Generic Accountability
Sales /Revenue:
- To achieve set monthly Wealth & Banca sales targets in accordance with business goals/KPIs.
- Ensure timely completion of sale and other customer related documentation.
- Enhance customer satisfaction by providing quality services by responding to customer requests in a timely manner & reducing the turnaround time for processing the business requirements.
- Will ensure a minimum number of leads on Liabilities, Trade Working Capital and Program lending are referred.
- To liaise with various departments for applications processing and customer onboarding
Compliance / Operational activities:
- Monitor money laundering activities and coordinate remedial actions with management.
- Ensure adherence to banking regulations and organization guidelines relating to customer acceptance, data protection, money laundering and KYC.
- Whenever needed, contact customer service groups and processing units to ensure satisfactory service standards are met.
- Responding to the relevant compliance and sanctions queries within the relevant time frame.
- Will ensure there are no lapses on deferrals requested.
- Will ensure to complete any training/certification required for the role.
- Will ensure up to date contact information is updated.
The day-to-day responsibilities of the proposed role will include, but not limited to:
- Customer Insight and Market Research: Build a strong understanding of our portfolio, BB Customers’ unmet needs, and use these insights to develop value proposition strategy, conduct market research.
- Presentation preparation and development: Develop written and verbal communications to inform and align with key decision makers and demonstrate real business impacts.
Frameworks, Boundaries & Decision-Making Authority:
- Propose and recommend decisions as per the approved authorization matrix.
- Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks
Experience
- Experience of working in Banca/Wealth products in UAE.
Knowledge
- Strong understanding of financial and Wealth Management banking services and products.
- Good understanding of market best practices and dynamics including demographic factors, competitor products and services.
- Strong understanding and working knowledge of Wealth and Banca products and related regulations.
- Appropriate risk awareness.
- Understands legal structures consistent with different type of businesses.
Skills & Behaviors
- Demonstrable good selling skills with proven ability to achieve planned objectives by need based selling.
- Proven ability to communicate and influence at different levels and to a variety of audiences.
- Proven achievement of meeting or exceeding sales targets.
- Able to communicate well between the cross functional departments and demonstrates good coordination skills.
- Strong team player with an understanding of wider economic issues.
- Proven ability to build and maintain strong customer relationships.
- Establish rapport with potential customers and build trust with potential or current clients
- Strong understanding of financial and Wealth Management banking services and products.
Education required: University Degree / MBA / PGDM / Sales diploma or certification preferable.
- CISI Level 3
- UAE Rules and Regulations
Experience: 3 – 5 years of experience in Banking or in a Financial Industry
About Us: First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions. We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients.
Life at FAB: Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to "Grow Stronger." We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization
Career Development: FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you. Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development.
Our Values: At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions. We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication.
Join our team and be part of a journey to shape the future of banking.
