Portfolio Relationship Manager, Elite

WhatsApp Group

Commercial Bank of Dubai

Our CBD family's prosperity throughout the years is straightforwardly credited to the responsibility and ability of our UAE Public staff. Our business center is to construct profound and compensating connections in the neighborhood markets and we realize that the best UAE Public staff will make that conceivable.

Job Vacancy – Portfolio Relationship Manager, Elite – Dubai, United Arab Emirates

Commercial Bank of Dubai – Dubai, United Arab Emirates

  • Experience:- As Mentioned
  • Job Location:- Dubai, United Arab Emirates
  • Company:- Commercial Bank of Dubai
  • Education:- As Mentioned
  • Nationality:- Any Nationality
  • Gender:- Male / Female 
  • Number of Vacant Positions:- Not Mentioned
  • Salary:- Negotiable
  • Job Type:- Full Time

About Commercial Bank of Dubai

Our CBD family’s prosperity throughout the years is straightforwardly credited to the responsibility and ability of our UAE Public staff. Our business center is to construct profound and compensating connections in the neighborhood markets and we realize that the best UAE Public staff will make that conceivable.

Since our initiation, we generally viewed as the enrollment of UAE Nationals as one of our main concerns. We have consistently planned to draw in and foster UAE Nationals, delegating them in mindful driving situations without disregarding the capacities and advancement possibilities of other staff no matter what their identities.

Our endeavors and accomplishments in Emiratisation have been perceived and respected. The bank is a previous victor of UAE Public Assets Improvement Grant, the Dubai Human Improvement Grant and the HR Improvement Grant.

Is it safe to say that you are that capable and serious UAE Public prepared to foster yourself and influence a difficult and remunerating business, rich with your country’s set of experiences? Then welcome to the CBD Family.

About Commercial Bank of Dubai

Job – Portfolio Relationship Manager, Elite

Job Description :

Job Purpose:

Responsible for maintaining assigned Elite clients portfolio increasing their share of wallet and enhancing sales of CBD consumer asset, liability and investment products to a specified portfolio of Elite customers. Responsible for providing Elite customers with a personalised banking service, conjunction with production specialist

Principal Accountabilities:

Contact clients and follow up to ensure that they meet minimum criteria required to be eligible for Elite Banking Account.

To build strong relationship with clients through effective planning and servicing them for all their banking requirements within elite segment.

Primarily to focus in increasing CASA balances across assigned portfolio and cross sell all other assets & liabilities products for eligible client within bank’s products policies.

Maximize product penetration such as Credit Card, Investment, FX & Banca to achieve and exceed assigned monthly/quarterly financial targets set by management.

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.

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.

Ensure a consistently high level of customer service is maintained at all times.

Ensure timely closure of all AML related inquiries within defined time frame and follow up with clients for all necessary requirements to close AML Alerts amicably with AML Team, protecting bank’s interest at all times.

All customers complaints to be handled professionally and resolved amicably within the policy guidelines of CBD

Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas

Job Qualifications:

Education and Experience:

Bachelor Degree

4 to 5 yrs of Retail Banking experience with a good understanding of CASA, wealth management products

 

 

 

 

 

 

 

 

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