Job Description
Roles & Responsibilities
As a Virtual Relationship Manager , you will be responsible for managing and developing a portfolio of Business Banking customers by understanding their financial needs and connecting them with the right banking solutions. You will focus on relationship growth, customer retention, cross-selling of products and services, and maintaining high standards of regulatory compliance and customer experience.
Job Responsibilities
- Manage and enhance the assigned commercial portfolio, contributing to the team s business and revenue objectives.
- Build strong client relationships, understand customers financial needs, and recommend suitable banking solutions.
- Support customer transactions, documentation collection, account maintenance, and migration of eligible mass-segment customers.
- Conduct regular portfolio reviews, update KYC records, and ensure customer documents remain valid and current.
- Identify potential portfolio risks and ensure compliance with applicable policies, UAE Central Bank requirements, and anti-money laundering regulations.
- Proactively cross-sell asset, liability, trade services, treasury, cash management, investment, and other relevant banking solutions.
Job Skills & Qualifications
- Bachelor s degree in a relevant field.
- Relevant experience in relationship management, business banking, or a similar role.
- Good understanding of basic banking products and services, with strong relationship management skills.
What We Offer
- Competitive salary and benefits package.
- Strong emphasis on work-life balance and employee wellbeing.
- World-class learning, development and career growth opportunities.
- Generous annual leave, private healthcare, and preferential banking facilities.
Receive Inbound Calls
- Answer incoming calls in a professional and friendly manner;
- Listen to customers questions and concerns and provide accurate and appropriate solutions;
- Follow up with customers to ensure their issues are resolved in a timely and satisfactory manner
Products and Services Knowledge
- Promote the bank s products and services to customers and persuade them to sign up for new products or services;
- Continuously improve knowledge of the bank s products and services to provide the highest level of customer service
Desired Candidate Profile
- Bachelor s degree in a relevant field.
- Relevant experience in relationship management, business banking, or a similar role.
- Good understanding of basic banking products and services, with strong relationship management skills.