Relationship Manager (Qatari & children of Qatari mother)

Key Accountabilities

To manage a portfolio of Sadara customers and meeting all their banking and wealth management needs. In particular, to grow the portfolio both in size and through Total Relationship Value. Maintaining regular contact with customers and offering customers with timely products and services tailored to their identified needs. Demonstrate sound knowledge of the Banks products and services, willing to learn and develop new skills. Having a flexible attitude to work geared to meeting the Bank and customer needs. Keeping customers at the heart at all times and ensuring delivery of superior quality of service whilst adhering strictly to all relevant regulatory and risk frameworks of the bank.

Other Accountabilities

• Prepare regular meetings with portfolio clients to introduce CBQ products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services received.
• Assist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all CBQ products / services relevant to their situation and credit analysis.
• Ensure all walk-in clients whether from own portfolio or other lounges are efficiently served to maintain the Sadara service expectations.
• Gather information on existing and potential customers; analyse their credit worthiness, credit data compilation and financial information interpretation in order to ensure a continuous workflow with all required information available.
• Profile existing and potential clients in order to identify overall banking needs and thus introduce clients to appropriate new products and services.
• Assist in the development of account plans in a consistent and timely manner in order to swiftly follow-up on identified business opportunities.
• Attain competency in banking tools such as CRM, KAPITI, Digital RM platform, and all other IT solutions to ensure a full customer analysis is carried out to stay abreast of customer needs in advance.

Education

Bachelor degree in Banking / Business or equivalent

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