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Private Relationship Manager.050215

Dammam, Saudi Arabia Posted 2021/06/17 08:55:14 Expires 2021-06-21 Ref: JB1100013662

Job Description

 Creating an account for a new private and affluent customer and to identify banking needs.
 Balances growth by nearly XX% during the year.
 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.
 Dealing with all tasks in CRM system.

 Attracting new customers.
 Sale all bank products for private and affluent customers.
FATCA & Common Reporting Standard:
 Ensure completeness/accuracy of the self-certification forms (FATCA & CRS).
 Ensure declared information is in line with the customer identify and customer nature of business. (i.e. Classification as per FATCA/CRS regulations)
 Review and ad here the FAQs related to FATCA Common Reporting Standard with customers.
 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.

 Adherence to all regulations and control functions within the bank in order to ensure that governance, Audit, risk and compliance, fraud detecting and combating matters are carried out

 

Skills

 Communication Skills
 Analytical and Logical Thinking
 Microsoft Office Skills
 Negotiating Skills

Education

Management, Economy, Finance, Sales, Marketing or Accounting.

Job Details

Job Location Dammam, Saudi Arabia
Job Role Accounting/Banking/Finance
Employment Status Full time
Employment Type Employee

Preferred Candidate

Career Level Mid Career
Years of Experience Min: 4 Max: 8
Nationality Saudi Arabia
Degree Bachelor's degree

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