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Virtual Relationship Manager

 Commercial Bank of Dubai

  • 2 - 3 years
  • Abu Dhabi
  • Applicants: 0
  • Views: 6
  • Posted: 06 11 2019
  • Full Time

Job Details

Experience: 2 - 3 years

Qualification: B.B.A(Management)

Salary Offered: Not Disclosed

Functional Area: Admin / Secretarial

Industry: Banking / Financial Services / Broking

Role: Other Admin / Clerical / Secretarial

Job Location: Abu Dhabi

Gender: Male

Number of Vacancy: 1

Job Description

Job Purpose
Purpose of having a VRM is to manage, upsell and cross sell to low value business accounts through engaging with customers via channels like phone, emails and digital banking.
Principal Accountabilities
1. Maintain & manage an assigned portfolio with existing Business clients to retain & grow their banking relationships in a profitable manner and in line with assigned business growth targets.
2. Grow CASA and FD balances, identify opportunities in FX and secured Trade and increase share of wallet.
3. A portfolio of clients will be assigned to the VRM who will call all these clients once in 45 days for any service or business related query. Customers will be guided to online banking or to a branch to complete a particular service. Such a high level of engagement will help in customer engagement and satisfaction.
4. Customers will also have co-ordinates of these VRMs who can call their respective VRM for any query i.e. low value clients will be served through the VRM model and Digital Banking.
5. From the list of accounts tagged to a VRM, they will identify opportunities to lend in the form of business loan, TWC limits etc. and specific targets will be given to them. Such leads will be referred to RMs / ROs for processing and credit appraisal.
6. Compliance related queries and AML alerts will be closed by VRMs and where ever a visit will be required to be done, assistance of Business Banking RMs will be taken.
7. Establish effective & professional communication (both internal and external) to ensure turnaround time within designated parameters and higher client satisfaction levels.

Skills Required

virtual relationship manager

Key Requirements

Qualifications:
Bachelors Degree in Business, Economics or Finance
Experience:
Minimum 2 years in branch services, Virtual Relationship Manager - Business Banking etc. They should have knowledge of serving business customers, Compliance related risks and business acumen.
Good command over English language. Arabic and being bilingual will be an advantage
Negotiation skills

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Company Logo

Email: info@cbd.ae

Contact Person: Hr

Web: www.cbd.ae

ABOUT COMPANY

Established in 1969, Commercial Bank of Dubai (CBD) was founded by an Emiri Decree issued by His Highness, the late Sheikh Rashid bin Saeed Al Maktoum. Starting its journey as a joint venture between the Commercial Bank of Kuwait, Commerzbank, and Chase Manhattan Bank, CBD delivers a range of fin ancing solutions to several large corporate and government entities. CBD is the first financial institution in the Middle East to receive Social Accountability certification [SA 8000] from Det Norske Veritas (DNV). Since its inception, CBD has successfully transformed into a modern and progressive banking institution. Its leadership consists of industry experts that ensure bringing complete client satisfaction. The Bank offers competitive rewards and benefits to its employees.

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