Relationship Manager
ADCB Bank
Total years of experience :2 years, 0 Months
Proactively networking with a diverse range of customers both existing and new to bank, assisting individuals with budgeting, cash flow solutions, suggestions for new asset allocation and implementation of investment strategies
Building and maintaining a portfolio of high net worth individuals while identifying sales opportunities by evaluating client’s needs and offering products meeting their investment goals
Protection, mortgages and retirement planning
Contributing to overall company profitability by cross selling other bank’s products - deposit, accounts, loans