Requirements
The role requires handling elite asset, liability, and investment product sales to meet targets, ensuring accurate and compliant product applications. Proactive engagement with existing elite customers through calls and external meetings is essential for relationship building, service, and sales closure.
Description
Job description / Role
Job Type
Full Time
Job Location
UAE
Nationality
Any Nationality
Salary
Not Specified
Gender
Not Specified
Arabic Fluency
Not Specified
Job Function
Finance, Business Analysis & Consulting
Company Industry
Banking & Financial Services
Operating in the UAE for over 50 years
CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.
CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.
As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers - and delivering service that really goes the extra mile.
Job Purpose:
You will be responsible for providing elite customers with a personalised banking service, including investment advice and achieving financial budgeted targets.
Principal Accountabilities:
Handle elite asset, liability and investment product sales to meet given targets.
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.
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.
Ensure a consistently high level of customer service is maintained at all times.
Achieve financial budgeted target of elite relationship manager role.
About the Company
In 1969, when we at Commercial Bank of Dubai started out little did we know that sheer grit and determination would get us where we are today. An Emiri Decree issued by His Highness the Late Sheikh Rashid Bin Saeed Al Maktoum, the founder of modern Dubai, laid the cornerstone of Commercial Bank of Dubai. We started out as a joint venture of Commerzbank, Chase Manhattan Bank and Commercial Bank of Kuwait. A minority stake was held by a few UAE businessmen.
By 1982, little more than a decade later, we evolved into a National Public Shareholding company. A feat complimented by an exponential increase in the capital base and mammoth restructuring of our operations. The feather in the cap came when the Government of Dubai became a key shareholder.
Over the decades, we have transformed ourselves into a progressive and modern banking institution. We are supported by a sturdy financial base and reigned by a strong and stable management. The proof of which lies with our customers who have stood by us over the years.
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