Relationship Manager-October Area

Key Accountabilities:


  • Driving priority banking growth and delivering exceptional portfolio targets performance by identifying and meeting customer needs through selling a range of ADIB gold products and acting as an advisor to mass affluent customers.
  • Managing a portfolio of gold banking customers and offering full range of wealth management services .in order to achieve revenue goals and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship

  • Achieve volume and revenue goals via the combination of customer acquisition and relationship widening; in addition to growing network of clients through using diverse sources.
  • Focusing exclusively on priority banking clients (deposits /Assets).
  • Actively identify new customers, grow affluent customers portfolio by introducing higher s.
  • Enhancing existing customer’s relationship and their needs to be reflected into each customer’s plan.
  • Achieving a monthly deposits/ Assets target in addition to an aggressive Upgrade target
  • Responsible for the growth, product management, & profitability of ADIB Priority Proposition across the ADIB Bank Egypt .
  • Deliver world class customer service practices and ensure adherence to ADIB Service standards
  • Ensure that customers are directed to the most appropriate service delivery channel to meet their needs.
  • Own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Ensure handling & covering all customers’ requests/ inquiries to deliver services excellency
  • Maintain sales performance statistics for management information usage.
  • Building the business, deepening relationships and effectively executing the sales process.
  • Provide the assigned portfolio of affluent customers with personalized service; so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty.
  • Maintain a superior customer service experience including pre-empting issues

and proactive servicing.

  • Ensure delivery of customer promise and practice brand values, continue to maintain and improve the quality of service offered.
  • Follow up with others, departments, pipeline credit/ operations dept. on pending cases.
  • Ensure the implementation of all Bank policies / procedures / compliance requirements are in place.
  • And any other assigned tasks.


Minimum Qualifications:

  • University/Collage Degree.

· 6 years of customer service experience only financial sector front line

· 7years of customer service experience either in real estate or financial sector front line “ Bancasurrance & Stock market)

Required Knowledge:

  • Supported campaign launching of new products/services.
  • Relationship management experience in handling wealth customers.
  • Personal bankers / Customer Service Reps having the talent to deal with high end customers.
  • Sales Account Managers in Banks / Companies etc.. that offer luxurious products/services.
  • Investment associating in private equity companies.

Generic Skills:

  • Preferably be certified from investment institute or equivalent third party recognized institution for selling investment.
  • Attended concerned training regarding work type expertise.
  • Managing an existing portfolio of affluent customers
  • Strong knowledge of Investments Products.
  • Strong Selling skills
  • Target oriented
  • Strong Relationship management skills
  • Customer focus skills
Post date: 24 September 2024
Publisher: LinkedIn
Post date: 24 September 2024
Publisher: LinkedIn