Private relationship Manager - Jeddah

JOB PURPOSE:

A relationship Manager consults with a private account holders to identify banking needs, and achieve his targets according to the approved plans. Creating an accounts for a new private customers. Balances growth. Resolving problems. Collect customers information for use in marketing .Following up calls with a private customers or meet them face to face to ensure customer satisfaction

Detailed:

• Creating an account for a new private and affluent customer and to identify banking needs.
• Balances growth for Branch.
• Keeping of balances of existing customers.
• serve his customers and complete their orders in official working time or out of working time.
• Solve any problem or complement the customer may face with the bank.
• Upgrade customers’ accounts to private or Affluent class.
• Attracting new customers.
• Sale all bank products for private and affluent customers.
• follow up and work with compliance department requirements. 
• Go through the Self-Certification form with the customer.
• Never give any Tax advice to customers.
• Follow up with the customers to obtain signed Self-Certification from within the agreed timeline.
• Follows all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Prepare monthly departmental reports to capture the progress, performance and quality in order to verify all the processes that has been implemented through the month.
• Provides management with accurate reports, regarding all aspects of Strategic Planning, along with conclusions and recommendations.

English skills

Inter-personal skills.

Excellent communications.

Selling skills.

Excellent appearance