Portfolio Relationship Manager (AUH) Priority Banking

Description

Responsibilities

Client/ Business Acquisition

• Generating of new business via out marketing activities gold center contacts and existing network
• Increasing team revenue and productivity by cross- selling and up-selling remotely.
• Acquiring new to bank customers
• Identifying new potential expansion locations
• Converting in-bound and outbound leads to sales
• Building a strong trust relationship with key customers
• Maintaining a loyal pool of customers/alliances who refer potential customers
• Carrying out the function(s) remotely of promoting the financial products.
• Collection of the required information and data
• Evaluation of the clients ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

Channels Cooperation

• Making referrals to other channels based on identified custom...