Relationship Manager - Mashreq Gold

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Interpersonal skills","Cultural sensitivity","Relationship management","Communication","Negotiation"]

Manage a portfolio of HNW clients with personalized service to build long-term relationships, maximize profitable contribution for clients and the bank, and reduce attrition. Drive Mashreq Gold balance sheet sales/revenues and deliver cross-selling, upselling, and new-to-bank client acquisition. Identify client financial needs, achieve annual and monthly revenue targets across products and services, maintain proactive client contact, and safeguard the bank by preventing AML fraud and ensuring ethical conduct.

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FursaFursa
Mashreq
Mashreq
2 days ago

Relationship Manager - Mashreq Gold

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Manage a portfolio of HNW clients with personalized service to build long-term relationships, maximize profitable contribution for clients and the bank, and reduce attrition. Drive Mashreq Gold balance sheet sales/revenues and deliver cross-selling, upselling, and new-to-bank client acquisition. Identify client financial needs, achieve annual and monthly revenue targets across products and services, maintain proactive client contact, and safeguard the bank by preventing AML fraud and ensuring ethical conduct.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide personalized service to HNW clients to develop close relationships and retain their royalty and respect.
  • •Enhance Mashreq Gold balance sheet sales/revenues and promote cross-selling of bank products to existing clients.
  • •Source new business from HNW Mashreq Gold individuals through referrals, marketing activities, and personal contacts.
  • •Identify clients’ financial needs, communicate available bank financial services, and reach annual/monthly financial targets including x-sell and up-sell.
  • •Safeguard the bank from potential loss and AML fraud while ensuring ethical behavior and maintaining proactive client contact.

Key Requirements

  • •University graduate
  • •Minimum 5-6 years experience in a similar role with another bank or financial services in the UAE
  • •Strong selling and financial markets knowledge
  • •Excellent communication and negotiation skills
  • •CISI certified
Experience:Wealth managementFinancial servicesHNW clients
Education:Bachelor's
Skills:Interpersonal skillsCultural sensitivityRelationship managementCommunicationNegotiation
Certifications:CISI certified

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
Glassdoor
Glassdoor: 3.3
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