excellent Communication and time Management skills.

  • Very good networking and selling skills.

  • Excellent Relationship Management Negotiation skills.

  • Strong Interpersonal, Presentation, and Listening skills.

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