A Relationship Officer in Banking Sales plays a crucial role in building and maintaining strong client relationships to drive business growth. This position focuses on promoting banking products and services, ensuring customer satisfaction, and achieving sales targets. The role demands excellent interpersonal skills, financial acumen, and the ability to identify and meet client needs effectively.
| Salary | Market Competitive |
| Experience | 1 – 6 Years |
| Location | Dubai |
| Qualification | Secondary School, Intermediate School |
| Posted | 22 November 2024 |
| Job Type | Full-Time |
| Posted by | Habeebi Recruiter |
| last date to apply | apply within 15 days |
Responsibilities
1. Client Relationship Management
- Develop and nurture strong relationships with existing and potential clients.
- Act as a primary point of contact for customers, addressing their queries and concerns promptly.
- Conduct regular follow-ups to ensure high levels of client engagement and satisfaction.
2. Sales and Business Development
- Identify opportunities to cross-sell and upsell banking products and services such as loans, credit cards, savings accounts, and investment products.
- Meet or exceed monthly and quarterly sales targets as defined by the organization.
- Generate leads through networking, referrals, and outreach activities.
3. Market Analysis and Strategy
- Keep abreast of market trends, competitor offerings, and customer preferences to provide tailored solutions.
- Collaborate with the sales and marketing team to implement effective strategies for client acquisition and retention.
- Participate in sales campaigns and events to promote the bank’s brand and services.
4. Documentation and Compliance
- Ensure accurate completion of all client-related paperwork, including applications, agreements, and KYC (Know Your Customer) documents.
- Maintain compliance with banking regulations, policies, and ethical standards in all dealings.
- Regularly update client records in the CRM system for smooth tracking and reporting.
5. Reporting and Feedback
- Prepare and submit sales reports, market feedback, and customer insights to the management.
- Suggest improvements in banking products and processes based on customer feedback and competitive analysis.
Skills and Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Proven experience in sales, preferably in the banking or financial services sector.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work under pressure and meet tight deadlines.
- Proficiency in CRM tools and basic financial software.
This role offers a dynamic work environment and opportunities for professional growth, making it ideal for motivated individuals passionate about sales and customer service in the banking industry.
How to apply:
Send your updated resume to our email or directly reach us at our phone:
Email: info@mark-ai.com
Phone: +971 4 701 6333