- To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
- Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
- Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
- Ensure clients are aware of all financial services offered by the bank
Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.
- Optimize the potential value of the client base through the delivery of MG Products and Services
- Communicate with HNW client and identify their financial needs
- Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
- Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
- Acquire New to Bank HNW clients.
- Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
- Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
- Enhance market profile and awareness
Minimize customer attrition
Maintain proactive client contact.
- Skills / Experience :
- University Graduate
- Strong selling & financial markets knowledge
- Strong interpersonal skills and cultural sensitivity
- Relationship Management Networking skills
- Extrovert/Amiable personality
- Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
- Excellent communication and negotiation skills
CISI certified – level 3
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