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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship management and networking skills to nurture high-net-worth clients while achieving financial targets through effective sales strategies. Proficient in providing superior customer service and maintaining client loyalty in a competitive financial services environment.
Highest-signal resume keywords
Relationship ManagementSales KnowledgeFinancial Market KnowledgeCustomer Service ExcellenceAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategiesCross-SellingUp-SellingFinancial AnalysisPortfolio Management
Soft Skills
Excellent CommunicationNegotiation SkillsInterpersonal SkillsCultural SensitivityDynamic Approach
Industry Keywords
HNW ClientsAML FraudWealth ManagementBanking ServicesCustomer Retention
About the role
Key responsibilities & impact- Provide portfolio customers with personalized service to develop close relationships, maximize profitable contribution, and retain loyalty.
- Nurture clients and enable Mashreq Plus eligibility for upgrading them to Certified F-F RMs.
- Minimize customer attrition and maintain customer contact.
- Enhance Mashreq Plus balance sheet sales and cross-sell bank products to existing and potential customers.
- Safeguard the bank from potential loss.
- Maintain and improve service quality for Priority customers.
- Acquire new-to-bank affluent and HNW customers.
- Achieve annual and monthly financial targets, including cross-selling and up-selling products.
- Optimize client-base value through MG products and services.
- Communicate with HNW clients and identify their financial needs.
- Achieve revenue, sales, and portfolio growth targets.
- Maximize profitability while countering competition from alternative investment and wealth-management providers.
- Provide superior customer service, proactively address issues, and maintain client contact.
- Safeguard against potential loss, AML fraud, and unethical behavior.
- Interact with customers by telephone, email, and face to face when necessary.
- Collaborate with CCU, CPC, GSU, CAM, Governance, product managers, and line managers.
- Provide feedback on competition and client responses to products and services.
- Review customer relationships, bank policy, and financial objectives to make charge-reversal and maintenance/deviation recommendations.
- Exercise pricing discretion and ensure ethical selling with complete product and service disclosure.
Requirements
What you’ll need- University Graduate.
- Excellent communication and negotiation skills.
- Fluency in English is mandatory; Arabic language is an added advantage.
- At least 2 years’ experience in a similar job with another bank / financial services.
- Strong sales knowledge and insurance/investments/Financial Market Knowledge.
- Strong interpersonal skills and cultural sensitivity.
- Relationship Management and Networking skills.
- Extrovert and amiable personality.
- Strong analytical and numerical skills.
- Ability to work under pressure and think on his/her feet.
- Dynamic, results-oriented approach to work.