Key Resposiblities:
- Deliver the budgeted volumes for deposits and sale of Investment Products.
- Increase the Private Banking portfolio by increasing deposits of existing customers and targeting of HNWI not Banking with us;
- Sell the various Islamic Investment Products that are offered by Aayan Unit/other Business Units,cross-sell other Dubai Islamic Bank Products and Services to Aayan Banking customers;
- Provide “One Stop” Banking Service to the customers of Aayan Banking ensuring timely and efficient execution of customers’ requests;
- Ensure adherence to Bank processes & policies and report deviation to immediate supervisor/manager;
- To ensure that there is no loss of customers from Aayan Banking due to unsatisfactory service on our part;
- To maintain regular contacts with sensitive Aayan Banking customers either through telephone calls or Personal visits and update the daily call report in CRM.
- All the above responsibilities includes but not limited to any additional/new tasks or responsibilities assigned by the line Manager
Education:
Minimum- Diploma or University Degree; Masters or Certification from an accredited University/Institute is preferred.
Work Experience:
At least 3-4 years’ experience of dealing with HNWI and managing a portfolio.
Certification in CISI Level 3 & UAE Regulations is mandatory