CBD Careers – Relationship Manager

Job Description:

Responsible for making sales of CBD consumer asset, liability and investment products to a specified portfolio of Elite customers. Responsible for providing Elite customers with a personalized banking service, including investment advice.

Job Responsibilities:

• Make Elite 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

Job Requirements:

• Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.

Qualification & Experience:

• 4 to 5 years of Priority Banking experience with a good understanding of wealth management, sales practices and proven track record in Sales.

Job Details:

Company: Commercial Bank of Dubai

Vacancy Type:  Full Time

Job Location: Abu Dhabi, AE

Application Deadline: N/A

Apply Here

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