About this role
• o provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. • Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients. • Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts. • Ensure clients are aware of all financial services offered by the bank Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers. Key Result Areas
• Optimize the potential value of the client base through the delivery of MG Products and Services • Communicate with HNW client and identify their financial needs • Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services • Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities • Acquire New to Bank HNW clients. • Maintain a superior customer service experience for clients including pre empting issues and proactive servicing. • Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales. • Enhance market profile and awareness Minimize customer attrition Knowledge, Skills and Experience
• Skills / Experience : • University Graduate • Strong selling & financial markets knowledge • Strong interpersonal skills and cultural sensitivity • Relationship Management Networking skills • Extrovert/Amiable personality • Minimum of 5-6 years of experience in a similar job with another bank / financial services in the UAE • Excellent communication and negotiation skills CISI certified – level 3 and UAE Rules & Regulations