* Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management,
* Focus on the analysis and satisfaction of Priority Customers' financial as well as investment needs and objectives.
* Provide the face of the Bank to the high net worth customers of the Bank.
* Products involved are: IS/BA/FX, NTB A/c, Liability products and any new launches.
Key Roles & Responsibilities
Acquisition & Sales Management:
* Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue.
* Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, no. of transactions.
* Induction of all (NTB) new customers brought in by the Branches & Direct Sales team.
* Achieve "best in class"" productivity in order to
maximize the efficacy of the sales process.
* Achieve the budgeted cross sell targets, consistency and penetration.
* Aggressive Sales call plans to acquire large prospective customers through referrals.
* Ensure coverage of customer base in accordance with the approved contact plans.
* Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
* Maintain and update customer information on C Manager. Accurate and timely generation of reports.
* Activation of dormant accounts.
* Constantly updated product and process knowledge by successfully attending Tests/ Quizzes/ Certifications.
Customer Relationship Building:
* Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
* Effectively meeting customer expectations and handling/ reduction of customer complaints.
* Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
* Manage the portfolio to de-risk against attrition and achieve stability of book.
* Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
* Serve as the one-point contact to the High Net Worth customers of the Bank.
Compliance & Risk:
* Ensure KYC/AML updates, proper zero error documentation.
* Updating the C - Manager, adhering to the Contact Management Plan.
* Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
* Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
* Ensure full awareness of all policies relating to operational risk, sales processes, anti-misselling, etc. and comply with the same.
* Read, understand and comply with all provisions of the Group Code of Conduct.
Job Details
| Date Posted: | 2016-06-27 |
| Job Location: | Kuwait |
| Job Role: | Accounting/Banking/Finance |
| Company Industry: | Banking |
Preferred Candidate
| Career Level: | Mid Career |
| Nationality: | United Arab Emirates; Bahrain; Djibouti; Algeria; Egypt; Iraq; Jordan; Comoros; Kuwait; Lebanon; Libya; Morocco; Mauritania; Oman; Palestine; Qatar; Saudi Arabia; Sudan; Somalia; Syria; Tunisia; Yemen |
| Degree: | Bachelor's degree |
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