Relationship Manager (Attijari Al Islami)
• Responsible for selling, consumer asset, liability, investment products and providing personalized banking service, including investment advice to a specified portfolio of Elite customers.
• Support Branch Manager in the management and development of Elite Service Officers and Relationship Managers
• Make Elite Customer asset, liability and investment product sales to meet given target.
• Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work.
• Ensure that all customer applications submitted are within CBD policy guidelines.
• Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products.
• Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products.
• Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts.
• Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas.
• Ensure a consistently high level of customer service is maintained at all times.
• Support the Br. Manager in the performance management, development and motivation of Elite Service Officers and Relationship Managers