Relationship Manager
Dubai Islamic Bank
Total des années d'expérience :1 years, 3 Mois
Relationship Manager at Wealth Management in Dubai Islamic Bank. Job objective is to manage the existing portfolio of HNWI clients. Providing quality customer services, responding for client’s daily banking actives and personal financial advisories based on the products the bank provided.
(Acquisition Team). The job objective is discovering High net-worth client and manger the portfolio.
Function as liaison between customers and wealth management unit. Responsible for smooth operation of segment investment accounts. Execute and oversee due diligence, KYC, and account opening procedures. Promote investment and insurance products to high-net worth individuals, including cold calling, seminar presentations, and individual client meetings. Implement financial plans, and supervise account performance. Manage customer relationships, including account maintenance, and cross-selling.
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