Responsible for selling, consumer asset, liability, investment products and providing personalized banking service, including investment advice to a specified portfolio of Elite customers.
Support Branch Manager in the management and development of Elite Service Officers and Relationship Managers
Make Elite Customer asset, liability and investment product sales to meet given target.
Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work.
Ensure that all customer applications submitted are within CBD policy guidelines.
Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products.
Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products.
Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts.
Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas.
Ensure a consistently high level of customer service is maintained at all times.
Support the Br. Manager in the performance management, development and motivation of Elite Service Officers and Relationship Managers
|Job Location:||Dubai, United Arab Emirates|
|Career Level:||Mid Career|
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