
Mashreq
Lead – Digital Portfolio - NEOBiz.RBG - Rolex Tower - BB.Retail Banking Group
On-site2–5 yrsFull-time
Responsibilities
Manage a portfolio of digitally acquired NEOBiz relationships to achieve financial objectives and meet non-borrowing customer needs. Focus on relationship management, up-selling bank products, and ensuring portfolio soundness through KYC and AML compliance.
Requirements
Requires a university degree and 3-4 years of experience as a Relationship Manager in business banking within Dubai. Candidates must possess excellent knowledge of FX, Trade, Insurance, and investment products.
Key skills
Relationship ManagementUp-sellingCross-sellingKYC ReviewsAnti-Money LaunderingBusiness BankingFXTrade FinanceInsuranceInvestmentsCustomer ProfilingDue DiligenceCommunication SkillsNegotiationPlanning and OrganizingAdaptability
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