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Mashreq

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Relationship Manager - Mashreq Gold- MG Client Coverage

Discussion

Job Purpose

Key Result Areas
  • Optimize the potential value of the client base through the delivery of MG Products and Services
  • Communicate with HNW client and identify their financial needs
  • Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
  • Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
  • Acquire New to Bank HNW clients.
  • Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
  • Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
  • Enhance market profile and awareness
  • Minimize customer attrition
  • Maintain proactive client contact.

See also

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