Team Leader – Liabilities & Cash Management Portfolio

المسمى الوظيفي

411_3484812

Role : Team Leader – Liabilities & Cash Management Portfolio

Location : دبي

Role Purpose

The TL of Virtual Relationship Manager will act as a virtual sales channel focusing on service & growth of various financial products including liabilities FX fees investments wakala and takaful to increase revenue.

Client Relationship Management and Customer Service

• Maintain Regular Communication: Ensure consistent and proactive communication with clients to enhance portfolio growth and client satisfaction.
• Resolve Customer Complaints: Address and resolve customer complaints promptly and effectively to maintain high levels of client satisfaction.
• Utilize Multiple Communication Channels: Employ various methods (phone email meetings visits) to maintain strong client relationships.
• Focus on Premium Clients: Prioritize service to premium clients while ensuring all clients receive exceptional service.
• Develop Tailored Sales Plans: Create customized sales plans based on clients financial needs and goals.
• Educate Clients: Inform clients about available products and services emphasizing their benefits.
• Conduct Financial Reviews: Perform regular financial reviews to identify additional needs and cross-selling opportunities.
• Follow Up on Leads: Promptly follow up on leads to convert them into sales.

Portfolio Growth and Financial Targets

• Achieve Portfolio Growth: Manage the portfolio to achieve growth in liabilities FX fees trade transactions investments and overall financial targets.
• Ensure Yearly Growth: Ensure portfolio growth compared to the previous year.
• Identify Cross-Selling Opportunities: Identify and capitalize on cross-selling opportunities to increase revenue.
• Increase Product Penetration: Increase the number of products per customer.
• Implement Growth Strategies: Develop and implement strategies to maximize portfolio growth while mitigating risk.
• Track Sales Performance: Monitor and analyze sales performance metrics to identify areas for improvement.
• Leverage Data Analytics: Use data analytics to identify high-potential clients and target them with personalized offers.
• Organize Sales Events: Plan and participate in sales events to generate leads.
• Maintain a Strong Sales Pipeline: Ensure a robust sales pipeline for new business opportunities.

Team Collaboration and Support

• Support Team Efforts: Provide support to the team across all areas of responsibility.
• Follow Management Instructions: Adhere to instructions from line managers and complete assigned tasks efficiently.
• Work Flexibly: Be prepared to work in multiple locations as needed.
• Utilize MIS/CRM Software: Use MIS/CRM software to manage client relationships and sales activities.
• Monitor Cross-Selling Performance: Analyze cross-selling performance and identify areas for improvement.
• Refine Approaches Based on Feedback: Use customer feedback to refine cross-selling approaches and enhance satisfaction.

Portfolio Risk Monitoring

• Maintain Risk Awareness: Stay informed about risk parameters (AML ADIB compliance P&P CB regulations).
• Ensure Compliance: Provide necessary inquiries and documents to the compliance department.
• Identify Potential Risks: Identify and assess potential risks or suspicious activities.
• Monitor Transactions: Monitor customer transactions for risk or non‑compliance patterns.
• Implement Risk Mitigation Strategies: Develop and implement strategies to mitigate risks and protect the portfolio.

Specialist Skills / Technical Knowledge Required for this role

التعليم:

• Bachelors degree in Finance Business Administration or a related field.

الخبرة:

• Minimum of 10 years in banking or financial services demonstrating a proven track record of success.
• Comprehensive knowledge of anti‑money laundering measures compliance policies and central bank regulations.
• Outstanding communication and interpersonal skills for superior client relationship management.
• Demonstrated ability to coordinate and ensure meticulous documentation compliance with organizational policies.
• Expertise in resolving customer complaints and delivering exceptional customer service.
• Extensive familiarity with risk monitoring due diligence and maintaining customer records in strict compliance with regulations.
• Strong team player with the capability to collaborate effectively with internal teams and business partners.
• Adaptability to work in multiple locations based on dynamic business needs.
• Knowledge of ADIB policies and procedures is a significant advantage.
• Adherence to line manager instructions and the ability to efficiently handle diverse tasks assigned by management.

Previous experience required (if any)

الخبرة:

• Minimum of 10 years of experience in banking or financial services.

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2026-04-16 07:14:59