Senior Relationship Officer - Finance HNWI Sales

Responsibilities

• SALES :
  To prepare a business plan / strategy on the sector of clients to be covered to ensure that targeted budget is met, to manage the Sales target & to develop the Sales Channels in line with the Sales Strategy
• CUSTOMER SERVICE :
  
  To Maintain agreed TAT for internal & external customers in order to obtain optimum customer satisfaction level and referrals
• DOCUMENTATION & CREDIT ANALYSIS :
  
  To conduct proper checks of customer files based on DIB credit guidelines before submission to credit to ensure maximum approval & to make sure that the quality of files submitted are without discrepancies
• SALES MANAGEMENT & MIS GENERATION :
  
  Input all leads on CRM & update the same regularly to track follow-ups and for review, preparing the daily sales report and the pipeline report on all possible leads for the month including follow-ups for future deals to have an updated status of all cases and conversions & to prepare a summary of all existing clients on a daily basis for future correspondence and sending info on promotions to obtain more referrals
• MARKET & PRODUCT KNOWLEDGE:
  To be updated on all product parameters regularly, to attend all internal and external training programs conducted & to be updated on competitor information, market developments to be in a position to recommend suggestions to internal and external clients
• COMPLIANCE :
  To ensure that all the sales booked are in line with all the prevalent regulation of compliance and audit & to understand and apply DIB core value.
• Ensure compliance with the approved policies, procedures, SLAs and regulatory requirements to maintain quality standards and ensure risk mitigation.
• Ensure all assigned tasks and projects are executed within the approved policies, procedures and SLAs of the department.
• Incorporate and comply with the bank's core values especially the Customer First in your day today activities.