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Location: Dubai, UAE
Department: Relationship Management
Reports To: Relationship Manager
Job Summary:
The Bank Relationship Officer plays a pivotal role in building and maintaining strong relationships with existing and potential customers. This position requires a dynamic and customer-focused individual who will be responsible for understanding clients’ financial needs, providing tailored financial solutions, and ensuring a high level of customer satisfaction. The Bank Relationship Officer will work closely with the Relationship Manager to achieve the bank’s business goals and objectives.
Key Responsibilities:
- Client Relationship Management:
- Build and maintain strong relationships with existing clients.
- Identify potential clients and develop strategies to acquire new business.
- Conduct regular meetings with clients to understand their financial needs and goals.
- Financial Advisory:
- Provide expert financial advice and guidance to clients, including investment options, savings plans, and loan products.
- Develop customized financial solutions to meet individual client needs.
- Keep up-to-date with industry trends and market conditions to provide relevant advice.
- Product Knowledge:
- Stay well-informed about the bank’s products and services.
- Educate clients on the bank’s offerings and help them make informed decisions.
- Sales and Targets:
- Achieve and exceed sales targets and objectives set by the bank.
- Cross-sell and upsell various banking products and services.
- Identify opportunities for revenue generation and market expansion.
- Documentation and Compliance:
- Ensure that all client documentation and transactions comply with regulatory requirements.
- Maintain accurate records of client interactions and transactions.
- Customer Service:
- Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
- Act as a point of contact for client concerns and feedback.
- Market Research:
- Conduct market research to identify trends and competitor strategies.
- Use market insights to develop new client acquisition strategies.
Qualifications:
- Bachelor’s degree in Finance, Business, or a related field.
- Proven experience in a customer-facing role, preferably in the banking or financial industry.
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Sales and target-oriented with a proven track record of achieving goals.
- Ability to build and maintain relationships with clients.
- Sound understanding of banking regulations and compliance.
- Proficiency in using banking software and technology.
Additional Requirements:
- Financial industry certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are a plus.
- Willingness to work flexible hours and travel as required.
How to Apply:
Interested candidates are invited to submit their resume and a cover letter detailing their relevant qualifications and experience.
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