القائمة الرئيسية

الصفحات

Relationship Manager - ADIB Bank 


Relationship Manager - ADIB Bank
Relationship Manager - ADIB Bank 

Relationship Manager - ADIB Bank 


Driving priority banking growth and delivering an exceptional portfolio 

targets performance by identifying and meeting customer needs 

through selling a range of ADIB gold products and acting as an 

advisor to mass affluent customers.

Managing a portfolio of gold banking customers and offering a full 

range of wealth management services .in order to achieve revenue 

goals and portfolio growth targets across a range of products and 

services for a specific pre-defined set of customers to create a 

profitable durable relationship.

Achieve volume and revenue goals via the combination of customer 

acquisition and relationship widening; in addition to a growing 

the network of clients through using diverse sources.

Focusing exclusively on priority banking clients( deposits / Assets ).

Actively identify new customers, grow affluent customers portfolio by 

introducing a higher number of 'NTB' ‘new to bank’ affluent 

customers.

Visiting potential clients for liabilities / Assets products and preparing 

presentations for potential clients to present ADIB priority products to 

enhance sales.

Enhancing existing customer’s relationship and their needs to be 

reflected in each customer’s plan.

Achieving a monthly deposits/ Assets target in addition to an 

aggressive Upgrade target.

Responsible for the growth, product management, & profitability of 

ADIB Priority Proposition across the ADIB Bank Egypt.

Deliver world class customer service practices and ensure adherence to ADIB Service standards.

Ensure that customers are directed to the most appropriate service 

delivery channel to meet their needs.

Own and manage customer queries and complaints by taking 

ownership and resolving in a timely manner. Ensure handling & covering all customers’ requests/ 

inquiries to deliver services excellency.

Maintain sales performance statistics for management information usage.

Building the business, deepening relationships and effectively executing the sales process.

Provide the assigned portfolio of affluent customers with personalized service; so as to develop 

close relationships, achieve maximum profitable contribution for the bank and retain their loyalty.

Maintain a superior customer service experience including pre-empting issues and proactive 

servicing.

Ensure delivery of customer promise and practice brand values, continue to maintain and improve 

the quality of service offered.

Follow up with others, departments, pipeline credit/ operations dept. 

on pending cases.

Ensure the implementation of all Bank policies/procedures/  

compliance requirements are in place.

And any other assigned tasks.

Minimum Qualifications: 

University/Collage Degree.

1-2 Years of solid experience in Priority/Wealth Management.  

Required Knowledge: 

Relationship management experience in handling wealth customers.

Personal bankers / Customer Service Reps having the talent to deal 

with high-end customers.

Account Managers in companies, hotels, etc.. that offer luxurious 

products/services.

Investment associating in private equity companies. 

Relationship Manager - ADIB Bank 

Generic Skills:

Preferably be certified from investment institute or equivalent third-party recognized institution for 

selling investment.

Managing an existing portfolio of affluent customers.

Strong knowledge of Investments Products.

Strong Selling skills.

Target oriented.

Strong Relationship management skills

Customer focus skills.





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