As a Virtual Relationship Manager, you will be the dedicated point of contact for our valued SME clients, offering a personalized and tailored banking experience. Your role is pivotal in driving revenue growth and maintaining long-lasting client relationships. You will manage a diverse range of tasks, from ensuring financial targets are met to providing exceptional customer service and prompt query resolution.
Responsibilities
- Ensure assigned FER and other financial KPIs are achieved, driving revenue growth and meeting client expectations.
- Execute timely welcome calls and regular service calls to all assigned accounts, fostering strong client relationships.
- Conduct comprehensive account scoping to activate, nurture, and maximize customer profitability.
- Generate revenue from a range of financial products, including FX, Trade, Bank Guarantees, Insurance, and Investments.
- Maintain and optimize the funding rate of the portfolio base, ensuring effective financial management for clients.
- Provide exceptional customer service, anticipating and addressing client needs proactively.
- Collaborate with product advisors for high-potential clients and activate dormant accounts to enhance revenue.
- Ensure timely updates of KYC, TL, and governance aspects to maintain a high-quality portfolio.
- Assist compliance, AML, FP&I, and governance units while maintaining client confidentiality and data security.
- Adhere to regulatory requirements and raise alerts for any misconduct or breaches, ensuring a compliant environment.
Qualifications
- Bachelor's degree in Business, Finance, or a related field, with a strong understanding of financial principles.
- Minimum 3 years of experience in relationship management or sales, preferably in banking or a related industry.
- Excellent knowledge of financial products and services, particularly those relevant to SMEs, to provide tailored solutions.
- Strong communication and interpersonal skills to build rapport and foster long-term client relationships.
- Proactive and customer-centric approach, with a proven track record of delivering exceptional service and client satisfaction.
- Proficiency in using CRM systems and virtual communication tools for efficient client management.
- Analytical skills to interpret financial data, make informed decisions, and identify growth opportunities.
- Ability to work independently, manage a diverse portfolio, and prioritize tasks effectively.
- Fluency in English and Arabic is preferred for effective communication with clients and colleagues.
- Strong work ethic, a commitment to professional development, and a passion for delivering exceptional client experiences.
Company
The leading financial institution in MENA
While more than half a century old, we proudly think like a challenger, startup, and innovator
in banking and finance, powered by a diverse and dynamic team who put customers first.
Together, we pioneer key innovations and developments in banking and financial services.
Our mandate? To help customers find their way to Rise Every Day, partnering with them through
the highs and lows to help them reach their goals and unlock their unique vision of success.
Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.
We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
